Flex-Plan Benefits
2008 Employee Summary 2008 Dependent Care Worksheet 2008 Health Care Worksheet Enrollment Form Claim Form New Over-the Counter Drugs, Medical Equipment & Supplies Modification Form Termination & COBRA HCRA Health Care Account under Family Medical Leave Act (FMLA)
2008 Employee Summary 2008 Expense Worksheet Enrollment Form Claim Form with Receipts Claim Form Transit & Parking without Receipts Modification & Termination Form
Data Collection Worksheet (for setup and non-discrimination testing) IRS modifies "Use-it or Lose-it" Rule - Approves FSA Roll-Over Funds 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 (2008) IRS Publication 15-B • Employer Tax Guide to Fringe Benefit Plans (2007) IRS Publication 15-B • Employer Tax Guide to Fringe Benefit Plans (2006) IRS Publication 15-B • Employer Tax Guide to Fringe Benefit Plans (2005) 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)
Section 132 • IRS Notice 94-3 (12-29-93) Section 132 • Transit & Parking Regulations (1-11-01) IRS letter to Trust Administrators - Approval of Cash Reimbursement for Commuter Expenses (3-16-99) Overview of Commuter Benefit Plans from 1998-2002
Direct Deposit (Employee version) Use only if receiving hard copy check. Direct Deposit (Employer version)
TAI HIPAA Privacy Statement
Health and Human Services - Privacy Regulations
FSAs not subject to HIPAA Portability
Business Associate Privacy Statement
