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COBRA Participant Forms, FAQs, and Flyers

COBRA Sample Participant Communications
COBRA Continuing Benefit Coverage Flyer
COBRA Participant How-to-Guide
COBRA Appeal Form
COBRA Mercer Indigo Solution Flyer

Direct Bill

Direct Bill Participant Website Flyer
Direct Bill Appeal Form

Health Care (HCFSA) and Dependent Care (DCFSA) Spending Accounts General Information, Videos, Forms, Flows, and Flyers

Reimbursement Plans Sample Participant Communications
Spending Accounts Overview Video
Claim Documentation Requirements
HCFSA Summary Flyer spanish Spanish
HCFSA Overview Video
HCFSA, COMBO FSA, LPFSA FAQ Flyer spanish Spanish
Orthodontia Reimbursement in Health Care FSA Flyer
Dependent Care FSA Flyer
Dependent Care FSA Video
FSA Helpful Hints for Using Your Benefits Card Flyer spanish Spanish
Benefits Card Flyer spanish Spanish
Carryover Flyer
About the FSA Grace Period Flyer
Using Your FSA Overseas Flyer
Qualified Medical Expense Flyer

Health Care and Dependent Care Spending Accounts Participant Forms

Dependent Care FSA Reimbursement Request Form
Dependent Care FSA Provider Certification Form
Medical Reimbursement Account Letter of Medical Necessity
Reimbursement Account Appeal Form

Limited Purpose FSA (LPFSA) and Combination FSA (COMBO) Participant Form and Flyers

LPFSA Flyer
Combination FSA Flyer
Deductible Verification Form

Commuter Spending Accounts Participant General Information, Videos, FAQs, and Forms

Commuter Overview and FAQs Flyer spanish Spanish
Commuter Overview Video
Commuter Reimbursement Claim Form spanish Spanish

Health Savings Accounts (HSA) Participant Flows, Videos, and Flyers (UMB Bank as Custodian)

HSA Flyer spanish Spanish
HSA Overview Video
HSA versus FSA Video
HSA CIP Process Flow
Implementation HSA Transfer Process - Easy HSA Banner
HSA Transfers and Tax Implications Flyer
UMB HSA Welcome Kit Brochure spanish Spanish
HSA Open Enrollment Flow
UMB HSA How to Transfer from Investments to Cash Flyer

Health Savings Accounts (HSA) Participant Forms (UMB Bank as Custodian)

UMB HSA Beneficiary Designation Form
UMB HSA Reverse Employer Contribution Form
UMB HSA Reverse Employee Contribution Form
UMB HSA Account Deceased Payout Closing Form
UMB HSA Address Change Request Form
UMB HSA Closure Form
UMB HSA Contribution Form
UMB HSA Investment Options and Prospectus
UMB HSA Mutual Fund List
UMB HSA Name Change Form
UMB HSA Transfer to UMB Trustee Form
UMB HSA Withdrawal Form

Health Savings Accounts (HSA) Participant Flows, Videos, and Flyers (WealthCare Saver as Custodian)

HSA Flyer spanish Spanish
HSA Overview Video
HSA versus FSA Video
HSA CIP Process Flow
Implementation HSA Transfer Process - Easy HSA Banner
HSA Transfers and Tax Implications Flyer
HSA Open Enrollment Flow
WCS HSA Investment User Experience
WCS HSA Investments User Guide
WCS HSA Investment Options
WCS HSA Investment Experience Fees

Health Savings Accounts (HSA) Participant Forms (WealthCare Saver as Custodian)

WCS HSA Account Closure Form
WCS HSA Beneficiary Designation Form
WCS HSA Contribution Form
WCS HSA Employee Account Correction Form
WCS HSA Death Distribution Form
WCS HSA Distribution of Excess or Mistaken Contribution Form
WCS HSA Employer Contribution Error Form
WCS HSA Internal Transfer Form
WCS HSA Name Change Request Form
WCS HSA Transfer Due to Divorce Form
WCS HSA Transfer of Assets Form
WCS HSA Withdrawal Form