| Name |
Description |
|
| 2 1/2 Month 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. |
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 |
| EZTrue |
EZTrue is designed to reduce the number of receipt requests a FSA participant receives during the year, while following IRS regulations, for FSA Debit Card transactions. The purpose of EZTrue is for Debit Card substantiation. |
Coming soon |
