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All Forms

Reimbursement and Substantiation
IIAS Merchant List General, HSA, HRA, FSA Download
Qualifying Child and Relative Questionnaire General, HSA, HRA, FSA, Consultants Download
Auto Dependent Care Request Form FSA Download
Automatic Ortho Request General Download
Receipt and Substantiation Form HRA, FSA Download
Substantiation Requirements HRA, FSA Download
Medical Necessity Form HRA, FSA Download
How to File an On-line Claim HSA, FSA Download
Reimbursement Request Form HRA, FSA, Transportation Download
WiredCommute - Lost Pass Form Transportation Download
Enrollment
Online Enrollment Instructions (HSA) HSA Download
Premium Conversion Waiver Form FSA Download
HRA Participant Guide HRA, Consultants Download
FSA Employee Guide FSA Download
FSA Employee Enrollment Form FSA Download
Transportation Enrollment Form Transportation Download
Administrative
COBRA - Benefit and Rate Change Form COBRA Download
COBRA New Benefits/New Carrier Change Form COBRA Download
COBRA Electronic Debit Account (EDA) Enrollment/Change Form COBRA Download
COBRA Notice of Qualifying Event COBRA Download
COBRA Address Change Form COBRA Download
COBRA Termination Form COBRA Download
FSA Status Change Form FSA Download
Authorized Representative Request Form (HIPAA) HRA, FSA Download
Benefits Termination Form HSA, HRA, FSA, Transportation Download
HSA Authorization Form HSA Download
Additional Card Request Form HRA, FSA, Transportation Download
HSA Contribution Form HSA Download
QE Sample Template - COBRA Eligible COBRA Download
DOL Sample Template - Initial Notice COBRA Download
HSA Mutual Fund Investments HSA Download
Adoption FSA Plan Summary FSA Download
HSA Mutual Fund Expense Disclosure HSA Download
FSA, HRA Rollover Certification HSA, HRA, FSA Download
Email Notification Form HRA, FSA, Transportation Download
HSA Transfer Request HSA Download
COBRA Employee/Spouse/Dependent Notice of a Qualifying Event COBRA Download
HSA Rollover Certification HSA Download
Flex, HRA, HSA Privacy Agreement HSA, HRA, FSA Download
HSA Death Beneficiary Change Form HSA Download
Plan Implementation
HRA Enrollment Form HRA Download
HSA Custodial Account and Disclosure Statement HSA Download
HSA Resource Guide HSA Download
Design Guide General, HSA, HRA, FSA, Transportation Download
Web Access for Employers COBRA Download
Flex Employer Resource Guide FSA, Consultants Download
Transportation Resource Guide General, Transportation Download
DOL Layout - Initial Notice COBRA Download
Design Guide Workbook HSA, HRA, FSA, Transportation Download
COBRA Resource Guide COBRA Download
COBRA DOL General Notice COBRA Download
COBRA Employer Authorization Form COBRA Download
COBRA Current Continuant Information COBRA Download
HRA Employer Resource Guide HRA Download
Withdrawal and Direct Deposit
Direct Deposit Form HSA, HRA, FSA, Transportation Download
IRS Publications
IRS Publication 503 - Dependent Care FSA Download
IRS Publication 502 - Medical Expenses HSA, HRA, FSA Download
IRS Notice 2008-59 - Health Savings Accounts (6/25/2008) HSA Download
HSA - Instructions IRS Form 8889 HSA Download
IRS Form 2441 - Dependent Care FSA Download
IRS Publication 969 - Health Savings Accounts HSA Download
HSA - IRS Form 8889 HSA Download
DBI Newsletters
New Proposed Regulations September 2007 FSA Download
New Debit Card Regulations Handout HRA, FSA Download
Automatic Dependent Care Announcement FSA Download