DiscoverSeniorBenefits

Help center · Work together

Accept a helper invitation

An invitation email means someone wants help managing their benefits. Accepting requires signing in with the exact email address that received the invitation.

  1. Open the email — "You've been invited to help with a benefit plan" — and use its link.
  2. Sign in, or create a free account, using the same email address the invitation was sent to. Helping never requires a paid plan.
  3. The invitation accepts automatically. The shared profile appears under Dashboard → Profiles, badged "Shared with you".
  4. Head to Benefit Applications to see what needs doing.
The helper invitation acceptance page

If the link doesn't work

Invitations expire after 7 days and only work for the invited address. If it's expired — or was opened while signed in with a different email — ask the profile owner to send a fresh one.

Not legal or financial advice. The agency makes the final eligibility decision.