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  1. Accessing COBRA account information

    Any Qualified Beneficiary on your insurance plan is permitted to get information about coverage and  account status. Only one set of credentials can be used to access online account . If you are covered through COBRA but do not have online account ...
  2. Mobile Benefits Card Payments

    The benefits card is available to add to your mobile wallet!  Using your mobile wallet is a convenient way to store your benefits card details right on your smartphone so you always have the ability to make a purchase at the point of sale even if ...
  3.  Automatic COBRA & Direct Bill Payments

    You can set up automatic payments for your monthly COBRA or Direct Bill premiums that can be pulled from your checking or savings account. If you choose to set up automatic payments, an EFT (electronic funds transfer) will be drafted from your acc...
  4. Health Savings Accounts

    ALL your Health Savings Account questions answered Who is eligible to open an HSA? The main requirement for opening an HSA is having a high-deductible health plan that meets IRS guidelines for the annual deductible and out-of-pocket maximum. To ...
  5. 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    Distributions from qualified retirement plans are taxed as gross income for the year in which they are withdrawn from the plan.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...
  6. Opting Out Of Your Retirement Plan

    Employers can automatically enroll employees in a plan, such as a 401(k) or 403(b), and place contributions deducted from employees’ paychecks into certain predetermined investments, unless the employees decide otherwise. Participants have the opp...
  7. What is the Difference Between a Limited Purpose FSA and Medical FSA?

    Limited Purpose FSA A limited purpose FSA may be offered to employees that are enrolled in a Health Savings Account (HSA) in conjunction with a High Deductible Health Plan (HDHP). The Limited Purpose FSA is available to supplement vision and dental...
  8. Setting a PIN on your account

    You may set a PIN for your benefits card by calling (866) 898-9795 . You will be required to provide some information to confirm that you are the cardholder. You will then be prompted to set your individual PIN number. Once you have set the ...
  9. Mileage and Parking for Medical Appointments

    If you are enrolled in a Medical FSA plan you may be able to be reimbursed for parking and mileage expenses incurred while receiving medical care. Mileage Reimbursement:   To claim mileage, you will need to submit a claim online (or use a claim...
  10. Beneficiary Designation

    A beneficiary is any person, trust, or entity that is designated by the financial account holder to receive some portion of the assets in the account after he or she dies. A primary beneficiary is simply first in line to receive the assets in th...