Welcome to TASC

Thank you for choosing TASC for your employee benefits. With our Universal Benefit Account® we make benefits feel like benefits.

Getting started

Universal Benefit Account Webinar

This comprehensive demonstration will walk you step-by-step through our groundbreaking benefits solution.

Client Renewal Resources

Before the start of next year, visit this page for tools and resources to complete your renewal and enrollment.

UBA Client Administration Manual

Learn how to manage your benefit plans.

E-Pay Admin Fee Bank Withdrawal Authorization Form

Complete and submit this document to have your administration fees conveniently deducted from your checking account.

TASC User-System Access Change Form

Add, change or delete a system user, or make these changes online.

Non-Discrimination Assessment Instructions

Per IRS regulations and to retain the TASC Audit Guarantee, an annual Non-Discrimination Assessment must be performed for your FSA benefit plans.

Non-Discrimination Assessment Data Worksheet

TASC provides an Audit Guarantee that covers tax penalties resulting from a discriminatory plan as long as the TASC NonDiscrimination Assessment is completed and plan parameters are followed.

5500 Request Form FSA HRA

Use to request IRS Form 5500 filing for a FSA and/or HRA benefit plan.

Participant Experience Flyer

Highlights of what awaits your participants with Universal Benefit Account!

TASC Card Education

The benefits of the TASC Card and MyCash Account.

Mobile App Guide

Learn about the features and functions of the TASC Mobile App! View all your accounts, request a reimbursement or pay a provider, and more.

MyCash Account Education

Learn how to conveniently access and spend your reimbursement dollars on any purchase.

Accessing Benefit Account Funds

Access your TASC benefit account funds in the way most convenient to you.

Participant Reference Guide

Learn about Universal Benefit Account and how to manage your benefits.

Eligible Expenses

A partial list of reimbursable expenses for various accounts.

Benefit account resources

HSA Enrollment Form

Complete this enrollment form to open a Health Savings Account (HSA).

HSA Participant Benefits

Learn about the benefits of participating in an HSA.

HSA Eligible Expenses

A partial listing of HSA-eligible expenses.

HSA Distribution Request Form

Complete this form to request a distribution from your TASC HSA.

HSA Accountholder Transfer Form

Utilize this form to initiate a transfer of funds held by another HSA custodian to your TASC HSA.

HSA Contribution Request Form

Use this form to make a contribution via check to your HSA (may include a rollover or transfer).

HSA Beneficiary Change Form

Use this form to designate or change your beneficiary.

Investment Toolkit

Instructions on how to manage your HSA investments online.

Orthodontia Worksheet & Instructions

The treatment of orthodontic expenses under a Healthcare Flexible Spending Account (FSA) is different than other medical expenses because services generally span more than one plan year.

FSA Enrollment Form

Please sign, date, and complete each line on the enrollment form.

FSA Participant Benefits

Save money with FSA pretax benefit accounts.

Limited Purpose FSA Benefits

Use pretax dollars to pay for vision and dental expenses.

FSA Eligible Expenses

A helpful listing of expenses eligible for reimbursement from a Healthcare FSA.

Letter of Medical Necessity (LOMN)

For healthcare products and services that require authorization from a medical practitioner to be considered eligible for reimbursement.

FSA Carryover

Contribute to a FSA with minimized risk.

FSA Grace Period

Continue to incur expenses and request reimbursement after the end of the plan year.

Dependent Care Contract

A new contract is required at the start of each new plan year.

FSA Enrollment Form

Please sign, date, and complete each line on the enrollment form.

Dependent Care FSA Qualifications

Do your dependent care expenses qualify for reimbursement?

HRA Enrollment Form

Please sign, date, and complete each line on the enrollment form.

Recurring Individual Premium Reimbursement Request Form

Use to request a recurring reimbursement for individual health insurance premiums (Retiree HRA, ICHRA, or QSEHRA).

Denied Reimbursement Appeal Form

If your reimbursement request was denied, you will receive a Denial Notice describing the reason for the denial.

Investment Toolkit

Instructions on how to manage your investments online.

Cash Threshold Waiver/Reinstate Form

For participants with a Funded HRA, Retiree Medical Trust or VEBA Account.

Recurring Individual Premium Reimbursement Request Form

Use to request a recurring reimbursement for individual health insurance premiums (Retiree HRA, ICHRA, or QSEHRA).

Commuter Enrollment Form

Please sign, date, and complete each line on the enrollment form.

Commuter Benefits

Learn about the benefits of using pretax dollars for your work-related commuter expenses.

Other resources

Abbreviated ICHRA Model Notice

This notice is required to be distributed annually to eligible employees 90 days before benefit effective date.

ICHRA Model Notice

Use this notice when applying for individual health insurance coverage.

ICHRA Model Attestations

You have been offered an individual coverage health reimbursement arrangement (HRA) to help you pay for medical care expenses.

ICHRA Substantiation – Employer Responsibilities

This document explains the employer responsibilities as to the annual substantiation of any participant's individual health insurance coverage.

ICHRA Affordability Determination and Non-Discrimination Rules

Final rules regarding Health Reimbursement Arrangements (HRAs) and other account-based group health plans.

Frequently Asked Questions

Qualified Small Employer HRA (QSEHRA) Frequently Asked Questions.

Minimum Essential Coverage Notice

This notice is required to be given to employees on a annual basis and among other things advises the employee if they do not have minimum essential health coverage during any given month their reimbursements from the QSEHRA will be taxable.

90 Day Notice

This notice is required to be distributed annually to eligible employees by any employer who offers a QSEHRA.

How-To Videos

10 Videos

Welcome to TASC

Thank you for choosing TASC for your employee benefits. With our Universal Benefit Account® we make benefits feel like benefits.

Getting started

UBA Client Administration Manual

E-Pay Admin Fee Bank Withdrawal Authorization Form

TASC User-System Access Change Form

Non-Discrimination Assessment Instructions

Non-Discrimination Assessment Data Worksheet

5500 Request Form FSA HRA

Participant Experience Flyer

TASC Card Education

Mobile App Guide

MyCash Account Education

Accessing Benefit Account Funds

Participant Reference Guide

Benefit account resources

Orthodontia Worksheet & Instructions

FSA Enrollment Form

FSA Participant Benefits

Limited Purpose FSA Benefits

FSA Eligible Expenses

Letter of Medical Necessity (LOMN)

FSA Carryover

FSA Grace Period

Dependent Care Contract

FSA Enrollment Form

Dependent Care FSA Qualifications

HRA Enrollment Form

Recurring Individual Premium Reimbursement Request Form

Denied Reimbursement Appeal Form

Investment Toolkit

Cash Threshold Waiver/Reinstate Form

Recurring Individual Premium Reimbursement Request Form

Commuter Enrollment Form

Commuter Benefits

Other resources

Abbreviated ICHRA Model Notice

ICHRA Model Notice

ICHRA Model Attestations

ICHRA Substantiation – Employer Responsibilities

ICHRA Affordability Determination and Non-Discrimination Rules

Frequently Asked Questions

Minimum Essential Coverage Notice

90 Day Notice

How-To Videos

TASC Universal Benefit Account