Getting Started

Review the One Employee Quick Start Guide for employers with a single employee to quickly get your plan up and running.

Read the Client Administration Manual to learn how to manage your AgriPlan or BizPlan.

Attend an upcoming webinar to learn more about your plan.
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Watch our instructional video (right) to learn how to access and manage your plan online.

Forms and Worksheets


Plan Election Change Form - Use this form to change your plan elections during the renewal process.

Request for Reimbursement Form - Use this form for manual claim reimbursement with your employee.

Employee Change Form - Use this form to make changes for your employee.

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.

 

Employee Education Materials


Use these to inform your employees about the Universal Benefit Account 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

FSA - SECTION 125 - FLEXIBLE SPENDING ACCOUNTS | | HSA - HEALTH SAVINGS ACCOUNTS | COBRA ADMINISTRATION | FMLA ADMINISTRATION | ERISA ADMINISTRATION |