/depts/,/depts/uwhealth/,/depts/uwhealth/benefits/,/depts/uwhealth/benefits/open-enrollment/,/depts/uwhealth/benefits/open-enrollment/uwhc-open-enrollment/,/depts/uwhealth/benefits/open-enrollment/uwhc-open-enrollment/flexible-spending-account-era/,/depts/uwhealth/benefits/open-enrollment/uwhc-open-enrollment/flexible-spending-account-era/resources/,

/depts/uwhealth/benefits/open-enrollment/uwhc-open-enrollment/flexible-spending-account-era/resources/ERA-Reference-Sheet-FSA-2016.pdf

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Departments & Programs,UW Health,Benefits,UW Health Open Enrollment,UWHC Open Enrollment,Flexible Spending Account (ERA),Resources

ERA How to Enroll Flier

ERA How to Enroll Flier - Departments & Programs, UW Health, Benefits, UW Health Open Enrollment, UWHC Open Enrollment, Flexible Spending Account (ERA), Resources


Employee Reimbursement Accounts Program (ERA):
Flexible Spending Account (FSA)
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Open Enrollment: October 17—November 11, 2016
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REMINDERS
ξ Enroll During the Annual Enrollment Period:
October 17—November 11, 2016
ξ Current participants must re-enroll during the
open enrollment period to continue participa-
tion in the ERA program in 2017.
ξ Plan Year: January 1-December 31, 2017.
ξ 2016 FSA Carryover: If you have funds left in
your FSA on December 31, 2016, you will be
able to carry over the maximum of $500 to the
2017 plan year. Anything over $500 will be
forfeited. There is no grace period. Any funds
carried over to 2017 will not be available until
after the 90-day claims run–out period (April
2017).
ξ Reimbursement: 2016 expenses MUST be in-
curred between January 1, 2015-December 31,
2016. You will have until March 30, 2017 to
file your 2016 claims.
ξ Total Administrative Services Corporation (TASC)
will continue to administer the ERA program in
2017.
HOW TO ENROLL
You have two ways to enroll during the It’s Your Choice
Open Enrollment Period — Online and via Telephone

SEE BACK FOR STEP-BY-STEP INSTRUCTIONS

Enroll by November 11, 2016:
partners.tasconline.com/ETFEmployee
If you are enrolling in a High Deductible Health
Plan and Health Savings Account, you are NOT
eligible to enroll in a Medical FSA.
ANNUAL CONTRIBUTION LIMITS
Health Care FSA: $2,550
Dependent Care FSA: $5,000*
TASC DEBIT CARD CHANGES
ξ Only new enrollees will receive a new TASC debit card for
2017. If you are a current participant, you will continue
to use your 2016 TASC card.
ξ Funds can be transferred to your bank account or you
can request a check from TASC.
*Your tax filing status may change this amount. If you are married and filing separately, your maximum annual deposit is $2,550. If you are single
and head of household, your maximum annual deposit is $5,000. If you are married and filing jointly, your maximum annual deposit is $5,000.
EXPERIENCING A QUALIFYING LIFE CHANGE EVENT?
ξ If you experience a qualified life change event, such as a
marriage or divorce, birth or adoption of a child, a
change in employment status, or another qualified life
change event, you may have the opportunity to enroll or
change your coverage outside of the open enrollment
period.
ξ There are various rules related to life change events. You
must enroll or make changes within 30 days from the
date of the qualifying event.
ξ Contact your human resources/benefit office for more
information .

1. Go to the TASC Online website: http://
partners.tasconline.com/ETFemployee
a. If you are a new TASC Participant, enter a tempo-
rary TASC username and password. This is your first
initial, last name, date of birth (mmddyy), and the last
four digits of your Social Security Number (SSN).
ξ For example: JSmith0101771234
b. If you are a current TASC participant, enter your
current TASC username and password.
ξ If you do not remember your username or pass-
word, click Forgot Username or Password and fol-
low the reset steps provided.
2. Once logged in to your TASC Online Account,
click Enroll Now.
3. Enter your information.
a. You will be required to enter your SSN.
b. We recommend adding your personal email address.
c. Click Next.
4. If applicable, add your dependent(s).
a. Enter the name(s) of your dependent(s).
b. Click Add Dependent.
c. Your dependent(s) will be displayed on the My De-
pendents list. Click Next.
5. If prompted, review your eligibility and the
ERA Qualifications to ensure you are eligible for
an ERA.
a. Note: If you are enrolled in a High-Deductible Health
Plan (HDHP), you are not eligible for the Health Care
Flexible Spending Account (FSA). See the Health Sav-
ings Account (HSA) Enrollment Brochure or Limited
Purpose Flexible Spending Account (LPFSA) infor-
mation on pages 6 and 7 for benefit options.



b. Click Next.
6. Review the plan rules.
a. Check the acknowledgement box indicating that
you have read the plan rules and agree to them.
b. Note: You must do this for every plan, even for
plans in which you are not enrolled.
7. Review your annual election amount.
a. Enter your desired annual election.
b. It is your responsibility to ensure your contributions
do not go beyond the IRS maximum annual limits.
8. Review your payment method.
a. Select your preferred method to receive distributions
and elect to get a TASC card.
b. If you elect direct deposit, you will need to enter your
bank information.
c. Click Next.
9. If prompted, add your beneficiaries.
a. Select your desired beneficiaries from your list of
dependents to prefill their information.
b. Click Add Beneficiary.
10. Accept the Terms and Conditions.
a. You must read and accept each agreement in order
to active your ERA.
b. Click Next.
11. Verify, submit and print.
a. Review all of your information.
b. If any changes are required, click Edit Information.
c. When you have verified that all information is correct,
print the Enrollment Confirmation page for your rec-
ords.
d. Click Next.
e. Click Submit Enrollment.

ENROLL BY TELEPHONE
ξ CONTACT TASC CUSTOMER CARE AT 1-844-786-3947 OR 608-316-2408.
ξ ONE OF TASC’S FRIENDLY AND KNOWLEDGEABLE CUSTOMER SERVICE REPRESENTATIVES WILL ASSIST YOU.
ξ ASC CUSTOMER CARE IS OPEN MONDAY THROUGH FRIDAY, 8:00 A.M. TO 5:00 P.M.