Welcome to TASC
Thank you for choosing TASC for your employee benefits. With our Universal Benefit Account® we make benefits feel like benefits.
Getting started
Administration Resources
Participant Resources
Universal Benefit Account Webinar
This comprehensive demonstration will walk you step-by-step through our groundbreaking benefits solution.
Client Renewal Resources
Before the start of next year, visit this page for tools and resources to complete your renewal and enrollment.
UBA Client Administration Manual
Learn how to manage your benefit plans.
E-Pay Admin Fee Bank Withdrawal Authorization Form
Complete and submit this document to have your administration fees conveniently deducted from your checking account.
TASC Employer Contact Change Form
Use this form to add, update or deactivate a contact for your TASC account.
Non-Discrimination Assessment Instructions
Per IRS regulations and to retain the TASC Audit Guarantee, an annual Non-Discrimination Assessment must be performed for your FSA benefit plans.
Non-Discrimination Assessment Data Worksheet
TASC provides an Audit Guarantee that covers tax penalties resulting from a discriminatory plan as long as the TASC NonDiscrimination Assessment is completed and plan parameters are followed.
5500 Request Form FSA HRA
Use to request IRS Form 5500 filing for a FSA and/or HRA benefit plan.
Participant Experience Flyer
Highlights of what awaits your participants with Universal Benefit Account!
TASC Card Education
The benefits of the TASC Card and MyCash Account.
Mobile App Guide
Learn about the features and functions of the TASC Mobile App! View all your accounts, request a reimbursement or pay a provider, and more.
MyCash Account Education
Learn how to conveniently access and spend your reimbursement dollars on any purchase.
Accessing Benefit Account Funds
Access your TASC benefit account funds in the way most convenient to you.
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
HSA
FSA
Dependent Care
HRA
FHRA
Commuter
HSA Participant Benefits
Save money on healthcare expenses for today and tomorrow.
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 investments online.
HSA Enrollment Form
Complete this enrollment form to open a Health Savings Account (HSA).
Orthodontia Worksheet & Instructions
The treatment of orthodontic expenses under a Healthcare Flexible Spending Account (FSA) is different than other medical expenses because services generally span more than one plan year.
FSA Enrollment Form
Please sign, date, and complete each line on the enrollment form.
FSA Participant Benefits
Save money with FSA pretax benefit accounts.
Limited Purpose FSA Benefits
Use pretax dollars to pay for vision and dental expenses.
FSA Eligible Expenses
A helpful listing of expenses eligible for reimbursement from a Healthcare FSA.
Letter of Medical Necessity (LOMN)
For healthcare products and services that require authorization from a medical practitioner to be considered eligible for reimbursement.
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.
HRA Enrollment Form
Please sign, date, and complete each line on the enrollment form.
Recurring Individual Premium Reimbursement Request Form
Use to request a recurring reimbursement for individual health insurance premiums (Retiree HRA, ICHRA, or QSEHRA).
Denied Reimbursement Appeal Form
If your reimbursement request was denied, you will receive a Denial Notice describing the reason for the denial.
Investment Toolkit
Instructions on how to manage your investments online.
Cash Threshold Waiver/Reinstate Form
For participants with a Funded HRA, Retiree Medical Trust or VEBA Account.
Recurring Individual Premium Reimbursement Request Form
Use to request a recurring reimbursement for individual health insurance premiums (Retiree HRA, ICHRA, or QSEHRA).
Other resources
ICHRA Resources
QSEHRA Resources
Abbreviated ICHRA Model Notice
This notice is required to be distributed annually to eligible employees 90 days before benefit effective date.
ICHRA Model Notice
Use this notice when applying for individual health insurance coverage.
ICHRA Model Attestations
You have been offered an individual coverage health reimbursement arrangement (HRA) to help you pay for medical care expenses.
ICHRA Substantiation – Employer Responsibilities
This document explains the employer responsibilities as to the annual substantiation of any participant's individual health insurance coverage.
ICHRA Affordability Determination
ICHRA affordability requirements and how to calculate ICHRA affordability.
Frequently Asked Questions
Qualified Small Employer HRA (QSEHRA) 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.