BASIC Consumer Driven Accounts (CDA)

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Employee CDA System https://cda.basiconline.com

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• Participant Access Flyer – Instructions on how to sign in to the BASIC Consumer Driven Accounts system for the first time.
• When you log in please check your profile. Double check that all your information is correct, this includes dependent information, bank account numbers, and re-establishing recurring transactions.

CDA System Resources

Helpful how-to flyers on how to take advantage of the BASIC CDA system’s different features and functions.

• Where to Find Your ID Number – When calling customer service, it’s important for participants to have their Benefits ID# on hand. This can be found on the back of every BASIC card.
• Participant Mobile App – Directions on how to find and sign in to the BASIC benefits app for the first time. Plus, learn about some of the benefit management features the app offers such as the ability to view accounts, request a reimbursement, transfer MyCash funds, and picture to pay provider.
• Participant Request a Reimbursement Flyer – One-page flyer outlining the different ways participants can request a reimbursement from one of their CDA accounts.
• Participant Denied Reimbursement Appeal Form
• Participant Authorization for Release of Information Form
• Participant Reference Guide – Multi-page guide regarding the BASIC CDA System and accounts.
• Direct Deposit Request Form – Authorize BASIC to electronically transfer MyCash funds to a specified bank account.

FSA – Medical and Dependent Care

• 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 www.basiconline.com/blog/fsa-eligible-expenses.
• FSA Savings Calculator – Estimate the tax savings, annually or per paycheck, by participating in BASIC FSA.
• Request a Reimbursement Flyer – Learn the multiple ways participants can request reimbursement with the new CDA system.
• If you do not have an active email and can’t access the CDA system, please use this FSA reimbursement form. Reimbursement requests can be mailed or faxed. Please keep in mind that reimbursement time is increased when using this method over the CDA system or benefits app.
• Dependent Care FSA Eligible Expenses – List of common eligible and ineligible dependent care expenses.
• Dependent Care Contract
• Orthodontia Contract
• Letter of Medical Necessity

HRA

• Request a Reimbursement Flyer – Flyer outlining the multiple ways participants can request reimbursement from an HRA Account.
• If you do not have an active email and can’t access the CDA system, please use this HRA reimbursement form. Reimbursement requests can be mailed or faxed. Please keep in mind that reimbursement time is increased when using this method over the CDA system or benefits app.
• Recurring Individual Premium Reimbursement Request Form – This form should be used to request a recurring reimbursement for individual health insurance premiums (Retiree HRA, ICHRA, or QSEHRA).

Commuter – Parking and Transit

• Parking and Transit Guide – This guide is designed to explain IRS regulations and current year maximums.
• Request a Reimbursement Flyer – Learn the multiple ways participants can request reimbursement with the new CDA system.
• If you do not have an active email and can’t access the CDA system, please use this Parking and Transit reimbursement form. Reimbursement requests can be mailed or faxed. Please keep in mind that reimbursement time is increased when using this method over the CDA system or benefits app.

HSA

• BASIC HSA Guide – A guide to what is an HSA, eligibility requirements, additional IRS regulations, and current IRS minimums and maximums.
• Investment Tool Kit Instructions – How to manage your HSA investments on the Consumer Driven Accounts system. Current  HSA Investment List.
• HSA Account Transfer Form – The account holder transfer form initiates a transfer of funds to BASIC.
• HSA Contribution Request Form – Use this form to make a normal, mistaken distribution, rollover or transfer contribution.
• HSA Disbursement Request – Step-by-step flyer on how participants can request a disbursement from their HSA.
• HSA Death Distribution Request Form – Fill this out to designate a beneficiary for your HSA account.
• HSA Beneficiary Change Spousal Consent Form –  Use this form to designate or change your beneficiary. If you are married in common law or in a community property or marital property state, you must designate your spouse as your Primary Beneficiary. If you wish to designate someone other than your spouse, your spouse must agree by signing in the Spousal Consent section. Your spouse’s signature must be notarized.