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For Individuals
- Opening an HSA
- Transfer Your HSA
- HSA Guide
- Open Enrollment Center
- Webinars
- Help Center for Individuals
- Login Help
For Business
- Employers
- Benefits Advisors
- Financial Advisors
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Help Center for Business

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Enrollment Materials

Materials to help you deliver the right message at the right time.

Login Help

Learn where the appropriate login location is for your account.

Product Engagement

Explore product related engagement materials designed to help members.

Covid Relief Updates

Read the latest information to see how rule changes could impact your benefits.

Consolidated Appropriations Act (CAA)

Register your CAA plan changes and stay up-to-date on rule changes.

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More Resources For Businesses

Product Flyers, Guides and Brochures

HSA Product Brochure
FSA Product Brochure
The Complete HSA Guidebook
HSA Member Guide
HRA Product Brochure
How to Transfer Your HSA Guide

DCFSA Product Brochure
COBRA Product Brochure
Commuter Product Brochure
Wellbeing Product Brochure
Investment Guide

Forms View All

Electronic Funds Transfer (EFT) Setup Form
ACH Debit Bank Authorization Form
FSA Confirmation Form
HRA Confirmation Form
Client Termination Questionnaire

PSF Intake Form
HSA Transfer/Rollover Form
Estimating Client Copays
Beneficiary Designation Form

Regulatory Updates

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Industry Leadership

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Resources & References

Featured Articles

COVID-19 Commuter Response

EBSA Disaster Relief Notice 2021-01

Featured Training Webinars

Benefits Advisors | COVID Relief 2021: Implementing FSA rule changes
COVID Relief 2021: Understanding the Impact on Your Benefits Plans

Employers | COVID Relief 2021: Implementing FSA rule changes

References

Custodial Agreement
IRS Publication 502

IRS Publication 969

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