Useful Guides

Name Description
2 1/2 Month Grace Period This form may be used to request a reimbursement for your eligible Flexible Spending Account expenses/items. Download
FSA’s The ABC’s of Flexible Spending Accounts Download
Limited FSA A Limited FSA is offered by some Employer’s who offer a High Deductible Health Plan (HDHP) with a HSA. Download
Limited FSA with Grace Period Some Employer’s offer an additional period of time to allow you to incur expenses after a plan year ends. Read more to learn how the 2 1/2 Month Grace Period works when you are enrolled in a Limited Purpose FSA, when enrolled in a HDHP with a HSA. Download
HSA’s A health savings account (HSA) is a tax-advantaged medical savings account that may be available to taxpayers in the United States who are enrolled in a high-deductible health plan (HDHP). The funds contributed to an account are not subject to federal income tax at the time of deposit. Download
Parking & Transit Plans Many Employer’s offer a pre-tax plan that provides for parking and transit benefits. Read more to see how these plans work. Download
Rollover In late 2013, the IRS approved a Rollover feature for the Health FSA. Much like the 2 1/2 Month Grace Period, your Employer may choose to offer this feature. Download
Rollover with FSA Debit Card In late 2013, the IRS approved a Rollover feature for the Health FSA. Much like the 2 1/2 Month Grace Period, your Employer may choose to offer this feature. Read more to learn how this feature works with the FSA Debit Card. Download
Standard FSA Debit Card Read all about how a FSA Debit Card works. Download
True Up True Up is a unique service offered by TaxSaver Plan that allows for receipt free use of the FSA Debit Card during the Plan Year. Not all Employers offer this feature. Download