How do I add plan year information?
If you have selected a verified entity with no plan year information, you will be automatically directed to the plan year creation wizard. However, if you would like to add a new plan year to an entity with existing plan year information, click on the '+' button located below the selected plan year.
Use the 'Next' and 'Prev' buttons to navigate through the Plan year wizard and provide answers to all of the questions.
You can view total number of pages within the wizard below the Basic Plan Year Info title.
Click the 'Save' button when you finish answering all questions.
Please note that you must click the 'Save' button in order to save all of your input. If you navigate away from this wizard prior to clicking 'Save', all of your data will be lost.