Welcome to TASC!

Thank you for choosing TASC for your employee benefits.

With our Universal Benefit Account^® we make benefits feel like benefits.

50+ different benefit accounts on one configurable platform with one user experience, one card, and one app.

QUICK LINKS
FSA Materials
HSA Materials
How-To Videos

Getting Started

Administration Resources

• Register for and attend a Universal Benefit Account Webinar.
• Review the Client Administration Manual to learn how to manage your benefit plans.
• Explore the Client Education Guide to find how-to instructions and videos to guide you through Universal Benefit Account.
• Complete and submit the E-Pay Admin Fee Bank Withdrawal Authorization Form to have your administration fees conveniently deducted from your checking account.
• Add, change or delete a system user with the TASC User-System Access Change Form or make these changes online.
• Per IRS regulations and to retain the TASC Audit Guarantee, an annual Non-Discrimination Assessment must be performed for your FSA benefit plans. After the start of each plan year, use the Non-Discrimination Assessment Instructions to complete the Data Worksheet for your FSA.
• Before the start of next year, visit our Client Renewal Resources page for tools and resources to complete your renewal and enrollment.

Participant Resources

Use these materials to inform your employees about Universal Benefit Account.

• Participant Experience Flyer – Highlights of what awaits your participants with Universal Benefit Account!
• TASC Card Flyer – The benefits of the TASC Card and MyCash Account
• Mobile App Guide – Learn about some of the features and functions of the TASC Mobile App, such as the ability to view all your accounts, request a reimbursement and pay a provider.
• MyCash Account Education – Learn how to conveniently access and spend your reimbursement dollars on any purchase.
• Participant Reimbursement Flyer – Familiarize yourself with the easy ways to request a reimbursement.
• Participant Reference Guide – Learn about Universal Benefit Account and how to manage your benefits.
• Eligible Expenses – A partial list of reimbursable expenses for various accounts.

Benefit Account Resources

Health Savings Account (HSA)

• HSA Enrollment Form
• HSA Participant Benefits – Learn about the benefits of participating in an HSA.
• HSA Eligible Expenses – A partial listing of HSA-eligible expenses.
• HSA Distribution Request Form – Complete this form to request a distribution from your TASC HSA.
• HSA Accountholder Transfer Form – Utilize this form to initiate a transfer of funds held by another HSA custodian to your TASC HSA.
• HSA Contribution Request Form – Use this form to make a contribution via check to your HSA (may include a rollover or transfer).
• HSA Beneficiary Change Form – Use this form to designate or change your beneficiary.
• Investment Toolkit – Instructions on how to manage your HSA investments online.

Healthcare Flexible Spending Account (FSA)

• FSA Enrollment Form
• FSA Participant Benefits – Learn about the benefits of participating in a Healthcare FSA.
• FSA Eligible Expenses – A partial listing of FSA-eligible expenses.
• FSA Carryover – Contribute to a FSA with minimized risk.
• FSA Grace Period – Continue to incur expenses and request reimbursement after the end of the plan year.
• Limited Purpose FSA Benefits – For participants with a Health Savings Account (HSA).

Dependent Care FSA

• FSA Enrollment Form
• Dependent Care Qualifications – See if your expenses qualify for reimbursement.
• Dependent Care Contract – Get your Dependent Care FSA benefit account up and running.

Health Reimbursement Arrangement (HRA)

• HRA Enrollment Form
• HRA Participant Benefits – Learn about the benefits of participating in an HRA.
• Recurring Individual Premium Reimbursement Request Form – Use to request a recurring reimbursement for individual health insurance premiums (Retiree HRA, ICHRA, or QSEHRA).

Funded HRA (FHRA)

• Cash Threshold Waiver/Reinstate Form – For participants with a Funded HRA, Retiree Medical Trust or VEBA Account.
• Investment Toolkit – Instructions on how to manage your FHRA investments online.

Parking Account / Transit Account

• Commuter Enrollment Form
• Commuter Benefits – Learn about the benefits of using pretax dollars for your work-related commuter expenses.

Other Resources

ICHRA Resources

• Abbreviated ICHRA Model Notice – This notice is required to be distributed annually to eligible employees 90 days before benefit effective date. In addition to explaining the Individual Coverage HRA (ICHRA), the primary purpose of this notice is to inform eligible employees how the ICHRA affects premium tax credits. This information will help employees decide whether to participate in the ICHRA or opt out. This notice should be distributed no later than the date the employee is first eligible to participate in the ICHRA, if that employee is not eligible to participate at the beginning of the plan year or when the notice is provided to other participants. If the ICHRA is put in place less than 120 days before the beginning of the first plan year, the notice for that first plan year should be provided no later than the date on which the ICHRA is first effective for the participant.
• ICHRA Model Notice
• ICHRA Model Attestations
• ICHRA Substantiation - Employer Responsibilities – This document explains the employer responsibilities as to 1) the annual substantiation of any participant's individual health insurance coverage and 2) ongoing substantiation of the participant's individual health insurance coverage on a monthly basis.
• ICHRA Affordability Determination and Non Discrimination Rules

QSEHRA Resources

• Frequently Asked Questions
• Minimum Essential Coverage Notice – This notice is required to be given to employees on a annual basis and among other things advises the employee if they do not have minimum essential health coverage during any given month their reimbursements from the QSEHRA will be taxable.
• 90 Day Notice – This notice is required to be distributed annually to eligible employees by any employer who offers a QSEHRA. For new QSEHRAs this notice should be sent prior to the QSEHRA plan going into effect. For an existing QSEHRA plan this should be sent at least 90 days before the calendar year. For those employees that are not eligible at the beginning of the year, the notice should be provided on or before the date they become eligible for the plan.