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
- Mass Transit & Qualified Parking with Benefits Card - Spanish version
- Qualified Parking with Benefits Card
- Qualified Parking (no Benefits Card)
- Video - Learn about Commuter Benefits
- Video - Using your 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 - Learn about Health Flexible Spending Accounts (Health FSAs)
- Video - Learn about Limited-Purpose Flexible Spending Accounts (Limited FSAs)
- Video - Learn about Dependent Care Flexible Spending Accounts (DCFSAs)
Post-Enrollment
- FSA Reference Guide
- FSA Reference Guide - Spanish Version
- FSA Reference Guide - Health & Dependent Care FSA only
- FSA Welcome Email
- FSA Balance Reminder
- FSA Carryover (General)
- FSA Carryover (General) - Spanish Version
- FSA Carryover $500
- FSA Carryover $550
- FSA Carryover $570
- FSA Carryover $610
- FSA Carryover $640
- FSA Carryover $660
- FSA Carryover $680
- 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
- Limited-Purpose FSA Eligible Expenses
- Verifying FSA Benefits Card Purchases
- Verifying FSA Benefits Card Purchases - Spanish version
Health Reimbursement Arrangement (HRA)
Post-Enrollment
- HRA Reference Guide
- HRA Reference Guide - Spanish version
- HRA Welcome Email
- Video - Learn about Health Reimbursement Arrangements (HRAs)
Health Savings Account (HSA)
Enrollment
- HSA with Benefits Card
- HSA with Benefits Card - Spanish version
- Decision Tool - My HSA Planner
- Video - Learn about Health Savings Accounts (HSAs)
- Video - Advantages of the HSA
- Video - Saving Money with an HSA
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
Lifestyle Spending Account (LSA)
Post-Enrollment
General
Forms
- Commuter, FSA, HRA, or LSA Claim Reimbursement Request Form
- Recurring Dependent Care Request Form
- Dependent Care Verification Form
- Direct Deposit Employee Authorization Form
- Letter of Medical Necessity Form
- Release of Protected Health Information (PHI) Authorization
Resources
- Accessing Your Account Online
- Chard Snyder Mobile App
- Chard Snyder Mobile App - Spanish version
- How to File a Claim
- Direct Deposit Reimbursement Instructions
- FSA & HSA Comparison
- FSA & HSA Contribution Rules
- General Online Enrollment Instructions
- Tax-Free Account Insurance Terms
- Video - Using the Chard Snyder Benefits Card
- Video - Contactless payments with the Chard Snyder Benefits Card
- Video - Getting started with your online account
- Video - How to file a claim in your online account
- Video - Getting started with the Chard Snyder mobile app
- Video - How to file a claim in the Chard Snyder mobile app
- Video - How to use the Chard Snyder mobile app eligible expenses scanner
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!