Forms & Information

Services and Investments
Download flex reimbursement forms, investment forms, and more.

   

Insurance Benefits
Enter your employer name and you will be provided with a link to your employers benefit site:


Related Resources

403(b) Agent Search

Find a 403(b) agent near you.

403(b) FAQs

Answers to common questions to 403(b) Plans

403(b) Withdrawal Restrictions

Restrictions for withdrawing assets from a 403(b) plan.

Flex Benefits

All items below are downloadable in PDF and require Adobe Reader
Forms
pdf document Direct Deposit Authorization Form
Flexible Spending Account Direct Deposit Authorization Form
pdf document Medical FSA Claim Form
Medical FSA Claim Form
pdf document FFA, Inc. Benefits Card Application
Flexible Spending Account Benefits Card Application and Agreement Form
pdf document Medical FSA Claim Form - Spanish
Medical FSA Claim Form - Spanish
pdf document Dependent Care Claim Form
Dependent Care Claim Form
pdf document Dependent Care Claim Form - Spanish
Dependent Care Claim Form - Spanish
pdf document Letter of Medical Necessity
Required for many over‐the‐counter drugs and services not covered by insurance.
Information
pdf document Flexible Spending Plan Booklet
Participant Guidelines for Flexible Spending Accounts
pdf document FF Flex Mobile App Complete User's Guide
FF Flex Mobile App Complete User's Guide