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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.




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