What To

Expect During

Your Benefit


Your Enrollment

Your American Fidelity account manager is committed to ensuring that your enrollment process is as time-efficient as possible – without giving up the attention to your individual needs that makes our customer service truly exceptional.

We offer several ways to educate you on all the benefits made available to you through group meetings and one-on-one benefit reviews.

Group meeting: Many employers offer a short group meeting to update all employees on new benefits, upcoming changes, etc.

One-on-one enrollment: An individual benefit review allows you the opportunity to ask more detailed questions about how your employer’s plan works and which benefits are available. This short, confidential meeting is especially helpful in reviewing eligible benefits that fit your personal needs. You will also complete your Section 125 Plan election form at this time.

If you are already enrolled in a benefits package, this is the perfect time to meet with your American Fidelity representative to evaluate your coverage and how well it serves the needs of you and your family. You will also be able to complete your annual Section 125 election form.

You will need to bring the following to your appointment:

  • Driver’s license
  • Bank account information (if you wish to sign up for direct deposit of reimbursement through the flexible spending account)
  • Spouse and children’s date of birth and Social Security number if considering coverage for them
  • Beneficiary information, including (if a trust) full name and account number of trust.

Next Steps

AFA Tools

Section 125 Calculator

Do the math on your pre-tax benefits contributions and savings.

» Read More

Contact us

We still believe in good old-fashioned human contact!

» Learn More

Call us at: 1.800.654.8489

Quick Access

  • Your Account

    View your policies, download forms and check the status of your claims - all in one spot!

  • Claim & Flex Forms

    1Select the forms you need:

    Flex Benefits
    Accident Benefits
    Cancer Benefits
    Critical Illness
    Disability Benefits
    Hospital Indemnity
    Life Benefits
    Medical (GAP)
    HRA Benefits

    2Select your state & industry:

  • Check Claim Status
  • FAQs

    Please select a category or type your question in the box below.

    Keyword Search
    All FAQs