5500 File Preperation

5500 Preparation Form

Benefits Administration

Benefits Administration Application

COBRA

ACH Application
Employer Application
Existing Participant Enrollment Form
Status Change Form
Carrier Rate Sheet
Termination Form

Flexible Spending Account (FSA)

Benny Card Application
Dependent Care Claim Form
Direct Deposit Authorization Form
Employer Application
Letter of Medical Necessity
Medical Claim Form
Recurring Day Care Claim Form
Recurring Ortho Claim Form
Tax Savings Worksheet

Health Reimbursement Arrangement (HRA)

Benny Card Application
HRA Employer Application
Request HRA Claim Form via email

Health Savings Account (HSA)

HSA Debit Card Application
HSA Employer Application

Premium Only Plan

Premium Only Plan Request Form

Transportation Fringe Benefit

Transportation Employer Application
Transportation Claim Form
Direct Deposit Authorization