2027 HSA guide
Health Savings Accounts
Contribution limits, eligibility rules and practical account guidance for the year ahead.
Download HSA Guide HSA Questions & AnswersEmployees
Your Benefits.
Made Easier.
Access your account, forms, resources and help with your benefits.
Access Your Accounts
Real people. Real support.
Plan year 2027
Your 2027 benefit resources.
Guides, forms and annual limits for HSA and post-deductible plan administration.
2027 participant certification
Post-Deductible Certification
Certify when an HSA-compatible FSA moves to post-deductible coverage after the statutory deductible is met.
Download Certification
2027 one-page reference
CDH & Pre-Tax Limits
HSA, HDHP deductible and out-of-pocket amounts, FSA, DCAP, transportation and other key limits.
Download LimitsBenefits should make life easier—not leave you with more questions.
Experience
Benefits administration is what we do. Our experienced team handles the details and helps keep your benefit programs running smoothly.
Built Around You
Every employer is different. We provide flexible administration designed around your plans, your employees, and the way you operate.
Solutions, Not Runaround
Benefits questions aren’t always simple. We work through the details, find answers, and help employers resolve issues when they arise.
Real People. Real Support.
Technology matters, but so does having someone to call. Our experienced team is here when employers and employees need help.
Secure account access
Your benefits.
One secure login.
Access your CDH / tax-advantaged accounts
through your existing participant portal.
Benefit Extras Mobile App
Your benefits, on the go.
Check balances, view activity, file claims and upload documents from your phone. HSA tools include contributions, distributions and investment viewing. Features vary by account.
iPhone · App Store
Android · Google Play
Scan your device’s code or search “Benefit Extras Mobile App” in the App Store or Google Play.
Use your existing Consumer Portal username and password. No separate app credentials needed.
A little help goes a long way
Useful resources.
Easy to find.
Guides, forms and practical how-tos.
Updated guide · PDF · 4 pages
Your portal. Made simple.
Sign in, submit claims and find what you need—with clear steps along the way.
View the Portal GuideUpdated guide · PDF · 2 pages
A little guidance. To go.
Get the app, use your existing login and manage your accounts from your phone.
View the App GuideClaims and benefits
Orthodontic Claim FormPDF ↗Orthodontic Special Rules & Form · 2017 copyPDF ↗buyFSA EducationWebsite ↗FSA StoreWebsite ↗Benefit basics
How a Flexible Spending Account WorksVideo ↗Why Choose a Health Savings Account?Video ↗Dependent Care FSAVideo ↗Debit cards & eligible expenses
EBIA Health Care Expenses TablePDF ↗90% Rule Merchant List — 2023 copyPDF ↗IIAS Merchant List — 2023 copyPDF ↗SIGIS Merchant InformationWebsite ↗Debit Card SubstantiationPDF ↗A note on these resources
The EBIA expense table uses the published document access code HCET2026.
The merchant PDFs are dated copies. Check SIGIS for current merchant information. Plan rules still determine expense eligibility and any documentation needed.
Videos and older guides explain general processes; screens and plan-year details may have changed. Use the current forms and your plan materials.
Resource documents, videos and account portals open in a new tab.