Forms & Resources
This is where you’ll find our plan forms and documents.
-
HSA Advantage™ Terms and Conditions
The Terms and Conditions include the Custodial Agreement and Disclosure Statement for our HSA Advantage accountholders.
-
HSA Advantage™ Tax Documents & Statements
Gives you information and instructions about selecting a delivery option for HSA tax documents and statements.
-
Flexible Spending Account Orthodontia Claims
Details how orthodontia claims are handled differently than other healthcare flexible spending account claims
-
Flexible Spending Account Carryover Feature
Explains how the Flexible Spending Account carryover works
-
Flexible Spending Account Grace Period
Explains how the flexible spending account grace period works
-
Complement your HSA with a Limited or Dependent Daycare FSA
Explains how HSA accountholders can save even more by taking advantage of limited healthcare flexible spending accounts and dependent daycare flexible spending accounts
-
Verifying Expenses Paid for With the Chard Snyder Benefits Card
Explains why you might receive a request for additional information about an expense that you paid for with your benefits card
-
Formulario de pedido de desembolso de reclamo de la Cuenta de Gastos Flexibles
Utilice este formulario para presentar reclamos para su salud o para dependientes de guarderías de su cuenta de gastos flexibles.
-
Expense Estimate Worksheet for Your Health Savings Account
Estimate your annual healthcare costs
-
Expense Estimate Worksheet for Your Flexible Spending Account
Estimate your annual healthcare or dependent daycare costs