ADMINISTRATIVE FORMS

Broker Designation Form

Employee Termination and LOA Form

Employer Request for Service Form

Outside Plan Representative Designation Form

Participant Messaging Options Form

Transaction Reversal Request Form

EMPLOYEE ENROLLMENT TOOLS

MyAmeriflex Registration Instructions

How To Use Your MyAmeriflex Card (Spanish)

Substantiation Workflow

CRA Quick Reference Guide

CRA Quick Reference Guide (Spanish)

HSA Quick Reference Guide

POP Quick Reference Guide

FSA Quick Reference Guide

FSA Payroll Stuffer

COBRA FORMS

COBRA Legacy Qualified Beneficiary Form

COBRA New Plan Member Form

COBRA Open Enrollment Form

COBRA Participant Recurring ACH Form

COBRA Qualifying Event Submission Form

COBRA Rate Renewal Request Form

COBRA Request for Service Form

COBRA Special Plan Member Form

COBRA State Continuation Form

BANKING FORMS

Funding Change

FLEX EMPLOYEE TOOLS

Claim Form

Claim Form (Spanish)

CRA Change of Election Form

Employee Request for Service

FSA Worksheet

HRA Activation Form

Letter of Medical Necessity

Substantiation Request Form

Substantiation Request Form (Spanish)

ENROLLMENT FORMS & TOOLS

Customized Enrollment Form

CRA Online Enrollment Instructions

FSA Online Enrollment Instructions

FSA Enrollment Video

FSA Enrollment Form

FSA Enrollment Form (Spanish)

HRA Enrollment Form

HSA Enrollment Form

HSA Presentation

POP Enrollment Form

Online Enrollment Spreadsheet

Renewal Tutorial

Takeover Spreadsheet Template

Upload Spreadsheet

Upload Spreadsheet Instructions