Planning Tools
Use our planning tools to help you determine your contribution and potential savings with a PayFlex account. You can even explore a list of common eligible expenses.
Flyers
- Flexible Spending Account
- Health Reimbursement Arrangement
- Health Savings Account
- HSA and Limited Purpose FSA
- HSA Customer Identification Process
- HSA Investments
- HSA Road Rules
- Limited Purpose FSA
- PayFlex Card®
- Keep your card active
- PayFlex Mobile®
- Paying for dental with an FSA
- Using your FSA for orthodontia
- Pay your health care provider with Pay Them
IRS Resources
- Medical and Dental Expenses - IRS Publication 502
- Health Savings Accounts and Other Tax-Favored Health Plans - IRS Publication 969
- Dependent Care Expenses - IRS Form 2441
- Dependent Care Expenses - Instructions for IRS Form 2441
- Dependent Care Expenses - IRS Publication 503
- Dependent Care Provider's Information - IRS Certification Form W-10
Forms
Administrative Forms
- Direct Deposit Authorization Form
- Letter of Medical Necessity
- Authorization to Release Personal Information Form
- Flexible Spending Accounts (FSA) - Election Change Form