AgriPlan and BizPlan Benefits Card

The Benefits Card automatically tracks and enters your health-related transactions so your annual Transmittal is a breeze! Using the Benefit Card streamlines expense reimbursement and maximizes your tax benefit, all while saving you time!

The Benefit Card is NOT a credit card. Instead, money is deducted from your business account to pay for the expense, similar to a debit card, eliminating the need to cut a separate reimbursement check back to the employee, and manually entering the expense into the annual Transmittal at the end of the year!

Are you capturing ALL of your health-related expenses? Do you enter that bottle of cough medicine that you bought at the pharmacy? With the Card, capturing these expenses will be easier and will ensure you receive the maximum tax deduction you deserve!

• No Annual Fee
• Auto Pre-filled Transmittal (imagine the time you'll save!)
• One Card to Pay for Your Eligible Medical Expenses (including Over-The-Counter!)
• Convenient and Instant Reimbursement (No need to cut a separate check!)
• Exclusive to AgriPlan and BizPlan Clients

Sign up today! Click here to open a PDF of the Benefits Card Enrollment Form. Complete the form and fax it in to us with a copy of a voided check. It's that easy! (You must have Adobe Reader in order to open the PDF. Download this free software!)

FORMS and DOCUMENTS

• Benefits Card Enrollment Form
• Dependent Benefits Card Application
• Employer Guide to the Benefits Card
• Employee Guide to the Benefits Card
• List of Eligible Over-the-Counter Medical Expenses

FREQUENTLY ASKED QUESTIONS

Why do I need an e-mail address?
AgriPlan and BizPlan will communicate with the business owner (Client) via e-mail. An e-mail will be sent to the e-mail address on file after each purchase transaction. In addition, the expenses will be entered into the online Transmittal, so you must use that system in order to reap the benefits of using the Card.

Will I receive a Kit or Manual in the mail?
Yes. You will receive an Enrollment Kit detailing the Benefits Card Program; the Enrollment Form it includes is our “contract” with you. Complete the form carefully, providing information on the account which will cover your card purchases. Please submit the form with a copy of a voided check, and retain a copy for your records. (This Kit may be sent via mail or e-mail.)

May I obtain multiple cards for my employee(s)?
Yes. You may obtain one additional Dependent Card per employee at no additional charge. (Dependent Benefits Card Application). Additional Cards will have different names and numbers on them, but when used they will tie back to and pull from the same business owner account. (If you require more than one additional Card you may send a special request to BenefitsCard@tasconline.com. Each extra Card has a $25.00 fee associated with it.)

Will the card cost something in the future?
Sign up now and we will guarantee no annual fee for you, ever. Future new card users may be charged a fee, but not Clients who elect today.

What is the annual maximum on my card?
The card maximum is the same as the annual maximum elected on your Plan. Each employee's annual maximum is the same as the annual maximum election in the Plan.

Does each employee have the same maximum?
Yes. Each employee’s annual maximum is the same as the annual maximum elected in the Plan.

Is there a transaction limit on my card?
Yes, up to $1000 in any seven day period. Once the funds have been recovered from the employer’s business account the card limit will be expanded again to $1000. This limit is imposed for security purposes. (If you have a Dependent Card, the $1000 limit is the combined limit of the primary Card and the Dependent Card.)

If you know of an upcoming expense that will exceed $1000, simply ask us to “open” your card for that one transaction. (Please provide 48 hours notice of any transactions over $1000.)

From what account are the funds dispersed?
The funds will be transferred from the employer’s regular business account, eliminating the need for a separate account.

How prompt is the deduction?
TASC is notified automatically when the card is used. We pay the expense, which posts the next business day on the Online Statement.

Where is the card accepted?
Use the card at all merchants with a medical merchant code (doctor office, dental office, eye care and vision merchant, pharmacy, etc.) While card use will be declined at unauthorized merchants, you may enter the declined yet appropriate expenses manually online. The Card may not be used to pay for insurance premiums.

How will I know when money is going to be pulled from my business account?
After each purchase you will receive an e-mail that details the expenditure amount and the date it will be deducted from your account. Make sure your e-mail with us is current.

Can I view card transactions online?
COMING SOON! View all card transactions online 24/7! All Benefits Card purchases made in the current Plan year are detailed in this electronic statement. (No paper statements will be sent.) At the end of the year you should print and file a paper copy of your final Year-End Statement of all expenses. You can reach the Benefits Card Management page by logging into your Client website at www.exploretasc.com.

When may I start using the card?
Once you have completed the Enrollment Form with the necessary banking information, your Card will be active (this process may take up to two weeks from the time you return your form).

More Questions? Click here to view the entire list of Frequently Asked Questions (PDF)

Other questions or comments?
Contact us at 1-888-595-2261, or via e-mail at BenefitsCard@tasconline.com.

© 2006 Total Administrative Services Corporation ...All rights reserved.