FX-3991-030308 FlexSystem Participant User Manual - team
Contents
1. as long as the purchase is made at an approved vendor To view your current available funds for using your Claim Card in the Participant Manager screen 1 Click on the Account Management link 2 Open the Account Summary component Listed in the Account Summary table are all of the bene ts elected at the time of your open enrollment Available Funds appear in the Available Funding column of the Account Summary table Change of Elections You may change your election during the Plan Year only under certain circum stances and only within 30 days of the qualifying event For example if you get married or divorced have a child or experience a change in work status you may make a change of elections See your employer for a complete list of circumstances and the ap propriate form to use In addition each Plan Year anniversary provides an opportunity to change elections when re enrolling To check which bene ts you are enrolled in from the Participant Manager screen 1 Click on the Account Management link 2 View the Account Summary component Listed in the Account Summary page are all of the bene ts elected at the time of your open enrollment You will see a separate table for each elected bene t To determine what has been contributed for your bene t elections to date from the Participant Manager screen 1 Click on the Account Management link 2 Open the Contributions component Listed in the Contribution Sc2. change your Personal Identi cation Number PIN 1 Click on the Pro le link 2 Click on the Request New Pin link A Microsoft Internet Explorer dialog box will open Your new PIN will be automatically generated and e mailed to the e mail ad dress stored in your Contact Information component Th e PIN cannot be personalized Participant Manager Page Base Participant Information FX 3991 030308 Participant Reference Guide Request for Reimbursement RFR Step One Step Two Note MyTASC requires a valid e mail address to generate a new PIN for a Participant In the event you do not have a valid e mail address please contact TASC s Customer Service at 1 800 422 4661 Request for Reimbursement Along with this Manual you received a personalized Request for Reimbursement Form Make additional copies of the Request for Reimbursement Form for future requests or go on line to print additional copies using the Download Reimbursement Request Form link On the back of the Form are some valuable Reimbursement Tips meant to help you receive swift reimbursements You may request reimbursement any time a quali ed expense has been incurred Th e service related to the expense needs only to have taken place it need not be paid before requesting reimbursement Only request reimbursements a for eligible expenses incurred during the applicable Plan Year b for eligible Plan Participants and c for expenses that have not been
3. previously reimbursed under this or any other bene t plan or claimed as an income tax deduction It is your responsibility to comply with these guidelines and to avoid submitting duplicate or ineligible claims To determine if an expense is eligible refer to the o cial IRS listing of eligible expenses by visiting www irs gov pub irs pdf and select p502 pdf FlexSystem processes requests for reimbursement daily Once a request is reviewed and approved a reimbursement is issued For dependent care and non employer sponsored insurance premium reimbursements the account must contain su cient funds for the full request to be reimbursed If there are insu cient funds in the account reimbursement will be limited to that particular account s balance amount only Th e outstanding balance of the request will remain as an open item until additional deposits are received at which time an additional reimbursement will be initiated Out of pocket medical expenses will be reimbursed for the full amount of the request provided the total of the request does not exceed the total Plan Year election Most approved requests received by FlexSystem before noon CST will be processed that day with reimbursements initiated the following day Actual receipt of the reimbursement depends on your available balance the mail and banking systems On Line Requests for Reimbursements Submitting Requests for Reimbursement on line is easy Here are the simple steps
4. this site so you will not experience this pop up error in the future When launching MyTASC you will experience a Please wait while MyTASC is loading screen Th is is normal as the system may take several seconds to load Lastly the rst time you login to MyTASC you will encounter a dialog box containing a brief con dentiality and security message Simply click OK to proceed to MyTASC You should not encounter this dialog box again Navigation When navigating through the MyTASC system you will notice there is no Back button on your internet browser To navigate within MyTASC use the bread crumbs Back to gt gt within the purple bar which appear in the upper right hand corner of the screen For example to return to the MyTASC homepage click on the Back To gt gt Participant Manager link When viewing any screen you can sort the table view by alphabetical numerical ascending or descending order by clicking on any column header To change your Login ID 1 From the Participant Manager click on Pro le 2 Click on Change next to the Login ID An Explorer User Prompt dialog box will open 3 Enter a new Login ID Click OK 4 Click Save Note A Login ID must be at least ten characters MyTASC will check to con rm if the new Login ID you request already exists If so an alternate Login ID is required To avoid possible Login ID duplication use your unique e mail address for your new Login ID To
