Get the free FSA SECONDARY CARD REQUEST FORM - qualchoicecom

FSA SECONDARY CARD REQUEST From This form authorizes a secondary FSA debit card to be issued to your FSA account. NOTE: Any person issued an FSA debit card must read the Cardholder Agreement issued

How to fill out fsa secondary card request

How to fill out an FSA secondary card request:

1. First, gather all the necessary information and documents. This may include your personal details, such as your name, address, and social security number, as well as any supporting documents required by your FSA provider.
2. Next, visit the website or customer portal of your FSA provider. Look for the section related to requesting a secondary card. This is typically found under the account management or card management section.
3. Fill out the online form or download the secondary card request form. If you are completing an online form, enter the required information accurately and double-check for any errors.
4. If you are using a downloaded form, print it out and fill it out manually with a pen or in a digital format if possible. Make sure to fill in all the required fields and provide any additional information requested.
5. Review your completed form or online submission for accuracy and completeness. Ensure that all the information provided is correct and matches the details on your primary FSA card.
6. If necessary, attach any supporting documents requested by your FSA provider. These may include proof of dependent status or other required documentation.
7. Once you are confident that everything is filled out correctly, submit your secondary card request. If you are using an online form, click the submit button. If you have completed a downloaded form, mail or fax it according to the instructions provided by your FSA provider.

Who needs an FSA secondary card request:

1. Employees with a flexible spending account (FSA) who want to provide access to FSA funds to a designated secondary cardholder. This could be a spouse, child, or another dependent.
2. Individuals who want to allocate a portion of their FSA funds specifically for the use of the secondary cardholder. This allows the secondary cardholder to utilize the FSA funds for eligible expenses without relying solely on the primary cardholder.
3. Primary cardholders who prefer to keep their own FSA card for personal use and provide a separate card for the secondary cardholder. This can help track expenses and maintain individual spending records for better budgeting and reimbursement purposes.

For pdfFiller’s FAQs

What is fsa secondary card request?

FSA secondary card request is a form used to request an additional card for a secondary user on a Flexible Spending Account (FSA).

Who is required to file fsa secondary card request?

The primary account holder of the FSA is required to file the secondary card request for an additional card.

How to fill out fsa secondary card request?

To fill out the fsa secondary card request, the primary account holder should provide their information, the information of the secondary user, and any additional details requested on the form.

What is the purpose of fsa secondary card request?

The purpose of the fsa secondary card request is to allow a secondary user to access and use funds from the primary user's FSA account.

What information must be reported on fsa secondary card request?

The fsa secondary card request typically requires information such as the primary account holder's name, the secondary user's name, relationship to the primary user, and contact information.

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