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Employee Section
Flex-Plan Benefits
Enrollment Form
Claim Form
New Over-the Counter Drugs, Medical Equipment & Supplies
Modification Form
Termination & COBRA HCRA
IRS Publication 502 • Medical and Dental Expenses
IRS Publication 503 • Child and Dependent Care Expenses
IRS Form 2441 • Dependent Care Expenses
(to be attached to Form 1040)
Health Care Account under Family Medical Leave Act (FMLA)
Commuter Benefits
Enrollment Form
Claim Form with Receipts
Claim Form without Receipts
Modification & Termination Form
Employer Section
Flex-Plan Benefits
Data Collection Worksheet
(for setup and non-discrimination testing)
IRS Approves Over-the-Counter Drugs, Medical Equipment, Medical Supplies and Diagnostics for FSAs and HRAs.
(Revenue Rulings 2003-58 and 2003-102)
IRS Publication 15-B • Employer Tax Guide to Fringe Benefit Plans
(2004)
IRS Publication 15-B • Employer Tax Guide to Fringe Benefit Plans
(2003)
IRS Publication 15-B • Employer Tax Guide to Fringe Benefit Plans
(2002)
Section 125 • Cafeteria Plan Regulations
(1-10-01)
FMLA Q&A with Regulations
(10-16-01)
Commuter Benefits
Section 132 • IRS Notice 94-3
(12-29-93)
Section 132 • Transit & Parking Regulations
(1-11-01)
Overview of Commuter Benefit Plans from 1998-2002
Administrative Forms
Flex-Plan and Commuter Benefits
Direct Deposit
(Employee version) Use only if receiving hard copy check.
Direct Deposit
(Employer version)
HIPAA and Privacy Information
Privacy Rule
TAI HIPAA Privacy Statement
Federal Register
Health and Human Services - Privacy Regulations
FSAs and HIPAA
FSAs not subject to HIPAA Portability
Business Associate
Business Associate Privacy Statement
