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Welcome to BASIC

Alert: Historic high volumes are causing delays in mailing through the U.S. Postal Service. Instead of sending paper claim forms to BASIC, we advise our participants to utilize the CDA system or mobile app to submit reimbursement requests and other electronic forms to avoid delays in processing.

BASIC Consumer Driven Accounts (CDA)


CDA System Resources

Sign Up or Sign In

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

  • Please note: Chrome is the preferred browser.
  • 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.

CDA Account Specific Resources

FSA – Medical and Dependent Care
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, faxed, or uploaded via our secure upload. 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, faxed, or uploaded via our secure upload. 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 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.



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