Participant Resource Library
Chard Snyder partners with our clients to educate their employees about the plans we administer. Download the applicable resources below to share with your plan participants.
Please select and review only the materials that apply to the Chard Snyder benefit plans you offer before sharing with your employees.
COBRA & Premium Billing
Post-Enrollment
Commuter Benefits
Enrollment
- Mass Transit with Benefits Card
- Mass Transit & Qualified Parking with Benefits Card
- Qualified Parking with Benefits Card
- Qualified Parking (no Benefits Card)
- Video - Commuter Benefits
Post-Enrollment
- Commuter Benefits Reference Guide
- Commuter Benefits Reference Guide - Parking only
- Commuter Benefits Reference Guide - Transit only
- Commuter Benefits Welcome Email
Flexible Spending Account (FSA)
Enrollment
- Dependent Care FSA with Benefits Card
- Dependent Care FSA (no Benefits Card)
- Health FSA with Benefits Card
- Health FSA (no Benefits Card)
- Health & Dependent Care FSA with Benefits Card
- Health & Dependent Care FSA with Benefits Card - Spanish version
- Health & Dependent Care FSA (no Benefits Card)
- Health, Dependent Care & Limited-Purpose FSA with Benefits Card
- Health, Dependent Care & Limited-Purpose FSA with Benefits Card - Spanish version
- Health, Dependent Care & Limited-Purpose FSA (no Benefits Card)
- Limited-Purpose FSA with Benefits Card
- Limited-Purpose & Dependent Care FSA with Benefits Card
- Limited-Purpose & Dependent Care FSA with Benefits Card - Spanish version
- Video - Understanding the FSA
- Video - Health FSA Overview
- Video - Limited-Purpose FSA Overview
- Video - Dependent Care FSA Overview
Post-Enrollment
- FSA Reference Guide
- FSA Reference Guide - Spanish Version
- FSA Reference Guide - Health & Dependent Care FSA only
- FSA Welcome Email
- Filing an FSA Claim Online
- FSA Balance Reminder
- FSA Carryover (General)
- FSA Carryover (General) - Spanish Version
- FSA Carryover $500
- FSA Carryover $550
- FSA Carryover $570
- FSA Carrover $610
- FSA Carryover When Changing Health Plans
- FSA Eligible Expenses
- FSA Expenses Worksheet
- FSA Grace Period
- FSA Grace Period - Spanish Version
- FSA Orthodontia Expenses
- FSA Store Coupon
- Verifying FSA Benefits Card Purchases
- Verifying FSA Benefits Card Purchases - Spanish version
Health Reimbursement Arrangement (HRA)
Post-Enrollment
Health Savings Account (HSA)
Enrollment
- HSA with Benefits Card
- HSA with Benefits Card - Spanish version
- Decision Tool - My HSA Planner
- Video - Advantages of the HSA
- Video - HSA Overview
Post-Enrollment
- HSA Reference Guide
- HSA Reference Guide - Spanish Version
- HSA Welcome Email
- Adding an HSA Beneficiary
- HSA Brokerage Account
- HSA Expenses Worksheet
- HSA Participant Fees
- Individual HSA Participant Fees
- HSA Store Coupon
- HSA Tax Documents & Statements
- Investing Your HSA Funds
- Opening an HSA Account
- Transferring Your Existing HSA to Chard Snyder HSA
- Uploading HSA Identity Documents
- Video - HSA Investments
Lifestyle Spending Account (LSA)
Post-Enrollment
General
Forms
- Benefits Card Substantiation Form
- Commuter Benefits Claim Reimbursement Request Form
- Direct Deposit Employee Authorization Form
- FSA Claim Reimbursement Request Form
- HRA Claim Reimbursement Request Form
- Letter of Medical Necessity Form
- LSA Claim Reimbursement Request Form
- Release of Protected Health Information (PHI) Authorization
Resources
- Accessing Your Account Online
- Chard Snyder Mobile App
- Chard Snyder Mobile App - Spanish version
- Direct Deposit Reimbursement Instructions
- FSA & HSA Comparison
- FSA & HSA Contribution Rules
- General Online Enrollment Instructions
- Tax-Free Account Insurance Terms
- Video - Chard Snyder Mobile App Overview
- Video - Substantiating Expenses in the Portal/Mobile App
- Video - Using the Chard Snyder Benefit Card
- Video - Using the Participant Portal - HSA only
- Video - Using the Participant Portal - Multiple Savings & Spending Accounts
- Video - Comparison of FSA, HSA, HRA Benefit Accounts
- Video - What Items are Eligible for FSA and HSA?
- Video - How Much Should I Be Saving for Healthcare?
- Video - Managing Healthcare Finances
Please contact your Client Relationship Manager with questions or suggestions about how we can best partner with you to educate your employees about the plans we administer. Thank you!