- HRA Recurring Premium Attestation Form
- Claim Form
- To request reimbursement of eligible expenses.
- PHI Authorization/Revocation Form
- Over-The-Counter (OTC) Chart
- Sample chart of OTC items that may be eligible from your HRA or FSA. You should check your plan’s documentation to see if OTC items are eligible under your plan.
- Opt Out Form
- To opt out of participating in your employer sponsored HRA.
- Mileage Expense Certification Form
- To provide supporting documentation when claiming mileage for eligible services from your pre-tax account.
- Medical Expense Worksheet
- Extensive list of medical expenses that may be eligible under your HRA Plan.
- Enrollment/Change Form HRA
- To enroll or report changes in your HRA Plan.
- Direct Deposit Authorization Form
- To set up new authorization of reimbursements to be deposited directly into your bank account or to change current direct deposit information.
- Certification of Medical Necessity Form
- To use for medical services/items that require additional documentation from a licensed health care provider.