Forms

FlexHSA
Account Level Transfer
Additional Signature
Address Change Request
Adoption Agreement
Auth Automatic ACH Debits
Bank Disclosure
Beneficiary Designation
Custodial Agreement
Delivery Instructions
Distribution Request Form
Employer Contribution
Employer Enrollment
Employer Enrollment Packet
Fee Schedule
HSA Excess Contribution IRS Form 8889
Individual Enrollment
Individual Enrollment Packet
Investment Agent Authorization
List of Eligible Medical Expenses
Rollover Transfer Auth
Rollover Transfer Auth FSA HRA

Flex125
Check Signature Form (ER)
Employee Direct Deposit Form (ER/EE)
Change Form (ER)
Partial List of IRS Expenses (ER/EE)
Election Form (EE)
Enrollment Packet (ER/EE)
Reimbursement Form (EE)
Additions and Terminations

FlexCOBRA
Individual Detail Sheet (ER)

FlexHRA
Check Signature Form (ER)
Employee Direct Deposit Form (ER/EE)
Change Form (ER)
Enrollment Packet (ER/EE)
Reimbursement Form (EE)
Additions and Terminations

FlexMRP
Check Signature Form (ER)
Employee Direct Deposit Form (ER/EE)
Change Form (ER)
Enrollment Packet (ER/EE)
Reimbursement Form (EE)
Additions and Terminations

FlexTRANSIT
Check Signature Form (ER)
Employee Direct Deposit Form (ER/EE)
Change Form (ER)
Election Form Parking & Transit (ER/EE)
Parking Only Reimbursement Form (EE)
Order Form (EE)
Additions and Terminations
Enrollment Packet (ER/EE)

mySourceCard - Debit Card
Enrollment Packet for Employer (ER)
Enrollment Packet for Employee (EE)
Debit Card FAQ (EE)