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Forms/Guides

For Members

Benefit Account Flyers/Guides

2023 Employee Guides

Over-the-Counter Eligibility Flyer 

Dependent Care Overview Flyer

Dependent Care FAQ Flyer

Health Savings Account Overview

HSA Employee Welcome Guide

HSA Investment Quick Start Guide

HSA Investment Guide/Options

myOCA Portal Detailed Overview

OCA Mobile App Guide

ClaimsExpress Overview

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 PowerPoints

 

HRA Employee Open Enrollment PPT

HRA Employee Open Enrollment PPT (SPANISH)

HSA Employee Welcome Guide

HSA Investment PPT

FSA/DCA Employee Open Enrollment PPT

FSA Employee Open Enrollment PPT (SPANISH)

Commuter Employee Open Enrollment PPT

Commuter Employee Guide PPT (Spanish)

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

Health Savings Account Overview

HSA Employee Portal Guide

HSA Investment Quick Start Guide

HSA Investment Guide/Options

For Employers

Non-Discrimination Questionnaire Forms

Premium Only Plan Non-Discrimination Questionnaire

Flexible Spending Account Non-Discrimination Questionnaire

HRA Non-Discrimination Questionnaire

 

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