• All Accounts Comparison Chart
• FSA vs. HSA Comparison Chart
• Client Case Dispositions Routing: MyChoice Accounts ONLY clients, use the chart to assign cases to the correct queue
• IRS Publication 15-B: Employers Tax Guide to Fringe Benefits (Cafeteria, Adoptions, Education & Commuter plans)
• IRS Publication 503 (DCFSA)
• IRS Publication 969 (HSA)
• IRS Notice 2006-69 (debit card/stored value cards)
• Client Guide to Non-Discrimination Testing (NDT)
• Member Portal Demo
• Member Mobile App Demo
• Client Tools/Portal Overview video

• Reporting Overview
• Breakdown of Common MCA Reports

• CIP Process
• HSA Transfer of Assets Methods
• HSA Trustee to Trustee Transfers
• HSA Standard Bulk Transfer Process
• HSA Bank E-Consent Language
• HSA Member Forms
• HSA Beneficiary Processes
• Communicating to HSA account holders (employees)
• UMB Reverse Employer Contribution Form (use to reverse or adjust employer contribution - requires member signature - submit to UMB)
• HSA member investment web page
• HSA Member Statement Samples
• MyChoice Accounts HSA Investment Guide
• MyChoice Accounts HSA Investment Line-up

• Member Forms
  • Claims - all accounts**
  • Letter of Medical Necessity (LMN)
  • Trustee transfer (HSA)
  • Beneficiary (HSA)
  • Account Closure (HSA)
  • Excess Contribution (HSA)
• Substantiation Processes
• Sample Card Mailer
• Card Substantiation Methods Overview
• Pre-Funding Process
• Claims Flow Infographic
• Claim Choice Feature
• Member Cards and Claims FAQ
• Card activation phone number: 1-833-469-6221 (new number as of 9/4/25)
• Card lost, stolen, or suspected fraud reporting phone number: 1-855-755-7800
• How to request a member card

**Note that the best and most timely method for members to make reimbursement claims is to use the member web/portal or MyChoice Mobile App to submit.

• Enrollment & Account Specific Member Education (user guides, etc.)
• MyChoiceAccounts.com
• MyChoice Accounts Forms
• Eligible Expenses website
• Eligible Expenses PDF
• Member Web and Mobile Screens
• HSA Statement Samples
• Debit card information web page
• IRS Publication 502 - eligible medical expenses
• MyChoice Accounts HSA Investments web site (video, guide, FAQ)
• MyChoice Accounts HSA Investments web site (video, guide, FAQ)
• MyChoice Accounts HSA Investments Guide
• How to Set Up the MyChoice Accounts Reference Center
• MyChoice Accounts Member Communications Overview
  • System Emails to Members
    (member action-triggered system emails)
  • Transition  Emails
    Member emails that explain changing account types or changing vendors - your account manager can help you use the best flow
  • Card use with FSA carryover reminders: Remind members with carryover about best practices for paying for prior year expenses with card.
  • Enrollment Reminders and Boost Emails 
    These are system templates for reminding members to re-enroll in FSA, DCFSA, or HSA and templates for members who may be eligible for these accounts but have not enrolled yet. Use the system templates or Word templates from this packet if/as needed. Your CSL can help you set these up in the system. This Word document will automatically download.
  • Separation Templates (member email templates you can use to explain account access post-separation)
  • FSA
  • HSA

• Businessolver Blog
• Tech with Heart Series - MyChoice Accounts quarterly product updates; compliance updates; general training; Benefitsolver product updates; client roundtable webinars

• Commuter Program Overview
• Commuter Funding

List of locations that require commuter benefits. Most of these apply if you meet the threshhold for number of employees in that location. Each statue varies on parameters.

Here's an overview for each area.

• State of NJ
• New York City
• Washington, D.C.
• San Francisco (Bay Area), CA
• Philadelphia, PA
• Seattle, WA
• Los Angeles, CA
• Richmond, CA
• Berkeley, CA
• Washington, DC
• Chicago (Metro area), IL