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Register for and attend an upcoming webinar.

Review the Client Administration Manual to learn how to manage your benefit plans.
AgriPlan/BizPlan clients, please use the Client Online Manual instead.

Explore the Client Education Guide, which contains how-to instructions and videos to guide you through Universal Benefit Account.

Visit our Support page to find special notices, read testimonials, and learn about what we're working on at TASC.

Cash Threshold Waiver/Reinstate Form - For Funded HRA, Retiree Medical Trust, and Voluntary Employees' Beneficiary Association

Educate Participants

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

Participant Experience Flyer – Highlights of what awaits your participants with Universal Benefit Account!

FSA Participant Benefits – Save money with FSA pretax benefit accounts.

Limited-Purpose FSA Benefits

FSA Carryover - Includes language on the temporary "unlimited carryover" provision.

FSA Grace Period - Includes language on the temporary "12-mo extension" provision.

HSA Participant Benefits - Save money and invest for future with an HSA pretax benefit account.

Commuter Benefits - Save money on work-related transit and/or parking expenses.

Eligible ExpensesA partial list of reimbursable expenses for various accounts.

Dependent Care FSA Qualifications – Use pretax dollars to pay for eligible dependent care expenses.

TASC Card Flyer - The benefits of the TASC Card and MyCash Account

TASC Mobile App Guide - How to find the app, sign on, and use features

ICHRA Materials

Abbreviated ICHRA Model Notice (DP-6340): 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.

Individual ICHRA Model Notice (DP-6330): You may wish to use the government's model notice.

ICHRA Substantiation - Employer Responsibilities (DP-6351): 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.

Individual Coverage HRA Model Attestations (DP-6331)

ICHRA Affordability Determination and Non Discrim Rules (DP-6391)

Other Resources

TASC Overview – Learn more about the most innovative and trustworthy administrator in the industry, plus a first look at the groundbreaking Universal Benefit Account.

Cube – Take an interactive look at the variety of accounts available with Universal Benefit Account.

Check out these exciting features built into Universal Benefit Account:


"How-To" Videos

Using the funding report.


Using the enrollment report.

How to upload a file.

How to add an enrollment.

How to upload data files.

How to terminate employees.

How to setup and assign user access.

How to manage employee information.


How to verify contributions.

How to add individual employees.