Consumer Driven Accounts (CDA)

Participant Education Materials

Use these materials to learn more about your new BASIC benefit system and applicable accounts that your employer offers.

System Features

• Participant Experience Flyer – Highlights of what awaits your participants within their new Consumer Driven Accounts system and service!
• Participant Request a Reimbursement Flyer – Learn the multiple ways you 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 form to submit your claim via secure upload.
• Participant MyCash Flyer – Explore all the benefits your new MyCash account has to offer!

FSA

• FSA Enrollment Booklet – A guide designed to explain the tax savings benefit of an FSA benefit account.
• FSA Eligible Expenses – A partial list of reimbursable expenses.

Dependent Care

• Dependent Care FSA Qualifications – Use pretax dollars to pay for eligible dependent care expenses.

Commuter

• Parking and Transit Guide – A guide designed to explain IRS regulations and current year maximums.

HSA

• BASIC HSA Guide – Outlines the IRS HSA regulations for HSA participants.
• Investment Tool Kit Instructions – How to manage your HSA investments on the Consumer Driven Accounts system.
• Check out the current HSA Investment List here.
• HSA Account Transfer Form – The account holder transfer form initiates a transfer of funds to BASIC.
• Disbursement Request for HSA – Step-by-step flyer on how participants can request a disbursement from their HSA.
• Health Savings Account Upgrade FAQ – Frequently asked questions and answers regarding the changes in your HSA account during the upgrade. *Not applicable for new HSA clients to BASIC.

HRA

• Recurring Individual Premium Reimbursement Request Form – Request a recurring reimbursement for individual premiums.

BASIC Card

• BASIC Card Carrier – Instructions on setting up and using the BASIC Card and the BASIC Benefits App.
  • BASIC Card Insert – Welcome to the valuable BASIC Card.
  • BASIC Card Terms and Conditions – The BASIC Cardholder Agreement.