5. FX 3991 030308 Participant Reference Guide Breadcrumbs show the screens you have visited and how to return to the main screen see below Participant User Guide Welcome to FlexSystem and to the tax saving bene ts of a Section 125 Cafeteria Plan We hope you will nd FlexSystem to be an e cient and valuable service Our Participant website is www tasconline com and is referred to as MyTASC throughout this Manual To access your account you will need your 12 digit Participant ID number from the personalized Request for Reim bursement Form included with this Manual In addition you will need your PIN which has been sent under a separate cover Th is Manual will walk you through the initial login process how to request a reimbursement how to re enroll as well as how to use several other Participant web tools Please retain this Manual for future reference If you have additional questions contact TASC s Customer Service at 1 800 422 4661 or via e mail at service tasconline com General MyTASC Website User Information Instructions are based on using Internet Explorer IE 6 or IE 7 Browser Due to the type of development software used to build MyTASC your internet browser may see it as a pop up First time users may experience a pop up error when attempting to login in to MyTASC Typically your browser allows you the opportunity to allow pop ups for speci c websites Choose the option Always allows pop ups from
6. ____________________________ Dependent Information Dependent Name _______________________________________________________________________ TASC 2302 International Lane Madison WI 53704 3140 1 800 422 4661 Fax 608 245 3623 service tasconline com The information in this communication is con dential and may only be used by the authorized recipient for its intended purpose Any other use or disclosure is prohibited
7. en your changes have been made click Save Account Management To view your Requests for Reimbursements you have already submitted 1 From the Participant Manager click on Account Management 2 Open the Reimbursements component Listed in the Submitted Request for Reimbursement table are all of the reim bursement requests submitted associated with your account Th is high level sum mary table shows the Submitted Date the Request ID the total Request Amount the Bene t type the Veri ex Status indicating whether or not your receipts are required Paid Status and Received Via indicating how the request came into TASC To view reimbursements for one speci c bene t or to see all bene t reimburse ments use the sorting drop down box above the Submitted Request for Reim bursement table To see more details about a speci c submitted request click on the Details link in the Request ID column Th is detail link pro vides you speci c information about the individual request including Submitted Date Request Id Amount Requested Bene t Payment Status Date of Service Date Audited Audit Status Audit Cause Audited By Date Veri ed Veri ex Status Receipts Received Veri ed By Date Declined Decline Cause Declined By Date Reversed Reason for Reverse and Reversed By information To return back to the Submitted Request for Reimbursement table click on the Back to List link To get a copy
8. ent you will enjoy the convenience of this service Incoming Claim Card If you have elected to participate in the Medical FSA your Claim Card should arrive at your mailing address within 10 15 days of your Plan Start Date in a plain white envelope from FlexSystem Your card may also be used for Dependent Care or Transportation expenses if these bene t accounts were elected If you elected to participate in the Dependent Care and or Transportation FSA only and would like a Claim Card for use for these accounts please complete Section 1 below only and fax this page to FlexSystem Web Access Log in at www tasconline com for your account balance and claim information Please disregard any reference to www mbicard com in the literature that arrives with your Claim Card Additional Card Yes Please If you would like one additional card for a spouse or dependent complete Sections 1 and 2 below and fax this page to FlexSystem To obtain more than one dependent claim card please submit additional forms A 10 00 fee will be deducted from your FlexSystem account for each subsequent dependent claim card created Lost or Stolen Let us know If you require a new Claim Card please send an e mail to service tasconline com with your name Client ID Participant ID current mailing address and reason for the reissue A standard 10 00 reissue fee will be deducted from your FlexSystem account at the time of reissue Th ree Years Unti
9. hedule table are all of the posted and scheduled contributions associated with each of your bene ts elected at the time of your open enrollment You may sort by one bene t and the associated contributions or by all bene ts and the associated bene t contributions You may also sort by one payroll and the associated contributions or by all payrolls and the associated bene t contributions To sort by bene t type and or payroll date click in the drop down box es in the top section of the Contributions component If the Posted column indicates No the contribution amount has not yet been applied If the Posted column indicates Yes the contribution amount has been applied Claim Card Management Direct Deposit Setup FX 3991 030308 Participant Reference Guide Plan Year End Near the end of the Plan Year you will have the opportunity to re enroll in FlexSystem Your employer may change Plan parameters at this time as well Th ere is typically a transitional period at the end of your Plan Year during which time you may be able to incur and or submit expenses Check with your employer for details Th e Plan Year is o cially closed following the transitional period at the end of the Plan Year or sooner if directed by your employer Once closed any unused funds are returned to your employer How to re enroll If your employer allows on line enrollment 1 Open your internet browser and go to this website w
