Flexible Spending Accounts Brochure
Explains what Flexible Spending Accounts are, the benefits of participation, such as tax savings and provides a listing of qualified expenses.
View BrochureOnline Access Instructions
Explains how to set up online access to verify balances, review transactions and follow up on reimbursements.
View BrochureMedical FSA Reimbursement Form
Use this form to submit reimbursements for qualified Healthcare expenses when you did not or could not use the Alliance Flex Card.
View FormMedical FSA Direct Deposit Form
Use this form to direct Alliance Insurance Group to direct deposit your reimbursements from manual (non-Flex Card) transactions directly with your bank. This form is typically used in conjunction with the Reimbursement Form.
View FormDependent Care FSA Reimbursement Form
Use this form to submit reimbursements for qualified Dependent Care expenses when you did not or could not use your Alliance Flex Card.
View FormDependent Care FSA Direct Deposit Form
Use this form to direct Alliance Insurance Group to direct deposit your reimbursements from manual (non-Flex Card) transactions directly with your bank. This form is typically used in conjunction with the Reimbursement Form.
View FormHSA Transfer of Assets
Use this form if if the assets will be transferred directly from your existing HSA, MSA, or IRA custodian.
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