We are here for you!
Advanced Flex Plan Administration with the Human Touch
Resources for all Benefits
This page shows resources for all benefits. If you wish to view only the resources for your Plan, click the appropriate button below.
Table of Contents
Forms
Participant Forms
Name
Description
Plan
English
Spanish
Change in Status/Qualifying Event Form
Required for mid-year changes to an FSA.
FSA
Direct Deposit Authorization Form
Add or change an existing bank account to receive reimbursements right to your bank account
All Plans
FSA Enrollment Form
This is an enrollment form that you may distribute to your employees. This includes Health and Dependent Care FSAs.
FSA
FSA Enrollment Form (with Limited Purpose FSA)
Use this enrollment form if you have an FSA and Limited Purpose FSA
FSA and LPFSA
HSA Contribution Form
Use this form to make an HSA contribution outside of your Employer’s payroll.
HSA
HSA Contribution Change Form
Use this form to make a change to your HSA contributions.
HSA
HSA Custodial Agreement
All HSA participants must either accept the HSA terms on the Online Portal or sign this form and return the last page to EMPOWER.
HSA
HSA Enrollment Form
This is an enrollment form that you may distribute to your employees.
HSA
HSA Transfer Form
Form to transfer the balance from another account to the participant’s current EMPOWER HSA account.
HSA
Employer Forms
Name
Description
Plan
English
Spanish
Banking Setup Form
Use this form to set up your Employer bank account with EMPOWER.
All Plans
FSA COBRA Form
Use this form to send to terminated Employees to elect COBRA.
All Plans
Nondiscrimination Questionnaire
Form for Employers to submit information for nondiscrimination testing.
All Plans
Enrollment Methods
Name
Description
Plan
English
Spanish
Enrollment Spreadsheet
Use this link to download the enrollment spreadsheet to send you enrollments to EMPOWER.
All Plans
EMPOWERConnect
EMPOWERConnect is an optional service that automatically integrates with your HRIS or Payroll system.
All Plans
Instructional Guides
Participant Instructional Guides
Name
Description
Plan
English
Spanish
FSA Welcome Guide (PDF)
Comprehensive guide to using the EMPOWER FSA.
FSA
Coming Soon
HRA Welcome Guide (Online)
Comprehensive guide to using the EMPOWER FSA.
HRA
Coming Soon
HRA Plan Fact Sheet
A single page handout that contains specific details about your Plan.
HRA
Your Account Manager will email this to the Employer before open enrollment starts.
HSA Welcome Guide (PDF)
PDF guide that details the HSA Plan for new participants.
HSA
Coming Soon
Participant Portal Quick Start Guide
Learn how to use the Online Portal (FSA and HRA).
FSA, HRA
Coming Soon
Employer Instructional Guides
Name
Description
Plan
English
Employer Welcome Guides
Guides are available that explain how to administer your EMPOWER Plan.
All Plans
You will receive guides when setting up a new plan and during open-enrollment. Ask your Account Administrator for additional information.
Employer Portal Quick Start Guide
Use this guide to learn how to use the Employer Online Portal.
All Plans
PCORI Guide
Read this guide to determine if you are required to pay PCORI fees to the IRS.
FSA, HRA
Additional Resources
Participant Resources
Name
Description
Plan
English
Spanish
