Enrollment Modes for Flex Credit Shell Plans

When you create a flex credit shell plan, you must select an enrollment mode for the shell plan. The enrollment mode determines the type of programs that you can associate with the flex shell plan.

Associate Programs According to Enrollment Mode

You configure the flex credit shell plan for either unrestricted enrollment mode or life event enrollment mode.

Flex Shell Plan Enrollment Mode	Valid Programs That You Can Associate
Unrestricted	Only programs enabled for unrestricted enrollment
Life event	Only programs not enabled for unrestricted enrollment

To enable a program for unrestricted enrollment, select the Enable unrestricted enrollment check box on the Edit Program page.

Note: After you associate a program with a flex shell plan, you can't change that program's Enable unrestricted enrollment check box setting on the Edit Program page.

Number of Flex Credit Shell Plans

For an enterprise, you can:

Create only one flex shell plan for unrestricted mode
Create only one flex shell plan for life event mode
Associate multiple programs with each flex shell plan

This figure shows multiple compatible programs associated with one flex shell plan for each enrollment mode within the enterprise.

This figure illustrates enrollment modes. In this figure, Unrestricted Flex Program is associated with Unrestricted Flex Credit Shell Plan. Likewise, Life Event Flex Program is associated with Life Event Flex Credit Shell Plan.