What Can I Do in the Member Portal?

The Self Fund Health member portal gives you direct access to your plan information, ID cards, claims, and forms. Logging in is simple—no password needed.

👉 Full instructions here: Portal Basics (Yuzu Docs)

Here’s what you can do:

• Log in (No Password Needed): Go to the portal URL on mobile or desktop, enter your email, and use the code sent to your inbox.
• Find Your ID Card: Press Home in the top right corner and download your card for future use or to share with providers.
• Check Progress Toward Deductible: Go to the Buckets page to see your current spend.
• Download an EOB (Explanation of Benefits): Go to the Claims tab, select the relevant claim, and press Download Explanation of Benefits.
• Check Claim Status: Go to the Claims tab to view all submitted claims.
• Check Who in Your Family Is Covered: Go to the Family tab; if something looks off, contact your employer since eligibility rules determine timing for dependents.
• Download Proof of Insurance Letter: Go to the Plan tab, select Documents, and download the Proof of Insurance Letter (often needed to delay Medicare taking over as primary).
• Add Coordination of Benefits (COB) or PHI Release: Go to the Forms tab to self-assign and complete these forms.
• Download Tax Information: Go to the Plan tab, select Documents, and download your 1095 form (proof of qualifying health coverage for taxes).
• Choose Electronic Communication: On the Account tab, select I consent to electronic communication only to stop receiving paper.
• Change Your Address: This cannot be done in the portal—contact your employer directly.
• See Dependent Profiles: Go to the Family tab to view dependents. For children under 13, full profiles are visible. At 13 and older, a PHI release form or proxy access is required.