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Forms

 

Name Description
Banking Setup Packet This packet includes everything needed to set up a bank account with EMPOWER. Download
Change in Status Allows Consumers to change their benefit elections Download
Direct Deposit Authorization Form Allows Consumers to add or change an existing bank account for direct deposit of reimbursements Download
FSA Claim Form Use this form to submit an FSA claim. Download
FSA COBRA Form Use this form to send to terminated Employees to elect COBRA./td> Download
FSA Enrollment Form Form for Consumers to enroll in FSA. Download
FSA Enrollment Form with Limited Form for Consumers to enroll in FSA (with Limited FSA option). Download
HRA Claim Form Use this form to submit an HRA Claim. Download
HSA Beneficiary Form Use this form to add or change HSA beneficiaries. Download
HSA Claim Form Use this form to submit an HSA claim. Download
HSA Closure Form Use this form to close an EMPOWER HSA and return the funds to the Participant. Download
HSA Closure Letter Example letter to send to employee after HSA account closure due to identity verification failure. Download
HSA Contribution Form Use this form to make an HSA contribution. Download
HSA Custodial Agreement All 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 Form Form for Consumers to enroll in HSA. Download
HSA Investment Options HSA investment options for consumers Download
HSA Transfer Form Form for Consumers to transfer their HSA balances from their previous Custodian to their current EMPOWER HSA account. Download
Nondiscrimination Questionnaire Form for Employers to submit information for nondiscrimination testing. Download
Qualifying Event Form Change your Plan based on a qualifying event. Download