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forms

Enrollment Form

FSA Enrollment Kit

Claim Form

Substantiation Request Form

Direct Deposit Form

HRA Participation Agreement

HRA Activation Form

CRA Change Form

New Client Application

 

COBRA Forms

Qualifying Event Form

New Hire/Plan Member Form

Open Enrollment Form

Takeover/Legacy QB Form

Plan/Rate Update Renewal Form

COBRA Recurring ACH form

 

Guides

How-to use your AmeriFlex Convenience Card®

AmeriFlex Convenience Card® Online Instructions

Eligible Expenses

POP Quick Reference Guide

FSA Quick Reference Guide

CRA Quick Reference Guide

HSA Quick Reference Guide

 

Service

Employer Request for Service

Employee Request for Service