Forms and Materials Library for Employers

Welcome to the Forms and Materials Library. ​You will find a wealth of information about tax-advantaged benefit accounts, compliance questions and answers, commonly used forms, ​benefit card and system information, and more. 

  • FSA
  • HSA
  • HRA
Bank Draft for Administrative Fees
Compliance Services
ERISA: Does My Plan Need to be Wrapped?
Form 5500: Have You Filed?
FSA Carryover for Employers
Simple Cafeteria Plans
Summit Card: How It Can Work for You
Summit Card: Replenishment FAQs
Summit User Access Request/Removal
Understanding Plan Documents