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Aptia Resource Center

Click on a heading below to view resources

EMPLOYER GUIDES

  • ACH and Wire Instructions Handout – COBRA
  • Adding an HSA Handout
  • Auto-Substantiation Handout
  • Benefits Lifecycle Chart

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

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

EMPLOYEE FORMS

  • Authorization Representative Form
  • Authorization Representative Form (Spanish)
  • Automatic Orthodontia Request Form

WEBINARS

  • 2025 OE Commuter Webinar Template
  • 2025 OE HSA Webinar Template
  • 2025 OE DCA Webinar Template
  • 2025 OE Webinar FSA Combo Limited Template

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