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  1. Card Activation

    Benefits cards must be activated in order to use them for qualified medical expenses. Cards can be activated by calling 866-898-9795.  You will need to have your card available at the time of authorization in order to validate the account. Card a...
  2. 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...
  3. 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...
  4.  Move Money Within Your Account

    Review the guide below to learn more about the ways to move money between investments within your retirement account. ...
  5. 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 ...
  6. Setting Up Health Savings Brokerage Account

    Some plans offer additional investment options for your HSA through a Brokerage Account through Charles Schwab. This option allows you to select investment options outside of the core investments offered by your plan. This allows for more flexibilit...
  7. Required Minimum Distributions

    What are Required Minimum Distributions (RMDs)? Required minimum distributions, or RMDs, are congressionally mandated withdrawals from a qualified retirement plan. RMD rules dictate the minimum amount you must withdraw from your account every yea...
  8. Catch Up Contributions

    Need help determining how much to contribute per pay period to save the maximum allowed based on your age and the IRS maximum? Check out FINRA's " save the max " calculator as a resource.** What are catch-up contributions? Catch-up...
  9. May I use my Medical FSA to Reimburse My Spouse’s Medical Expenses, Even If He/She is Enrolled in A Different Health Insurance Plan?

    Yes, the FSA does not require that your dependents be covered under your health insurance plan. You can use your account to pay for eligible health care expenses for your family, regardless of the health insurance plan in which they are enrolled. ...
  10. Medical FSA While on Leave of Absence

    If you take a leave of absence while enrolled in the FSA plan, you have the option of either opting out or continuing in the Plan. If you elect to opt out of the plan, contact your benefits/human resources department to request this change. You may ...