Documents and Forms
Need to download or review an information document for your plans? Select the benefit below to see a listing of available forms, click the link to view or download the PDF of the form/document.
Employee Enrollment/Change of Status Form
This document is for your employees to fill out when electing coverage or if they are adding a dependent.
Employee Enrollment Template (Excel)
You can use this template to send ASi your employee enrollment status.
Bancorp ACH Form
Use this form to set up the Automatic Clearing House for Bancorp (ASi Visa® Card) account. Use for HRAs, FSAs, and/or HSAs plans.
WEX Cloud Health Employer Login Request
A form to authorize you and certain employees access to the Employer Online Portal.
WEX Cloud Health Employer Quickstart Guide
Download this guide to help you with how to use your online portal.
Health Reimbursement Arrangements
EOB Retrieve Form
Your employees will need to fill out the Voluntary Authorization form on the second page of this document to enroll in EOB Retrieve.
Flexible Spending Accounts
Commuter Benefit Accounts
Commuter Benefit Accounts Employee Enrollment Authorization Form
This form is used to inform ASi of enrollment authorization.
Healthcare Benefit Compliance
ERISA Compliance Checklist
Use this checklist to see if you are in violation of ERISA regulations.
Mandatory Requirements for Health Benefit Compliance
Use this checklist to see if you are following all the Health Benefit Compliance mandatory requirements for your business(s).
Understanding Your Fiduciary Responsibilities Guide
This guide gives a simplified explanation of the laws and requirements if you offer a group health plan.
Health Savings Accounts
HSA Employee Enrollment Authorization Form
Use this form to notify ASi of employee enrollment in plan.
San Francisco Healthcare Security Ordinance
HCSO Workplace Poster – Required to Post
This poster must be printed and posted in your employee break room.
Employee SF HCSO Voluntary Waiver Form (4 languages available)
This form should be signed by your employees if they are voluntarily waiving their right to receive healthcare from your company.
Quarterly Reporting Template (Excel)
Use this excel spreadsheet to inform ASi of your eligible employee’s hours and status.