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Welcome to BASIC

Alert: BASIC has a new and improved renewal process for plans with a start date of 1/1/2022 and beyond! Visit our new Client Renewal Resource page to learn more!

BASIC Consumer Driven Accounts (CDA)

Client CDA Resources

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Administration Resources
Training Videos

View these short tutorial videos to learn how to do some common functions within the CDA system.

Marketing Your CDA Benefit Accounts to Participants

These brochures are designed to highlight the features and benefits of BASIC CDA to your employees/participants. Additional materials with detailed instructions as well as forms and documentation are listed below and on the participant CDA resource webpage.

  • Participant Experience Flyer – Highlights of what awaits your participants within their new Consumer Driven Accounts system and service!
  • Participant MyCash Flyer – Educate your participants on the advantages of their new MyCash account!
  • Participant Welcome Email Sample – Ensure your participants have received their CDA Welcome Email by sending them this copy if needed.
  • Employee CDA System Access – Once enrolled participants will use this link to access the BASIC CDA System. Please note that this link is different from the link employers use to access the CDA System.
Participant CDA System Resources

Helpful how-to flyers on how to take advantage of the BASIC CDA system’s different features and functions. Additional participants’ resources are listed below and on the participant CDA resource webpage.


Did You Know? The Consumer Driven Accounts system makes it easy to receive support from BASIC. Click on “SUPPORT” in your CDA system to submit and track a support request. It’s a fast and convenient way to receive assistance from BASIC!

employee benefits

CDA Account Specific Resources

FSA – Medical and Dependent Care
Commuter – Parking and Transit
  • BASIC HSA Guide – A guide to what is an HSA, eligibility requirements, additional IRS regulations, and current IRS minimums and maximums.
  • BASIC HSA Enrollment Form with Agreement & Disclosure Statement – This document is for employees looking to open a Health Savings Account (HSA). It includes an enrollment form along with the Custodial Agreement & Disclosure Statement.
  • HSA Account Transfer Form – This form should be used when a participant wants to initiate a transfer of funds FROM another account TO their BASIC HSA Account.
  • Disbursement Request for HSA – Step-by-step flyer on how participants can request a disbursement from their 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.