10. l Expiration Each FlexSystem Claim Card is valid for 3 years Th e expiration date can be found on the front of your card One month prior to the card s expiration a new card will be mailed to your address on le If you move please update your mailing address with FlexSystem at www tasconline com Don t Toss Th at Card Your new annual FSA election will be loaded onto your card following enrollment each Plan Year Please do not dispose of your card until the expiration date has been reached or a new card has been received Use It or Lose It To prevent potential fraud your Claim Card will be deactivated if not used within 6 months of the issue date Service is just an e mail away Any other Claim Card questions or concerns may also be sent to service tasconline com We hope you enjoy the convenience of your Claim Card If not completed in full your request will not be processed I certify that the additional Claim Card is for the use of my dependent as de ned by the Internal Revenue Service and will be used for eligible expenses identi ed in Section 125 only Participant Information Participant Name _________________________________________________________________________ Participant ID Number ____________________________________________________________________ Company Name __________________________________________________________________________ Client ID Number ____________________________________________
11. of the request submitted click on the Veri ex Coversheet link in the Veri ex Status column Th is action allows you to print a copy of the reimbursements you submitted Direct Deposit To receive your reimbursement sooner use our Direct Deposit option A service fee of 30 is charged to the Participant for the reissue of lost stolen or expired paper copy checks Note Th is fee can be avoided with the election of Direct Deposit With Direct Deposit funds are forwarded to your bank within 48 to 72 hours of a complete submission Visit MyTASC to set up your Direct Deposit on line Remember to verify receipt of payment before writing checks against any expected payment TASC is not responsible for any bank fees associated with overdraft charges Step Three Submitted RFRs Reimbursement Disbursements Details FX 3991 030308 Participant Reference Guide Contributions Account Summary To setup or change your direct deposit information in the Participant Manager screen 1 Click on the Direct Deposit Setup link 2 Open the FlexSystem Participant ACH component 3 Enter or Edit your Automatic Cash Handling ACH account information 4 Click Save If your employer o ers the FlexSystem Claim Card simply use your Claim Card like a credit card at the point of sale Your Claim Card will allow purchases up to the maximum amount available from your Flexible Spending Account less already paid out reimbursement requests
12. ww tasconline com 2 Enter your new TASC Login and PIN On the left hand side of your MyTASC homepage a Complete Your Enrollment message appears 3 Click Continue 4 Open the FlexSystem Participant Enrollment component Th is component may be defaulted open already 5 Under the Choose Plan to Enroll message select the Plan in which you are enrolling If your employer has multiple Plans you will see more than one Plan listed in this drop down box 6 Elect the bene ts which have been made available to you for this Plan by entering the dollar amounts you would like If you are declining bene t election check the box indicating this and click on the Submit button 7 Click Submit To return to your MyTASC homepage click on the Back To gt gt Participant Manager link Note Maximum Annual Elections that appear were set by your employer at the time of plan set up If you attempt to enter a value greater than the allowed Maximum Annual Election you will receive a pop up dialog box indicat ing one of your elections entered is too high Complete Your Enrollment Bene t Election FX 3991 030308 Participant Reference Guide Participant Claim Card Tips If your Employer has not elected the FlexSystem Claim Card feature you may disregard this page If your Employer has elected the FlexSystem Claim Card feature these items will help to clarify expectations and answer common questions We are con d
13. you should follow 1 Go to www tasconline com logon to access your account and click on Request for Reimbursement Wizard 2 Click Next 3 Enter the following required information Date of Service Bene t Service Type Amount to be reimbursed Provider Name and Describe Service Each expense incurred must be submitted individually Do not combine several expenses into one total 4 Click Next 5 Review your submittal From this screen you may Edit or Delete the reimbursement request just entered and Add Another Request for multiple requests for reimbursements at one time 6 When you have entered all reimbursement requests click Finish 7 In the event your employer requires proof of purchase typically receipts or Explanation of Bene ts for substantiation you must print your Veri ex Coversheet by clicking on Download Veri ex Coversheet IRS Website FX 3991 030308 Participant Reference Guide 8 After printing the VeriFlex Coversheet fax or mail it to FlexSystem along with the substantiation documents using the instructions provided on the VeriFlex Coversheet Remember to date and sign your forms before submission Unsigned forms will be declined Retain the original receipts for your records 9 View the Contact Information component to con rm that your contact information is correct 10 To edit the contact information that appears click in the box next to the words Edit Contact Information 11 Wh
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