Employee Cafeteria Plan Form Downloads
National Benefit Services, LLC forms
Sample Expenses - FSA/Cafeteria For medical, dental, vision reimbursement Samples of various items that are or are not eligible for reimbursement.
Claim
Form - FSA/Cafeteria For medical, dental, vision and day care reimbursement Print and fill out, then fax or mail to
NBS for reimbursement.
Claim
Form - Transit For Transit and Parking reimbursement Print and fill out, then fax or mail to
NBS for reimbursement.
Claim Form - HRA For employer funded HRA accounts (For HRA Plan Use Only) Print and fill out, then fax or mail to NBS for reimbursement.
Claim Form - Limited FSA (For HSA associated benefits only) For limited dental, vision, daycare and
preventative care reimbursement. Print and fill out, then fax or mail
to NBS for reimbursement.
Enrollment
Form with Debit Card Employee Cafeteria Plan Enrollment During Open Enrollment for your company plan,
print, fill in the required info and return to NBS.
Enrollment
Form without Debit Card Employee Cafeteria Plan Enrollment During Open Enrollment for your company plan,
print, fill in the required info and return to NBS.
Change of Status Employee Change of Status Form Birth, Death, Different Job, this form is
for changing your 125 election.
Daycare Receipt Employee Dependent Care Claim This form must be submitted with your dependent
care claim form.
Daycare
Continual Reimbursement Employee Continual Reimbursement Form This form and worksheet will allow you to
be continually reimbursed without having to turn in a claim form each time you
send your child to daycare.
Direct Deposit
Request Employee Direct Deposit Form This form is used if you want your reimbursements
directly deposited into your checking or savings account. Participant
Web Account Instructions Employee Account Balance This will help get your cafeteria account
balance online. Health
Care Expenses Worksheet Employee This worksheet will help you figure out
how much you will need to allow in you 125 plan. Orthodontic
Payment Schedule Employee Ortho Form This form will allow you to plan your Orthodontic
payments and have them automatically reimbursed. IRS Child & Dependent
Form 2441 Employee IRS Form 2441 This form is used when filing yearly taxes,
should be attached to schedule 1040.
IRS Release of Exemption
Form 8332 Employee Release of Exemption for Chid This form allows the parent Release of Claim
to Exemption
for Child of Divorced or Separated Parents, should be attached to the noncustodial
parent’s return each year exemption is claimed.. Enrollment
Packet Employee Enrollment packet only This packet is for employees who want to
enroll in their company's cafeteria plan. HIPAA Privacy
Notice HIPAA Information Some helpful information regarding HIPAA
Law.