Forms and Guides

Forms and Guides

Looking for information on how to file a claim or how your FSA carryover works? Wanting to transfer funds into your NueSynergy HSA or learn about your investment options? Exploring how to establish an FSA, HSA, or HRA plan for your group?

We’ve got a form or guide for that and more. Take a look at our list of forms and guides that our participants and employer partners have found helpful.

Not finding the information that you need? Contact our team to get the answers you need.

 

Description File
Combined Billing: A Brief Overview

This flyer/infographic provides a brief overview of Combined Billing and how it works.

PDF icon cons_bill.pdf
Employee Status Change Form

Employee status change form for qualifying event election changes.

PDF icon employee_status_change.pdf
Employer HSA Guide

An Employer's guide to Health Savings Accounts. (i.e. Contribution Limits, Eligibility, Benefits, FAQs, etc.)

PDF icon 2019_employers_hsa_guide_-_update.pdf
FSA Carryover Employer FAQs

A list of FAQs for employer's considering the carryover option for their Healthcare and Limited Purpose FSA plans.

PDF icon 2019_fsa_carryover_employer_faq.pdf
HSA, FSA, and HRA Comparison Guide_2019

A side-by-side comparison of the Health Savings Account, Flexible Spending Account, and Health Reimbursement Arrangement.

PDF icon 2019-nuesynergy-hsa-fsa-hra-update-2.pdf
NueSynergy Benefit Card Reimbursement Purse

A debit card feature allowing for reimbursed funds to be credited to a special reimbursement purse linked to the NueSynergy benefit debit card. Improving the reimbursement process for those that normally recieve checks.

PDF icon benefit_card_0.pdf
Sample FSA Implementation Timeline

Sample FSA implementation timeline for both the intitial plan setup and transition from a current administrator.

PDF icon fsa_sample_timeline.pdf
Sample HRA Implemetation Timeline

Sample HRA implementation timeline for both the intitial plan setup and transition from a current administrator.

PDF icon hra_sample_timeline.pdf
Sample HSA Employee Payroll Deferral Form

Sample employee payroll deferral form for the Health Savings Account.

PDF icon 2019_sample_payroll_deferral_form.pdf
Sample HSA Implemetation Timeline

Sample HSA implementation timeline for both the initial account setup and transition from a current administrator.

PDF icon hsa_sample_timeline.pdf