It’s that time of year! Visit our Client Renewal Resource page for tools and resources to complete your renewal and enrollment.

BASIC Consumer Driven Accounts (CDA)

Employer CDA System Access

Client CDA Resources

Sign Up or Sign In

Visit https://cdaclient.basiconline.com/ Note: Chrome is the preferred browser.

Administration Resources

Client Administration Manual includes instructions on how to manage your benefit plans online in the CDA system.
Keep up on HR and benefit regulations on our regulation web page.
Annual Non-Discrimination Testing is required by the IRS for many benefit plans. Visit our Non-Discrimination Testing resource page for complete instructions and FAQs. (Password: ndt230)

Training Videos

View these short tutorial videos to learn how to do some common functions within the CDA system.

How-to tutorials on the top 4 requested functions. (How to run reports, How to upload a Payroll Verification File, How to terminate or remove an employee, and How to submit a service request if you need assistance with benefit plan)
Verify contributions and upload a PVR file.
How to run and use your funding report.
Add individual employees into CDA.
Terminate employees from benefits in CDA.
To set up and assign user access.
Run and use an enrollment report.

Marketing Your CDA Benefit Accounts to Participants

These brochures are designed to highlight the features and benefits of BASIC CDA to your employees/participants. Additional materials with detailed instructions as well as forms and documentation are listed below and on the participant CDA resource webpage.

Participant Experience Flyer – Highlights of what awaits your participants within their new Consumer Driven Accounts system and service!
Participant MyCash Flyer – Educate your participants on the advantages of their new MyCash account!
Participant Welcome Email Sample – Ensure your participants have received their CDA Welcome Email by sending them this copy if needed.
Employee CDA System Access – Once enrolled participants will use this link to access the BASIC CDA System. Please note that this link is different from the link employers use to access the CDA System.

Participant CDA System Resources

Helpful how-to flyers on how to take advantage of the BASIC CDA system’s different features and functions. Additional participants’ resources are listed below and on the participant CDA resource webpage.

Participant Access Flyer – Instructions on how to sign in to the BASIC Consumer Driven Accounts system for the first time.
Where to Find Your ID Number – When calling customer service, it’s important for participants to have their Benefits ID# on hand. This can be found on the back of every BASIC card.
Participant Mobile App – Directions on how to find and sign in to the BASIC benefits app for the first time. Plus, learn about some of the benefit management features the app offers such as the ability to view accounts, request a reimbursement, transfer MyCash funds, and picture to pay provider.
Participant Request a Reimbursement Flyer – One-page flyer outlining the different ways participants can request a reimbursement from one of their CDA accounts.
Participant Denied Reimbursement Appeal Form
Participant Authorization for Release of Information Form
Participant Reference Guide – Multi-page guide regarding the BASIC CDA System and accounts.
Direct Deposit Request Form – Authorize BASIC to electronically transfer MyCash funds to a specified bank account. This can also be completed inside the CDA system or BASIC app decreasing processing time.

Note

Did You Know? The Consumer Driven Accounts system makes it easy to receive support from BASIC. Click on “SUPPORT” in your CDA system to submit and track a support request. It’s a fast and convenient way to receive assistance from BASIC!

Learn about BASIC’s CDA Service

Flexible Spending Accounts

Health Reimbursement Arrangements

Health Savings Accounts

Parking and Transit Accounts

Educational Accounts

Wellness Accounts

Fringe Benefit Accounts

Request a Proposal for Additional CDA Services

CDA Account Specific Resources

FSA – Medical and Dependent Care

FSA Enrollment Booklet – A guide to what is an FSA, the tax benefits, a list of common medical eligible expenses, an outline of Dependent Care regulations, and a short description of BASIC FSA features.
FSA Enrollment Form – Single page enrollment form for participants.
FSA Open Enrollment PowerPoint (Please be sure to update slides to align to your specific FSA Plan).
FSA Open Enrollment Recording – Record presentation on how BASIC’s FSA works for you to share with your employees. Please be sure to add any specifics related to your FSA Plan.
FSA Savings Calculator – Estimate the tax savings, annually or per paycheck, by participating in BASIC FSA.
FSA Medical Eligible Expenses – A partial list of reimbursable medical expenses for FSA participants. A list can also be found on our blog at https://dev.basiconline.com/blog/fsa-eligible-expenses/.
Participant Request a Reimbursement Flyer – Learn the multiple ways participants can request reimbursement with the new CDA system.
Without an active email on file, participants can’t access the CDA system to use the fastest, easiest way to request reimbursement. In those cases, this FSA reimbursement form can be used to submit their reimbursement request. It can be mailed or faxed. Please keep in mind that reimbursement time is increased when using this method over the CDA system or benefits app.
Dependent Care FSA Eligible Expenses – List of common eligible and ineligible dependent care expenses.
Dependent Care Contract
Orthodontia Contract
5500 Request Form – Use this form to request BASIC to handle your 5500 for your Health FSA plan when required.

HRA

HRA Enrollment Form – Single page enrollment form for participants.
Participant Request a Reimbursement Flyer – Flyer outlining the multiple ways participants can request reimbursement from an HRA Account.
Without an active email on file, participants can’t access the CDA system to use the fastest, easiest way to request reimbursement. In those cases, this HRA reimbursement form can be used to submit their reimbursement request. It can be mailed or faxed.
Recurring Individual Premium Reimbursement Request Form – This form should be used to request a recurring reimbursement for individual premiums (Retiree HRA, ICHRA, or QSEHRA).
5500 Request Form – Use this form to request BASIC to handle your 5500 for your HRA plan when required.

Commuter – Parking and Transit

Parking and Transit Guide – This guide is designed to explain IRS regulations and current year maximums.
Parking and Transit Enrollment Form – Single page enrollment form for participants.
Participant Request a Reimbursement Flyer – Learn the multiple ways participants can request reimbursement with the new CDA system.
Without an active email on file, participants can’t access the CDA system to use the fastest, easiest way to request reimbursement. In those cases, this Parking and Transit Reimbursement Form can be used to submit their reimbursement request. It can be mailed or faxed. Please keep in mind that reimbursement time is increased when using this method over the CDA system or benefits app.

HSA

BASIC HSA Guide – A guide to what is an HSA, eligibility requirements, additional IRS regulations, and current IRS minimums and maximums.
BASIC HSA Enrollment Form with Agreement & Disclosure Statement – This document is for employees looking to open a Health Savings Account (HSA). It includes an enrollment form along with the Custodial Agreement & Disclosure Statement.
HSA Account Transfer Form – This form should be used when a participant wants to initiate a transfer of funds FROM another account TO their BASIC HSA Account.
Disbursement Request for HSA – Step-by-step flyer on how participants can request a disbursement from their HSA Account.
HSA Beneficiary Change Spousal Consent Form – Use this form to designate or change your beneficiary. If you are married in common law or in a community property or marital property state, you must designate your spouse as your Primary Beneficiary. If you wish to designate someone other than your spouse, your spouse must agree by signing in the Spousal Consent section. Your spouse’s signature must be notarized.

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