Welcome, ETF Employers

• ETF’s Payroll Transfer Process with Optum Financial
• ETF’s FSA COBRA and Layoff Instructional Guide
• ETF’s HSA Administrative Guide: Customer Identification Program (CIP) for Account Holders
• ETF’s ERA Administrative Guide: Reference Manual for Flexible Spending Accounts
• ETF’s HSA Administrative Guide: Reference Manual for Health Savings Accounts
• Wisconsin Department of Employee Trust Funds Unsubstantiated Claims Recovery Process Overview
• State of Wisconsin Department of Employee Trust Funds Section 125 Cafeteria Plan Document
  
• Section 125 Cafeteria Summary Plan Description (wi.gov)
• State of Wisconsin Department of Employee Trust Funds Transit and Parking Plan Document

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Open Enrollment and New Hires Orientation Materials – Employers can reference the materials below to their employees’ during new hires benefit orientation or at open enrollment. The resources are to help employees have a better understanding of the benefits offering for the pre-tax saving accounts and make better decision in the benefit that is right for them.

Guides

Open Enrollment Brochure – A simple pamphlet on the pre-tax saving accounts, contribution limits, and enrollment timeline.

HSA Enrollment Brochure – This enrollment brochure provides detailed information about the health saving account, eligible medical expenses, FAQs, investment options, eligibility, and tips to how a member can save on taxes by enrolling in the benefit plan.

ERA Enrollment Brochure – This enrollment brochure provides detailed information about the flexible spending accounts and dependent day care account. It also includes eligible expenses for the benefit account type, FAQs, eligibility, an annual expense estimate worksheet, and information to help employees in their benefit options.

Commuter Enrollment Brochure – This enrollment brochure provides detailed information about the Parking Account and Transit Account. It also includes eligible expenses for the commuter benefits, FAQs, eligibility, and educational information about the benefits.

Comparing HSAs and FSAs – This is a comparison chart between the HSA and FSA. It provides information about the differences of each benefit account and how it works.

Medicare and HSA Eligibility – This FAQ document is to assist employees that are consider enrolling in Medicare and how it may affect their HSA benefit. Employees that are looking to retire may also benefit from reviewing this FAQ.  

Forms

• Employee Reimbursement Accounts Enrollment Form – Health Care Flexible Spending Accounts, Dependent Day Care Account, and Commuter Benefits Program
• Health Savings Account Active Employee Enrollment Form
• Health Savings Account Retiree Enrollment Form
• ETF Enrollment Terms for Health Savings Accounts
• ETF Enrollment Terms for Employee Reimbursement Accounts
• Late Enrollment Request Form
• Election Change Request Form

Create Interest Boost Awareness

VIDEOS

• What is an FSA?
• What is an HSA?

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Details for Eligible Employees

ENROLLMENT BROCHURES

• Health Savings Account Enrollment Brochure
• Employee Reimbursement Account Enrollment Brochure
• Commuter Account Enrollment Brochure

ENROLLMENT INFO

• Employee Reimbursement Accounts Enrollment Form – Health Care Flexible Spending Accounts, Dependent Day Care Account, and Commuter Benefits Program
• Health Savings Account Active Employee Enrollment Form
• Health Savings Account Retiree Enrollment Form
• ETF Enrollment Terms for Health Savings Accounts
• ETF Enrollment Terms for Employee Reimbursement Accounts
• Late Enrollment Request Form
• Rescind Request for Pre-Tax Benefit Accounts
• ETF Change of Election Form

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Maximizing Employee Benefits
BRIEFS

• Dependent Care Account Overview – how to submit claims
• Direct Deposit Set Up Guide
• Mobile app
• HSA Save-It Infographic
• HSA Invest in Yourself
• HSA Investment Infographic
• HSA Investment Funds List
• Health Savings Checkup Tool
• Substantiation Requirements

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