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All Forms

Most Frequently Used Forms
Additional Card Request Form HRA, FSA, Transportation Download
ARRA Legacy Information Spreadsheet (Excel) COBRA Download
ARRA Subsidy Instructions - Updating QB AEI Status COBRA Download
ARRA Subsidy Permanent Waiver Form COBRA Download
Authorized Representative Request Form (HIPAA) HRA, FSA Download
Automatic Dependent Care Request Form FSA Download
Automatic Orthodontia Request Form HRA, FSA Download
Benefits Termination Form Reimbursement Accounts HSA, HRA, FSA, Transportation Download
Contribution Form HSA HSA Download
Debit Card - One Page Employee Handout FSA Download
Direct Deposit Form HSA, HRA, FSA, Transportation Download
DOL COBRA Premium Reduction Fact Sheet COBRA Download
Enrollment Form Transportation Transportation Download
FAQs for Employers - COBRA Subsidy American Recovery and Reinvestment Act of 2009 UPDATED 4-7-09 COBRA Download
FAQs for Participants-Continuants - COBRA Subsidy American Recovery and Reinvestment Act of 2009 UPDATED 4-7-09 COBRA Download
Flexible Spending Accounts - One Page Employee Handout FSA Download
IRS Form 8889 HSA HSA Download
IRS Form 8889 Instructions HSA HSA Download
IRS Publication 502 - Medical Expenses HSA, HRA, FSA Download
IRS Publication 969 - Reimbursement Accounts (FSA, HSA, HRA) HSA, HRA, FSA Download
Medical Necessity Form HRA, FSA Download
Mutual Fund Expense Disclosure HSA HSA Download
Mutual Fund Investments HSA HSA Download
Newly Covered Employee and Spouse Notification Form COBRA Download
Notice of Qualifying Event COBRA Download
Receipt and Substantiation Form - Debit Card Transactions HRA, FSA Download
Reimbursement Request Form HRA, FSA, Transportation Download
Resource Guide - Transportation Benefit Plans Transportation Download
Status Change Form FSA FSA Download
Substantiation Requirements Refresher HRA, FSA Download
Reimbursement and Substantiation
90% Rule Merchant List General, HSA, HRA, FSA Download
Automatic Dependent Care Request Form FSA Download
Automatic Orthodontia Request Form HRA, FSA Download
Deductible Verification Form Reimbursement Accounts HRA, FSA Download
How to File an On-line Claim HSA, FSA Download
IIAS Merchant List HSA, HRA, FSA Download
Medical Necessity Form HRA, FSA Download
Qualified Reservist Distribution (QRD) Request Form FSA Download
Qualifying Child and Relative Questionnaire General, HSA, HRA, FSA, Consultants Download
Receipt and Substantiation Form - Debit Card Transactions HRA, FSA Download
Reimbursement Request Form HRA, FSA, Transportation Download
Substantiation Requirements Refresher HRA, FSA Download
WiredCommute - Lost Pass Form Transportation Download
Enrollment
CMS (Centers for Medicare & Medicaid Services) - COBRA Subsidy Denial Appeal Application Form COBRA Download
Debit Card - One Page Employee Handout FSA Download
DOL (US Department of Labor) Appeal Application - COBRA Subsidy Denials COBRA Download
Employee Guide FSA FSA Download
Employee Guide FSA Spanish Version FSA Download
Enrollment Application HSA HSA Download
Enrollment Form FSA FSA Download
Enrollment Form Transportation Transportation Download
Flexible Spending Accounts - One Page Employee Handout FSA Download
Online Enrollment Instructions (HSA) HSA Download
Participant Guide HRA HRA, Consultants Download
Premium Conversion Waiver Form FSA Download
Resource Guide - Transportation Benefit Plans Transportation Download
Administrative
Addition of Dependents COBRA Download
Additional Card Request Form HRA, FSA, Transportation Download
Address Change Form COBRA Download
