ACH and Wire Instructions Handout – COBRA (pdf)
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Adding an HSA Handout (pdf)
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Auto-Substantiation Handout (pdf)
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Benefits File Import Guide (pdf)
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Benefits Lifecycle Chart (pdf)
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Capital Expense Worksheet (pdf)
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Case Management Tool Assisted Support FAQ (pdf)
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COBRA at a Glance Handout (pdf)
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COBRA File Imports Key (pdf)
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COBRA Lifecycle Chart (pdf)
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COBRA Timeline Chart (pdf)
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Commuter Benefits FAQ (pdf)
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Contribution Based Funding Handout (pdf)
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Contribution File FAQ (pdf)
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Current Continuant Instructions (pdf)
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Custom Online Account Guide (pdf)
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Direct Bill Data Flow Chart (pdf)
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Direct Bill FAQ (pdf)
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Employer Responsibilities Handout (pdf)
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FSA Short Plan Year Considerations FAQ (pdf)
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FSA-COBRA Eligibility Handout (pdf)
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Funding Defined and Reporting – HSA Funding (pdf)
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Grace Period vs Carryover Handout (pdf)
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Guide for Current Plan Year Takeover (pdf)
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Guide to completing the Subsidy (pdf)
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Guide to Contribution Based Funding and Reporting (pdf)
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Guide to Contribution File Errors (pdf)
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Guide to Creating a Recurring Contribution Schedule (pdf)
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Guide to Enrolling Participants by Key-in (pdf)
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Guide to Entering a Subsidy on the COBRA Portal (pdf)
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Guide to Entering QBs and NPMs (pdf)
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Guide to Finding Total HSA Contributions by Employee (pdf)
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Guide to Funding and Reporting (pdf)
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Guide to HRA Dependent Files (pdf)
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Guide to HSA Bulk Transfer Process (pdf)
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Guide to On-Demand Reporting (pdf)
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Guide to Opening Secure Emails (pdf)
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Guide to Running COBRA Reports (pdf)
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Guide to the COBRA Employer Online Account (pdf)
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Guide to Updating Employee Election Amounts (pdf)
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Guide to Updating Participant Status (pdf)
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HSA Process Flow Handout (pdf)
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HSA State Tax Handout (pdf)
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Incompatible Enrollment Examples (pdf)
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LEAP Dashboards Handout (pdf)
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Leave of Absence Chart (pdf)
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LSA Insights (pdf)
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MSP Reporting FAQ (pdf)
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Non-Discrimination Testing Catalog of Services (pdf)
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Non-Discrimination Testing Corrections Process (pdf)
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Participant Notifications – COBRA (pdf)
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Participant Notifications – Direct Bill (pdf)
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Participant Notifications – Spending Reimbursement Accounts (pdf)
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Plan Comparison Chart (pdf)
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Plan Year Closing FAQ (pdf)
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Product Overview (pdf)
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Short-term Leave Direct Bill Timeline (pdf)
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Smart Commute Program Employer Handout (pdf)
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Stale Check FAQ (pdf)
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Substantiation FAQ (pdf)
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