Employee Direct Deposit Authorization Form

Use this form to request that a claim reimbursement be deposited directly into your bank account. Instructions for completing this form: Fill in all fields below Attach voided check (no deposit slips) Sign and date form. If the account is not in your name alone, the other account holder must also sign and date form.

Medical Claim Form (Reimbursement or Card Substantiation)

How to Submit a Claim Form All sections of the claim form must be completed in order to receive reimbursement, including signature and date. Claim Form Section 1: Employee Information The following information must be included for each claim: Employee (Participant) Social Security Number Employee Name Employee Address Employee Phone Number Claim Form Section 2: … More >>

Who is Captain Contributor?

Is it a bird? A plane? A flying tax man?!? After a sequence of freakishly unlucky events, a once meek tax man is transformed into a super hero! Captain Contributor’s origin story and his mission to help people save on their taxes is out of this world. And what’s with that form-fitting leotard?  Watch this video to discover … More >>

Captain Contributor Explains FSAs

” Flexible Spending Accounts are employer-sponsored accounts that enable you to set aside money from each paycheck, before taxes, to help pay for IRS-approved, out-of-pocket medical expenses for yourself and your dependents.  Learn more! Captain Contributor – Benefits Super Hero Read FSA Comic Volume 2 Read FSA Comic Volume 1 Read FSA Fact Sheet Captain Contributor Explains … More >>

Captain Contributor Explains HSAs

” A Health Savings Account is a tax-advantaged benefit account for people enrolled in a high-deductible health plan. You can make pre-tax contributions each payday in order to pay for IRS-approved eligible expenses for yourself and your dependents.  Learn more! Captain Contributor – Benefits Super Hero Read HSA Comic Vol 2 Read HSA Comic Vol 1 Read … More >>

FSA

Flexible Spending Accounts

Flexible Spending AccountsA​n FSA, or Flexible Spending Account, is an​ account sponsored by your employer that enables you to set aside money from each paycheck, before taxes, to help pay for IRS-approved, out-of-pocket medical expenses for you and your dependents. Learning center videos forms library

HSA

Health Savings Accounts

Health Savings AccountsAn HSA is a tax-advantaged benefit account for people enrolled in a high-deductible health plan (HDHP). You can make pre-tax contributions each payday in order to pay for IRS-approved eligible expenses for yourself and your dependents. learning center videos forms library

Captain Contributor Explains DCAPs

” A DCAP, or Dependent Care Assistance Plan, is an employer-sponsored benefit account that helps pay for the care of a qualified dependent. Each pay period, you can make a pre-tax contribution to the account. After paying for care and filing a claim, you receive reimbursement.  Learn more! Captain Contributor – Benefits Super Hero Read DCAP Comic … More >>

HRA

Health Reimbursement Arrangements

Health Reimbursement ArrangementsAn HRA, or Health Reimbursement Arrangement, is a benefit plan funded by your employer. With this account, you can be reimbursed tax-free for qualified health expenses. Your employer determines which expenses are qualified. Learning center forms library

Captain Contributor Explains Transit Accounts

” Transit accounts (aka Commuter plans) are an employer-sponsored fringe benefit where employees can use set-aside money to help cover the cost of commuter expenses. If you travel to and from work, you could be saving on those travel-related expenses with a Transit plan.  Learn more! Captain Contributor – Benefits Super Hero Read Comic Book Read Fact … More >>

Captain Contributor Explains Benefits Debit Cards

” Benefits debit cards can link to any employer benefit account and give you access to your funds in FSAs, HSAs, HRAs, Dependent Care Assistance Plans and Transit Accounts. Captain Contributor – Benefits Super Hero Read Comic Book Read Fact Sheet Captain Contributor Explains ICHRAs Captain Contributor Explains Lifestyle Spending Accounts Captain Contributor Explains Eligible Expenses Captain … More >>

COBRA

COBRA

COBRACOBRA enables you to keep healthcare coverage under your employer’s group plan just in case you experience a qualifying event that results in loss of coverage such as job loss, reduced work hours, divorce, death of a covered employee, and more. Learning Center

Learning Center

Learning CenterWelcome to the Learning Center.  Here you will find a wealth of information about your tax-advantaged benefits, including FSAs, HSAs, HRAs, and COBRA. FSA HSA HRA COBRA

Captain Contributor Explains COBRA

” COBRA allows employees to keep their healthcare coverage under their employer’s group plan after they experience a qualifying event that would result in loss of coverage such as job loss, reduced work hours, divorce, death of a covered employee, and more.  Learn more! Captain Contributor – Benefits Super Hero Read Comic Book Read Fact Sheet Captain … More >>

Forms Library

Forms LibraryWelcome to the Forms Library.  Here you will find the most commonly used forms associated with filing claims, requesting reimbursements, and enrolling in benefits. FSA HSA HRA

Captain Contributor Explains Planning for Expenses

” If your company offers an FSA or HSA, it’s a good idea to sign up for one. They can help you save on taxes while putting aside money for healthcare expenses. But the question always comes up – how much money do I need to set aside? Watch this video to learn more about planning … More >>

Captain Contributor – Your Benefits Super Hero

” Hello! I’m Captain Contributor.  I want to help you make the most of your employer-sponsored benefits and save money on your taxes! Captain Contributor – Benefits Super Hero An FSA, or Flexible Spending Account, is an employer-sponsored account that enables you to set aside money from each paycheck, before taxes, to help pay for IRS-approved, out-of-pocket … More >>

Shopping with Your HSA and FSA

Shopping with Your HSA and FSAThere are many ways to use your tax-advantaged benefit accounts to save money on both your healthcare expenses and your taxes.  Below are some shopping resources that specialize in medical products that are covered by HSAs and FSAs. Can’t find what you need online?  Locate a store near you that … More >>