Adoption FSA Plan Summary FSA Download
ARRA Legacy Information Spreadsheet (Excel) COBRA Download
ARRA Subsidy Instructions - Updating QB AEI Status COBRA Download
ARRA Subsidy Permanent Waiver Form COBRA Download
Authorization Form HSA HSA Download
Authorized Representative Request Form (HIPAA) HRA, FSA Download
Benefit and Rate Change Form COBRA Download
Benefits Termination Form Reimbursement Accounts HSA, HRA, FSA, Transportation Download
Contribution Form HSA HSA Download
Death Beneficiary Change Form HSA HSA Download
DOL COBRA Premium Reduction Fact Sheet COBRA Download
DOL Sample Template - Initial Notice COBRA Download
Electronic Debit Account (EDA) Enrollment/Change Form COBRA COBRA Download
Employee/Spouse/Dependent Notice of a Qualifying Event COBRA Download
Employer Authorization Form COBRA Download
FAQs for Employers - COBRA Subsidy American Recovery and Reinvestment Act of 2009 UPDATED 4-7-09 COBRA Download
FAQs for Participants-Continuants - COBRA Subsidy American Recovery and Reinvestment Act of 2009 UPDATED 4-7-09 COBRA Download
Leave of Absence (LOA) Form FSA Download
MSP Reporting Requirements for HRAs HRA Download
Mutual Fund Expense Disclosure HSA HSA Download
Mutual Fund Investments HSA HSA Download
New Benefits/New Carrier Change Form COBRA COBRA Download
Newly Covered Employee and Spouse Notification Form COBRA Download
Notice of Qualifying Event COBRA Download
Privacy Agreement Reimbursement Accounts HSA, HRA, FSA Download
QE Sample Template - COBRA Eligible COBRA Download
Qualified Reservist Distribution (QRD) Employer Plan Amendment Request Form FSA Download
Rollover Certification FSA HRA HSA, HRA, FSA Download
Rollover Certification HSA HSA Download
Social Security Disability Extension (SSDE) Form COBRA Download
Status Change Form FSA FSA Download
Termination Form COBRA COBRA Download
Transfer Request HSA HSA Download
Plan Implementation
Current Continuant Information COBRA COBRA Download
Custodial Account and Disclosure Statement HSA HSA Download
DOL General Notice COBRA Download
DOL Layout - Initial Notice COBRA Download
Employer Automatic ACH Form COBRA Download
Employer Resource Guide Flex FSA, Consultants Download
Employer Resource Guide HRA HRA Download
Non-Discrimination Testing Workbook FSA, Consultants Download
Resource Guide - COBRA COBRA Download
Resource Guide HSA HSA Download
Withdrawal and Direct Deposit
Direct Deposit Form HSA, HRA, FSA, Transportation Download
IRS Publications
DOL Model Notice (ARRA): Alternative Notice (Insurers - State Law) COBRA Download
DOL Model Notice (ARRA): General Notice (Abbreviated Version) COBRA Download
DOL Model Notice (ARRA): General Notice (Full Version) COBRA Download
DOL Model Notice (ARRA): Notice in Connection with Extended Election Periods COBRA Download
IRS Form 2441 - Dependent Care FSA Download
IRS Form 2441 Instructions FSA Download
IRS Form 8839 Instructions - Qualified Adoption Expenses FSA Download
IRS Form 8839 Qualified Adoption Expenses FSA Download
IRS Form 8889 HSA HSA Download
IRS Form 8889 Instructions HSA HSA Download
IRS Notice 2008-59 - Health Savings Accounts (6/25/2008) HSA Download
IRS Publication 502 - Medical Expenses HSA, HRA, FSA Download
IRS Publication 503 - Dependent Care FSA Download
IRS Publication 969 - Reimbursement Accounts (FSA, HSA, HRA) HSA, HRA, FSA Download
IRS Revised 2009 941 Form - Includes COBRA Subsidy COBRA Download
IRS Revised 2009 941 Form Instructions - Includes COBRA Subsidy COBRA Download
DBI Newsletters
Automatic Dependent Care Announcement FSA Download
New Proposed Regulations September 2007 FSA Download