TASC Universal Benefit AccountTM
A New Way to Manage Benefits
It's time to renew your benefit plan
For your convenience, we are automatically* renewing your plan(s) for the upcoming year. The Internal Revenue Service (IRS) has announced the annual inflation adjustments to contribution and benefit limits for 2024. See our benefit limits page for details. Have you begun your enrollment? With several enrollment methods to choose from, you pick what works best for you and your employees. Follow the steps below to complete your enrollment.
*Auto-renewal is not available for Tiered HRA benefit plans. An HRA Renewal Form must be completed. See below for forms.
Steps to
complete your renewal
- Sign up for a Renewal Webinar.
-
Review Your Plan for Changes.
1. From your account, go to Offerings > View Plans.
2. Select the plan year from the drop-down menu.
3. Choose a benefit plan from the list. -
Complete a Renewal Form.
1. See below for forms.
2. Enter your changes, completing one form for each benefit plan.- HFSA, DCFSA, Commuter: Even if you have no other changes, please indicate your payroll dates for next year.
- Tiered HRA: If we do not receive a completed HRA Renewal Form, your plan will not be automatically renewed. An HRA Renewal Form must be completed each year in order to renew your benefit plan.
- HFSA, DCFSA, Commuter: Even if you have no other changes, please indicate your payroll dates for next year.
- Submit completed forms via support request. (Go to Support › Contact Us online.)
Steps to complete your enrollment
Once your plan has been renewed, it’s time to enroll your participants! Enrollments should be completed 30 days prior to the plan year start date. You have several options to choose from:
Self-enroll online.
Participants enroll securely and directly via their online account. This is the preferred enrollment option for TASC clients and their participants.
- Ensure your eligible employees are added online. Check out the How-To Videos below for more info.
- Provide employees with this helpful Renewal Resource page
- Email or print the TASC Online Enrollment flyer to provide instructions to employees.
File upload.
Download the Census and Enrollment files from the Templates menu in your account online. Enter your information (making sure to include the 10-digit Plan ID for each benefit plan) and save your files in CSV format, then submit by going to Files › Data Files and clicking the Upload Data Files button. Check out our How-To Videos below for a step-by-step explanation.
Single employee.
Vendor file.
Submit a third-party vendor file. Be sure to include the 10-digit Plan ID for each benefit plan. Please note, for most benefit plans the Plan ID changes with the new plan year and must be updated with your vendor.
Paper.
See below for forms. Submit completed enrollment forms via support request. (Go to Support › Contact Us online.)