The HRA / FSA Consolidated Claim Form allows you to submit a one-time HRA reimbursement request or a recurring HRA reimbursement request, such as an insurance premium. This form also allows you to submit reimbursement requests for FSA expenses and Dependent Care expenses.
The HRA / FSA Consolidated Claim Form for Pennsylvania allows you to submit a one-time HRA reimbursement request or a recurring HRA reimbursement request, such as an insurance premium. This form also allows you to submit reimbursement requests for FSA expenses and Dependent Care expenses. This form also includes a section for premium assistance from PSERS, which is specific to the state of Pennsylvania.
The HRA / FSA Statement of Medical Necessity Form is signed by your doctor and shows that the service you received is medically necessary. Common services that require this form include: counseling, physical / occupation / massage therapy, and acne treatment.
The 125 Plan Enrollment Form allows you to enroll in your employer’s FSA program during their open enrollment period.
The FSA / HRA Restriction / Suspension Form allows you to restrict your FSA / HRA (or suspend, if appropriate) if you, your spouse, and / or eligible dependents are contributing to a Health Savings Account (HSA), or if you want to qualify for a subsidy on the exchange.
The Change in Status Election Form allows you to update your election amount if you have had a qualifying event during the plan year. Common examples of qualifying events include divorce, birth of child or adoption, change in dependent status, etc.
The FSA Authorization for Release of PHI allows you to authorize certain individuals to receive information on your claims, payment, and other related health information about you. The form also includes an option that prohibits any type of disclosure to anyone other than yourself.
The FSA Direct Deposit Form allows you to request that your reimbursements be directly deposited into your bank account. You may also use this form to change your current direct deposit information, or cancel your direct deposit.
The HCRA Mid-Year Election Changes sheet outlines what life events could qualify you for a mid-year election change.