Year-End Activity Help
- Online Instructions for Year End offers step-by-step instructions for how to access your TASC account online via the Client and Employee Portals and perform functions like entering expenses and requesting a Year-End Report.
- How to Add an Employee's Email in the Client Portal to allow the participant to sign up and access the Employee Portal where they can enter expenses and perform other online functions.
Register for a Webinar
These comprehensive demonstrations will walk you step-by-step through how to manage your AgriPlan/BizPlan online. After attending one of our live webinars, you will be fully prepared to experience this industry-changing way to manage benefits.
Mondays from 10:30 AM - 11:30 AM Central
Register Here: TASC AgriPlan/BizPlan Section 105 HRA
Why you should be using the TASC Card®
The TASC Card allows you to pay for eligible healthcare expenses at the point of purchase and. It auto-substantiates each purchase to immediately identify if the items being purchased is eligible under AgriPlan/BizPlan, which takes the burden off the Business Owner to adjudicate it later.
Complete a TASC Card Enrollment Form and take advantage of the TASC Card for easy medical reimbursement!
Employer Materials
Quick Start Guide For one-employee plans. A reference for employers with a single employee to quickly get your plan up and running.
Client Online Guide - Learn how to manage your AgriPlan/BizPlan online.
Client Administration Manual - provides complete information about AgriPlan/BizPlan for clients to help manage their plan.
Employee Education Materials
Use these to inform your employees about the AgriPlan/BizPlan employee experience.
TASC Card Insert - Welcome to the valuable TASC Card.
Eligible Expenses Guide - Learn which expenses are eligible for reimbursement or Card purchase under your AgriPlan/BizPlan.
TASC Mobile App Guide - How to download and use the free TASC mobile app for easy account access.
Instructional/Demo Videos
Watch any of our instructional videos below to learn how to access and manage your plan in our UBA web portals:
- WATCH VIDEO: How to Establish an Online Account for AgriPlan/BizPlan (Sign Up/Log In)
- WATCH VIDEO: How to Give Your Employees Access
- WATCH VIDEO: How to Enter Your Expenses Online
- WATCH VIDEO: How to Request a Transmittal Form Online
- WATCH VIDEO: How to Request a Year-End Report Online
- FULL DEMO VIDEO: Includes all shorter videos listed above.
Forms
Plan Election Change Form - Use this form to change company information, plan elections or eligibility requirements.
Request for Reimbursement Form - Use this form for manual claim reimbursement with your employee.
Employee Change Form - Use this form to add or terminate employees.
TASC Card Enrollment Form - Take advantage of the TASC Card for easy medical reimbursement!
Employee Time Sheet - Track your employee's hours on this convenient form.
Reasonable Compensation Worksheet - Determine how much you should pay your employee based on duties asigned, experience/skills needed and location.
Written Employee Agreement Template - Use this template to define the terms and agreements of your employer/employee relationship.
The TASC Card is issued by Pathward®, N.A., Member FDIC, pursuant to license by Mastercard® International Incorporated. Mastercard and the circles design are registered trademarks of Mastercard International Incorporated.