The content in this section features instructions and options for using the Group Portal, tools such as a list of printable forms, and helpful information about how to manage your spending accounts.
Overview
When it comes to the day-to-day tasks of administering spending accounts, we have you covered. Use this guide to find health spending account tips, information, forms, and more.
- Blue Cross Blue Shield of Vermont Printable Forms
- This page contains printable forms that you can use to manage your accounts.
- Capital Blue Cross Printable Forms
- This page contains printable forms you can use to manage your accounts at Capital Blue Cross.
- CareFirst Printable Forms
- This page contains printable forms that you can use to manage your account.
- FSA and DCFSA Payroll Fact Sheet
- This guide shows details on the fundamentals of your FSA/DCFSA payroll deduction responsibilities.
- Group Portal Tip Sheet
- Our Group Portal is your one-stop-shop for managing your company’s spending accounts. It gives you instant access to your account information and the ability to complete transactions online, which means less paperwork and a better use of your time and resources. Once registered, you can begin to experience the convenience and control it provides.
- Health Care Reform Impact on Spending Accounts
- This page is available only to internal employees. It's a resource you can use when talking to clients about the health care reform of 2011. Feel free to generate a PDF from this page and send it to clients.
- Horizon Printable Forms
- This page contains printable forms that you can use to manage your account.
- Enrolling Members
- Learn the various ways you can enroll members in your group- both during open enrollment, or as new associates are onboarded.
- How to Complete Form 5500 Using Group Portal Reports
- You can use the Participant Activity Report in the Group Portal to help complete Form 5500. Here are the steps to getting the information you need.
- How to Give an Agent Access to Your Group Portal
- Agents can use their own portal to access and manage your organization's benefit information. Here's how to set that up.
- Accessing the Group Portal
- Here are the steps to getting started on the Group Portal, so you can use it to manage your members, download reports, and more.
- How to Manage Your HSA Payroll and Contribution Methods
- This guide can help you choose the best option to process your organization’s HSA contributions for your employees, as well as how to add contributions through the Group Portal.
- How to View Reports and Invoices on the Group Portal
- Once your group information is entered into the Group Portal and your plans are active, you can begin to take advantage of the reporting tools built into the portal. This is a great way to help you keep track of your group’s information.
- IRS HSA Contribution Correction Circumstances
- Mistakes can happen when making HSA contributions. Here are some examples of common ways incorrect contributions are made and how to address them.
- Patient-Centered Outcomes Research Institute (PCORI) Fee Information
- This page covers the Patient-Centered Outcomes Research Institute (PCORI) fee that plan sponsors may be subject to.
- Printable Forms
- This page contains forms that you can use for managing your group.
- Reviewing and Paying Invoices
- Here are details you can use to help manage the invoice billing for your group.
- What Can You Do with Forfeited FSA Funds?
- Since FSA funds are mostly “use it or lose it” for employees, there will inevitably be some employees who lose at least part of the money contributed to it. What can you do with that money?
- What to Know About FSA Rollovers
- The IRS gives employers the option to allow employees to rollover some money from the current plan year to their FSA for the following plan year. Here's how it works.
Frequently Asked Questions
- When is participant enrollment information due?
- Enrollment information is due to Further 30 days prior to your renewal effective date.
- When I receive my renewal form, what should I do if there are no changes to our plan?
- You may keep your current plan design for the new year. A completed form is not required to be returned and your plan will be automatically renewed with the same features and options as the previous year.
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