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Forms

 

NameDescription
Banking Setup PacketThis packet includes everything needed to set up a bank account with EMPOWER.Download
Change in StatusAllows Consumers to change their benefit electionsDownload
Direct Deposit Authorization FormAllows Consumers to add or change an existing bank account for direct deposit of reimbursementsDownload
FSA Claim FormUse this form to submit an FSA claim.Download
FSA COBRA FormUse this form to send to terminated Employees to elect COBRA./td>Download
FSA Enrollment FormForm for Consumers to enroll in FSA.Download
FSA Enrollment Form with LimitedForm for Consumers to enroll in FSA (with Limited FSA option).Download
HRA Claim FormUse this form to submit an HRA Claim.Download
HSA Beneficiary FormUse this form to add or change HSA beneficiaries.Download
HSA Claim FormUse this form to submit an HSA claim.Download
HSA Closure FormUse this form to close an EMPOWER HSA and return the funds to the Participant.Download
HSA Closure LetterExample letter to send to employee after HSA account closure due to identity verification failure.Download
HSA Contribution FormUse this form to make an HSA contribution.Download
HSA Custodial AgreementAll HSA Consumers must either accept the HSA terms on the Consumer portal or sign this form and return the last page to EMPOWER.Download
HSA Enrollment FormForm for Consumers to enroll in HSA.Download
HSA Investment OptionsHSA investment options for consumersDownload
HSA Transfer FormForm for Consumers to transfer their HSA balances from their previous Custodian to their current EMPOWER HSA account.Download
Nondiscrimination QuestionnaireForm for Employers to submit information for nondiscrimination testing.Download
Qualifying Event FormChange your Plan based on a qualifying event.Download