Documents and Forms

FSA Forms

Here you will find forms pertaining to flexible spending account elections, reimbursements, eligible expenses and moreā€¦

Click here to learn more about flexible spending or contact a TAG Flex specialist to find answers to your flexible spending questions.

COBRA Documents

Existing Clients: Please complete the appropriate notification form below and submit to your account service representative for immediate action.

New Groups: Please find below the initial setup documents to establish COBRA services through TAG. An administrative agreement will be supplied for endorsement upon receipt of required company information.

*Carrier & plan information forms and authorization letters are required for each carrier.

Submit New Group Information:
Your Account Manager will contact you to provide administrative details and a timeline of implementation. For immediate assistance please contact a TAG COBRA specialist.