PLEASE NOTE: Effective October 1, 2016 all enrollments, terminations, and status changes must be submitted via eForm, or by submitting a template using the Document Upload Form. Choice Strategies can no longer accept paper forms via fax, mail, or email. Thank you.
All of the forms necessary for the administration of our plans are listed below. If you can’t find the form you’re looking for, you can click the Contact Us button and a Client Service Representative will be happy to help you.
Please note, we recommend using Internet Explorer or Mozilla Firefox to view our online resources. Google Chrome and Safari are not supported browsers.
Use eForms for two-day processing!
NEW Document Upload Form
- HRA/FSA/DCA/Parking/Transit Enrollment Template
- HSA Enrollment Template
- HRA Takeover Template
- FSA/DCA Takeover Template
- TRN/PKG Takeover Template
- HSA Deposit Template
- FSA/DCA/Parking/Transit Renewal Template
Hardcopy Enrollment Forms
PLEASE NOTE: The below forms are for your record keeping purposes only and cannot be accepted for enrollments by Choice Strategies. All enrollments must be submitted via eForm or template.
- Transit (TRN)/Parking (PKG)
- Employee Status Change Form
- Employee Name/Address/Email Change Form
Looking for something not posted here? Check your Admin Guide or contact your Client Services Team.