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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 checks or paper claim forms to BASIC, we advise our clients and participants to utilize other payment methods like ACH and electronic forms of claim submittal to avoid delays in processing.

BASIC Consumer Driven Accounts (CDA)

Client CDA Resources

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Administration Manual

Client Administration Manual includes instructions on how to manage your benefit plans online in the CDA system.

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.

  • Participant Access Flyer – Instructions on how to sign in to the BASIC Consumer Driven Accounts system for the first time.
  • 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 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.


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.