Documents and Forms

FSA Forms

Here you will find forms pertaining to flexible spending account elections, reimbursements, eligible expenses and more…

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.