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SURE NCY FLEX AUTHORIZATION FOR DISCLOSURE OF PROTECTED HEALTH INFORMATION PLEASE PRINT ALL INFORMATION EXCEPT FOR REQUIRED SIGNATURE Insureds Name Date of Birth Insureds AddressCHECK TYPE OF INFORMATION
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How to fill out surency flex authorization for

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How to fill out surency flex authorization for

01
To fill out the Surency Flex authorization form, follow these steps:
02
Start by downloading the Surency Flex authorization form from their official website or request a copy from your employer.
03
Read the instructions carefully provided with the form to understand the requirements and eligibility criteria.
04
Fill in your personal information accurately in the designated fields, including your name, address, and contact details.
05
Next, provide your Social Security Number (SSN), date of birth, and any other identification information required.
06
Specify the type of expenses you want to use your Surency Flex funds for, such as medical, dental, vision, or dependent care.
07
Indicate the coverage period for which you are authorizing the use of funds.
08
Provide the estimated amount that you would like to allocate for each category of expenses.
09
If you have eligible dependents, include their information as well, including their names and relationship to you.
10
Review the completed form to ensure all the information is accurate and complete.
11
Sign and date the form as required.
12
Submit the filled-out Surency Flex authorization form to your employer or the designated authority through the preferred submission method, such as email, mail, or online portal.
13
Keep a copy of the filled-out form for your records.

Who needs surency flex authorization for?

01
Surency Flex authorization is required for individuals who participate in a Flexible Spending Account (FSA) through their employer.
02
Employers offer FSAs as part of their employee benefits package to help employees save pre-tax dollars for eligible medical, dental, vision, or dependent care expenses.
03
If your employer offers a Surency Flex FSA, you will need to fill out the authorization form to indicate which expenses you want to use your FSA funds for and allocate the appropriate amount of funds.
04
It is important to note that the eligibility criteria and guidelines for Surency Flex authorization may vary based on your employer's plan, so it is recommended to refer to the official documentation or consult with your employer's HR department for specific details.
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Surency Flex Authorization is designed to allow employers to set aside funds for employee benefits, including health and wellness programs, flexible spending accounts, and other related services.
Employers who offer flexible spending accounts or similar benefit programs are required to file Surency Flex Authorization for their employees.
To fill out Surency Flex Authorization, employers must complete the required forms, providing information about the employee, the type of benefits being offered, and the amounts being allocated.
The purpose of Surency Flex Authorization is to facilitate the management and allocation of funds for employee benefits, ensuring compliance with regulatory standards.
The information required includes the employee's name, benefit type, allocation amounts, and employer details.
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