Adding Zip Code Eligibility

If you are new to adding any type of eligibility to an ALEX configuration you might want to start with taking a peek at our guides for adding plan or premium eligibility:

• Adding Plan Eligibility

• Adding Premium Eligibility

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.

1. Head to the plan that needs zip codes uploaded and go to the 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.)

2. Under Eligibility, change the toggle to "This is not available to all employees." and click the yellow "+ add an eligibility question" button.

3. From the eligibility question drop down list, choose "What is your zip code?"

4. You have the option to change the phrasing from "Employee lives in one of the zip codes listed" 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.

5. 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.