Adding Zip Code Eligibility

Rachel Van Marter
9 steps
38 seconds

Myalex

Adding zip codes as an eligibility requirement for any plans or premiums requires uploading a .csv file of the eligible (or ineligible) zip codes. It's a good idea to get the file(s) ready to go as your first step. The files must be .csv files with ***only*** the zip codes in one single column. There should be no headers or any additional information present in the file.

In your Builder configuration, click "Insurance"

Click "Medical" or any module with a plan that needs zip code eligibility configured.

Click "Medical Plans"

Click on the plan that needs zip codes added and navigate to its General tab.

Zip code eligibility can also be added to premium groups. In which case navigate to your plans Premiums tab instead and find the "Eligibility" section. Check out our guide on [Adding Premium Eligibility](https://jvselfservicesupport.frontkb.com/en/articles/5979137) for more info.

Under **Eligibility,** click "is" to change the eligibility to toggle to "This **is not** available to all employees."

Click "add an eligibility question"

From the Eligibility question drop down list, choose "What is your zip code?"

You have the option to click "lives" to change the phrasing to "does not live" if you wish to upload a file of ineligible zip codes. For example, if you have plans that are eligible for CA employees and other plans eligible for everyone *but* CA employees, you could use the same same file for all plans and just change the toggle to reverse the eligibility.

Click "upload a file" to upload your .csv file to the plan.

That's it! ALEX will now use his zip code question in the profile to determine the plans (or premiums) employees are eligible for.