Welcome to the Help Center

Updated Articles

  1. Tax Withholding on Cash Distributions

    Distributions from qualified retirement plans are taxed as gross income for the year in which they are withdrawn from the plan. There are specific rules regarding tax withholding at the time of distribution. Normal Distributions: Mandatory 20...
  2. FSA/HSA/HRA Documents & Forms

    You can find additional documentation and forms for your plan by navigating to the Tools & Support menu. Once you are logged into your Online Account , select Tools & Support. You will be able to view and download: Account Access Authorization F...
  3. Reimbursement Account Statements

    When your account statement is available you will receive a notification by email directing you to view the statement details in your online account .  Once you are logged into your online account - select Message Center from your Main Account pag...
  4. Repayment of Coronavirus Related Distribution

    If you requested a distribution through the CARES Act Provision that permitted withdrawals due to hardship related to Coronavirus, you may repay all or part of the amount of a coronavirus-related distribution. Repayments must be made within three...
  5. I Need To Upload Additional Documentation To My Tuition/Fitness Claim. How Can I Do This?

    Once logged into your online account, claims needing additional information will be in the Tasks section of your Home page.  Click on the link in Tasks to be directed to the receipts needed page.  Once in the claim detail page, click on Upload a...
  6. Medical FSA After Leaving an Employer

    Expenses incurred after the date of separation are not able to be reimbursed. Any unused monies will be forfeited.  Depending on the situation, you may have the option to elect to continue participation in the Medical FSA Plan by electing CO...
  7. Submitting A Tuition Claim

    Submitting your claim online is the quickest and easiest way to be reimbursed from your plan. To submit your application for Tuition Reimbursement please follow these steps: 1.   Submit your application online:  Once logged into your online accoun...
  8. HSA Savings Planning Tools

    We're here to help. A Health Savings Account, or HSA, is a savings vehicle that offers a tax-advantaged way to pay for current or future healthcare expenses. HSAs can be used to pay for eligible medical expenses as well as deductibles, co-insuran...
  9. What Information is Required For Claim To Be Approved?

    For Medical FSA Claims: In order for your claim to be in good order there is specific detail that is required. When submitting a claim be sure to include a receipt or Explanation of Benefits (EOB) with the following information: Date servic...
  10. How Do I See My Claim Status Online?

    Once you are logged into your online account you will be able to see recent claims listed on your Home page under Recent Transactions.  You can also see claim history by selecting Claims under Accounts menu option. To see additional detail for cl...