BASIC CDA Renewal & Enrollment
BASIC Consumer Driven Accounts (CDA)
Benefits should be simple. Keep it BASIC.
Steps to Complete Your Renewal
✔ Watch this Renewal Overview Video
✔ Review your plan to see if you need to make changes
- From your CDA account, go to Benefit Plans › View Plans
- Select the next plan year from the drop-down menu
- Choose a benefit plan from the list
✔ *If you have changes, complete a Renewal Form and submit online via a “support request” in your CDA portal
✔ After the plan year starts, complete your Non-Discrimination Testing
- Visit our Non-Discrimination Testing resource page for complete instructions and FAQs
- Password to access the resource page: ndt230
Steps to Complete Your Enrollment
All that’s left to do after your plan has been auto renewed is to enroll your participants, even if they are remaining with the same election. With several enrollment methods to choose from, you pick what works best for you and your employees. BASIC requests that enrollments are completed 30 days prior to plan start date. See below for steps to complete your enrollment.
- Complete enrollments 30 days prior to plan year start date. You have several options to choose from:
- DEFAULT OPTION: Self-Enroll Online – participants enroll securely and directly on their CDA system. This is the preferred and default enrollment option for all BASIC CDA clients and their participants. If you prefer this option be turned off for your participants, please login to CDA and submit a support request.
– Ensure your eligible employees are added into the CDA system. Only those employees that are not currently in the CDA system will need to be added (check out the “how-to” videos below for more). Then, provide your participants with this helpful renewal resource page that contains enrollment materials.
– Email or print the participant online enrollment flyer to provide instructions to employees. - Census File Upload – In order for your participants to enroll online, all eligible employees must be loaded in the CDA system. Only those that are not currently in the CDA system will need to be added. Download the Census file from the Templates menu in the CDA System and add the new eligible employees to the file. Save your file in .CSV format and send to BASIC by going to Files, Data Files, Upload Data. Check out this How-To Video for a step-by-step explanation on file upload. For large clients who would like full census load in order to prevent duplication’s, please submit your file through a Support Request.
- Single Employee – add one employee without uploading files. Sign in to CDA, select the employee, click Start. To add them, click the icon next to the employee that looks like a snowman (three vertically stacked dots).
- Enrollment File Upload – Download the Enrollment files from the Templates menu in the CDA System. Save your file in .CSV format and send to BASIC by going to Files, Data Files, Upload Data. Check out this How-To Video for a step-by-step explanation. Be sure to include the 10-digit plan ID for each benefit plan.
- Vendor File – submit a third party vendor file. Be sure to include the 10-digit plan ID for each benefit plan.
- *Paper – submit via a Support Request in your CDA system. *Additional fees apply
- DEFAULT OPTION: Self-Enroll Online – participants enroll securely and directly on their CDA system. This is the preferred and default enrollment option for all BASIC CDA clients and their participants. If you prefer this option be turned off for your participants, please login to CDA and submit a support request.
- Distribute enrollment materials to your employees.
- Scroll down or go to Support > Documentation in your CDA account to find forms.
Use the videos below to conduct your own Virtual Enrollment Fair!
Click + next to the plan(s) to view the video.
Click the [ ] icon in the bottom right corner to view full screen.
Medical FSA & Dependent Care
Parking & Transit
HSA & HSA with Limited Purpose FSA
Forms & Other Resources
For security purposes and the fastest processing time, please submit ALL forms via support request, under Contact Us, in the CDA System.
Renewal Forms
- FSA & Commuter Renewal Form – Includes Dependent Care FSA.
- HRA Renewal Form – Clients with a standard HRA benefit plan will need to submit an HRA Renewal Form. If no form is received within 30 days of plan start, BASIC will auto-renew with no changes. Clients with a tiered HRA benefit plan, where the participant has a portion that is owed prior to the HRA paying or where the HRA is paying at a percentage, are required to submit an HRA Renewal Form. If no form is received, BASIC cannot process your renewal.
- HSA Plan Renewal Data Request Form – Required annually, 30 days prior to plan start.
Enrollment Forms
Participant Enrollment Materials
- Participant Online Enrollment Flyer (if you choose the self-enroll option for your employees).
- FSA Enrollment Booklet – A guide to what is an FSA, the tax benefits, a list of common medical eligible expenses, and an outline of Dependent Care regulations.
- FSA Medical Eligible Expenses – A partial list of reimbursable medical expenses for FSA participants. A list can also be found on our blog at https://www.basiconline.com/blog/fsa-eligible-expenses/.
- Parking and Transit Guide – This guide is designed to explain IRS regulations and current year maximums.
- BASIC HSA Guide – A guide to what is an HSA, eligibility requirements, additional IRS regulations, and current IRS minimums and maximums.
CDA Accounts
Our proprietary CDA system has the flexibility to add new accounts to meet your business culture and employee benefit trends. BASIC CDA offers an economy of scale with each additional account. If you are considering expanding your benefit offerings, click here to request a pricing proposal today.
Employee Award & Achievement Account
Fertility and Adoption Account
