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Forms/Guides

Members

Helpful Videos

How Do I File a Claim?

How Do I Check My Balance?

How Do I Enroll in Text Alerts?

How Do I Complete My Account Profile?

How Do I Set Up Direct Deposit?

How Do I Download and Use the Mobile App?

Comparison of Benefit Accounts

What is a Flexible Spending Account?

What is a Limited Purpose FSA?

What is an Dependent Care Account?

What is a Commuter Account?

What is a Health Savings Account?

What is a Health Reimbursement Arrangement?

 

 

For Members

Claim Forms

HRA Claim Form

FSA Claim Form

Dependent Care Claim Form

Commuter Claim Form

Open Enrollment Material

Employee Handouts

HRA Open Enrollment Presentations

HSA Open Enrollment Presentations & Flyers

FSA Open Enrollment Presentations & Flyers

Commuter Open Enrollment Presentations & Flyers

Spanish Open Enrollment Presentations & Flyers

 

Access All OE Material

Employer/Account Holder

HSA Account Forms

HSA Employee Welcome Guide

HSA Employer Contribution Error Form

HSA Account Closure Form

HSA Name Change Request Form

HSA Account Holder Contribution Correction Form

HSA Withdrawal Form

HSA Transfer of Assets Form

HSA Distribution of Excess or Mistaken Contribution Form

HSA Contribution Form

HSA Beneficiary Form

To access all HSA Employee Flyers, click here.

COBRA

Participants

COBRA Participant Portal Guide

For Employers

Non-Discrimination Questionnaire Forms

Premium Only Plan Non-Discrimination Questionnaire

Flexible Spending Account Non-Discrimination Questionnaire

HRA Non-Discrimination Questionnaire

 

Member Support Videos

These videos are designed to help employees during open enrollment, in your welcome communications, and for use year-round to build fluency.

Access Video Library

Digital Resource Library

Calculators
Estimate how much your household is likely to spend on out-of-pocket healthcare costs

Videos
Understand the basics of managing your healthcare finances

Quizzes
Determine whether you’re a healthcare spender or saver