HomeResources

Resource Center

Expand your benefits knowledge and stay up to date on important healthcare legislation

Forms & Documents
Enrollment
FSA Enrollment Form FSA Enrollment Form (Spanish) HSA Enrollment Form HSA Presentation
Administrative
FSA CARES Act Over-the-counter Amendment HRA CARES Act Over-the-counter Amendment Transaction Reversal Request Form
COBRA Forms
COBRA Open Enrollment Form COBRA Participant Recurring ACH Form COBRA Request for Service Form COBRA Termination Appeal Form
For Employees
Claim Form Claim Form (Spanish) CRA Change of Election Form FSA Eligible Expenses FSA Eligible Dental Expenses HSA Eligible Expenses Employee Request for Service HRA Activation Form Letter of Medical Necessity Offset Request Form Orthodontia Form Refund Request Substantiation Request Form Substantiation Request Form (Spanish) Courtesy Flip Request Form Medical Mileage Claims Form
Tools & Calculators
Compliance Decision Tool Estimate Your FSA Contributions Worksheet FSA Employer Savings Calculator PCORI Fee Worksheet Takeover Spreadsheet Template Upload Spreadsheet HSA Savings Calculator