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EMPLOYER GUIDES
- ACH and Wire Instructions Handout – COBRA
- Adding an HSA Handout
- Auto-Substantiation Handout
- Benefits Lifecycle Chart
- Capital Expense Worksheet
- Case Management Tool Assisted Support FAQ
- COBRA at a Glance Handout
- COBRA File Imports Key
- COBRA Lifecycle Chart
- COBRA Timeline Chart
- Commuter Benefits FAQ
- Contribution Based Funding Handout
- Contribution File FAQ
- Current Continuant Instructions
- Custom Online Account Guide
- Direct Bill Data Flow Chart
- Direct Bill FAQ
- Employer Responsibilities Handout
- FSA Short Plan Year Considerations FAQ
- FSA-COBRA Eligibility Handout
- Funding Defined and Reporting – HSA Funding
- Grace Period vs Carryover Handout
- Guide for Current Plan Year Takeover
- Guide to completing the Subsidy
- Guide to Contribution Based Funding and Reporting
- Guide to Contribution File Errors
- Guide to Creating a Recurring Contribution Schedule
- Guide to Enrolling Participants by Key-in
- Guide to Entering a Subsidy on the COBRA Portal
- Guide to Entering QBs and NPMs
- Guide to Finding Total HSA Contributions by Employee
- Guide to Funding and Reporting
- Guide to HRA Dependent Files
- Guide to HSA Bulk Transfer Process
- Guide to On-Demand Reporting
- Guide to Running COBRA Reports
- Guide to the COBRA Employer Online Account
- Guide to Updating Employee Election Amounts
- Guide to Updating Participant Status
- HSA Process Flow Handout
- HSA State Tax Handout
- Incompatible Enrollment Examples
- LEAP Dashboards Handout
- Leave of Absence Chart
- LSA Insights
- MSP Reporting FAQ
- Non-Discrimination Testing Catalog of Services
- Non-Discrimination Testing Corrections Process
- Participant Notifications – COBRA
- Participant Notifications – Direct Bill
- Participant Notifications – Spending Reimbursement Accounts
- Plan Comparison Chart
- Plan Year Closing FAQ
- Product Overview
- Short-term Leave Direct Bill Timeline
- Smart Commute Program Employer Handout
- Stale Check FAQ
- Substantiation FAQ
EMPLOYEE GUIDES
- 213d HRA Employee Handout
- Benefits Debit Card Handout
- Benefits Debit Card Handout – Spanish
- Benefits Participant Experience Handout (high tech user)
- Benefits Participant Experience Handout (low-tech user)
- Benefits Resources & Contact Information
- COBRA Member Handout
- Commuter Benefits (Transit & Parking) Handout
- Commuter Benefits (Transit Only) Handout
- Commuter Benefits Employee Handout – Spanish
- Commuter Benefits FAQ
- Dependent Care Employee Handout
- Dependent Care FSA IRS Regulations Handout
- Direct Bill Member Handout
- Eligible Expense List
- Filing Claims Handout
- Filing Claims Handout – Spanish
- Final Service Filing Date Handout
- Flexible Spending Account Carryover Handout
- Flexible Spending Account Grace Period Handout
- FSA & Dependent Care IRS Regulations Handout
- FSA Employee Guide
- FSA Employee Handout
- FSA Employee Handout – Spanish
- FSA Employee Handout (no DCA)
- FSA FAQ
- FSA IRS Regulations Handout
- Guide to COBRA Member Portal
- Guide to Combination FSAs
- Guide to Filing Claims
- Guide to HSA Distributions and Contributions
- Guide to Limited Flexible Spending Accounts
- Guide to Logging into your Online Account
- Guide to Managing HSA Investments
- Guide to Ordering Debit Cards
- Guide to Setting up Direct Deposit
- Guide to Setting up Text Message Alerts
- Guide to the Mobile Application
- Guide to the SmartCommute Program
- Guide to your Online Account (benefits)
- HSA Custodial Fee FAQ
- HSA Employee Guide
- HSA Employee Handout
- HSA Employee Handout (Spanish)
- HSA FAQ
- HSA IRS Regulations Handout
- HSA Transfer Handout
- Medicare and COBRA FAQ
- Mobile App Handout
- Mobile App Handout (Spanish)
- Orthodontia Claims FAQ
- Participant Communication Timeline
- Plan Details Handout
- Repay or Offset Denied Claims Handout
- Smart Commute Program Employee Handout
- SmartCommute Program FAQ
- Substantiation FAQ
- Updating your Smart Commute Order Handout
EMPLOYER FORMS
- Authorization Agreement for Direct Payment
- Authorization Agreement for One-time ACH Direct Payment
- Authorization Agreement for One-time ACH Direct Payment – HSA
- Authorization Agreement for One-Time ACH for Outbound HSA Bulk Transfers
- Carrier Authorization Form
- Client Configuration Change Request Form
- Contact Change Form
- Debit Card Substantiation Cancellation Form
- Divisional Authorization for Direct Payment
- Employer Company Change Form
- Forced Transport Layer Security Authorization Form
- Foreign IP Address Whitelist Waiver Form
- HRA MSP Reporting Refusal to Provide Requested Information Form
- HSA Mistaken Contributions Form
- Notice of Unavailability Form
EMPLOYEE FORMS
- Authorization Representative Form
- Authorization Representative Form (Spanish)
- Automatic Orthodontia Request Form
- Beneficiary Social Security Number Refusal Form
- Claim Information Release Form
- Claim Substantiation Statement Form
- COBRA Addition of Dependent Form
- COBRA Benefits Termination Form
- COBRA Contact Information Change Form
- COBRA HUB Waiver Form
- COBRA Medicare Extension Request Form
- COBRA Open Enrollment Change Form
- COBRA Recurring Automatic Payment (ACH) Request Form
- COBRA Second Qualifying Event Form
- COBRA Social Security Disability Extension SSDE Form
- Debit Card Substantiation File FAQ
- Deductible Verification Form
- Dependent Care Verification Form
- HSA Blocked Account Verification Form
- HSA Contribution Form
- HSA Death Beneficiary Form
- HSA Death Distribution Form
- HSA Distribution Request Account Closure Form
- HSA Transfer Request Form
- Medical Necessity Form
- Medical Necessity Form (Spanish)
- Out of Pocket Reimbursement Request Form
- Out of Pocket Reimbursement Request Form (Spanish)
- Recurring Dependent Care Request Form
- Transaction Dispute Form