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Forms & Resources

FSA

FSA

Flexible Spending Account

Flexible Spending Account (FSA) Reference Guide

Flexible Spending Account (FSA) Claim Reimbursement Request Form

Formulario de pedido de desembolso de reclamo de la Cuenta de Gastos Flexibles

Flexible Spending Account Carryover Feature

Flexible Spending Account Carryover ($660)

Flexible Spending Account Grace Period

Verifying Expenses Paid for With the Benefits Card

Expense Estimate Worksheet for a Flexible Spending Account

Flexible Spending Account Orthodontia Claims

Limited-Purpose FSA Eligible Expenses

Understanding the FSA (video)

Learn About Health FSAs (video)

Learn About Limited-Purpose FSAs (video)

Learn About Dependent Care FSAs (video)

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Check Out Our Frequently Asked Questions

HSA

HSA

Health Savings Account

Health Savings Account (HSA) Reference Guide

Name an HSA Beneficiary

HSA Tax Documents & Statements

Expense Estimate Worksheet for Your Health Savings Account

My HSA Planner

Learn About HSAs (video)

Advantages of the HSA (video)

Saving Money with an HSA (video)

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Check Out Our Frequently Asked Questions

HRA

HRA

Health Reimbursement Arrangement

Health Reimbursement Arrangement (HRA) Reference Guide

Health Reimbursement Arrangement (HRA) Claim Form

Learn About HRAs (video)

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Commuter Benefits

CB

Commuter Benefits

Commuter Parking Reference Guide

Commuter Transit Reference Guide

Commuter Benefits Claim Reimbursement Request Form

Learn About Commuter Benefits (video)

Using Your Commuter Benefits (video)

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Check Out Our Frequently Asked Questions

Using Your Benefits

UB

Using Your Benefits

How to Access Your Benefits Account(s)

Mobile App

How to File a Claim

FSAs & HSAs, What’s the Difference?

Using the Chard Snyder Benefits Card (video)

Contactless Payments with the Chard Snyder Benefits Card (video)

Getting Started with Your Online Account (video)

How to File a Claim in Your Online Account (video)

Getting Started with the CS Benefits Accounts Mobile App (video)

How to File a Claim in the CS Benefits Accounts Mobile App (video)

How to Use the Mobile App Eligible Expense Scanner (video)

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Check Out Our Frequently Asked Questions

Employer Resources

ER

Employer Resources

COBRA and Billing Services

Employer Portal Guide

Employer Portal Demo (video)

COBRA: How to Process Qualifying Events (video)

COBRA: How to Process New Hires (video)

Billing: How to Process New Participants (video)

Participant Portal Overview (video)

Savings and Spending Accounts

Employer Portal Guide

Employer Online Enrollment Instructions

Employer File Import Guide

Sample Demographic File Template

Sample Enrollment File Template

Sample Contribution File Template

Sample Dependent File Template

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Frequently Asked Questions

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