Forms Library

Below you will find a complete listing of Flexible Spending Account, Healthcare Reimbursement Arrangement and Health Savings Account forms available for download as Adobe PDFs. These documents are meant to help you learn about and manage your Flexible Spending Account or Health Reimbursement Arrangement Plan.

Flexible Spending Account

Healthcare FSA
Healthcare FSA – Grace Period
FSA Eligible Medical Care Expenses 2026
Dependent Care Flexible Spending Account
Limited Purpose FSA

Health Savings Account

Health Savings Account (HSA)
Employee HSA FAQ
Easy HSA Transfer
HSA Consumer Identification Program (CIP)

HRA

Health Reimbursement Arraignment

Commuter

Commuter Accounts
Eligible Transit Vendors List
Claim Form

Participant Experience

Managing Consumer Health Accounts With The PlanSource Participant Portal
PlanSource Mobile App
My Benefits Account App
Introducing Mobile Pay
Mobile Pay
La Aplicación de Mi Cuenta de Beneficios