Anderson and Wood HSA / Limited-Purpose FSA Enrollment

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Note: When completing your enrollment form, it is IMPORTANT to please carefully read each text field and any notes associated with the text field. Please complete as specified. Should you have any questions, please contact IntegraFlex Customer Service at: (208) 287-0310 and one of our customer service representatives can assist you.

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Employer Information

Note: 2018/2019 IRS Maximum Contribution and Out-of-Pocket Limits for Health Savings Accounts (HSAs) and High Deductible Health Plans (HDHPs) are as follows:

HSA Annual Maximum Contributions:

- Individual: $3,450 (2018) / $3,500 (2019)
- Family: $6,900 (2018) / $7,000 (2019)
- HSA Catch-Up Contributions (Age 55 or Older): An additional annual amount of $1,000 can be contributed to the HSA Annual Maximum Contributions.

HDHP Minimum Deductible Amounts:

- Individual: $1,350 (2018) / $1,350 (2019)
- Family: $2,700 (2018) / $2,700 (2019)

HDHP Maximum Out-of-Pocket Amounts (Deductibles, Co-payments, and other amounts, but not premiums):

- Individual: $6,650 (2018) / $6,750 (2019)
- Family: $13,300 (2018) / $13,500 (2019)

Note: Please specify your elections in a "Per Payroll" amount. When starting an HSA, your first 12 months of contributions CANNOT exceed 1/12 per month of the Allowed Annual Maximum.

Note: Anderson and Wood has "52" Payroll Periods. If electing less than the Allowed Annual Maximum, simply divide by "52" to figure out your Per Payroll Contribution.

Note: Anderson and Wood is contributing $26.52 "Per Payroll".

Note: Please specify your elections in an "Annual" amount. Limited-Purpose FSA monies can ONLY be used toward Dental and Vision Expenses. When enrolled in an HSA, your medical and prescription expenses MUST be run through your HSA account.

REDIRECTION INFORMATION: PLEASE READ AND INITIAL THE FOLLOWING STATEMENT

By electronically signing the salary redirection form I am signifying my understanding and acceptance of the responsibilities and requirements associated with a Section 125 Cafeteria Plan. I further understand that, though I have completed separate enrollment forms for the insurance policies to which I have applied, this form does not constitute acceptance by the companies to which I have applied. I understand and agree that an amount equal to what I have calculated will be deducted from each of my qualified pay periods from now through the end of the plan year. This amount shall continue for each pay period unless this agreement is amended or terminated. I understand the actual amount of my take home pay may increase or decrease depending upon the coverage or elections I have made. Any previous agreements under any other Flexible Benefits Plan are hereby revoked.

PLEASE READ AND INITIAL THE FOLLOWING WAIVER STATEMENT

By signing this FSA Waiver, I certify that the features and benefits under a 125 Flexible Benefits Plan have been explained to me. I am electing to Waive all pre-tax benefits under the plan on or after the first day of the plan year and understand that I cannot change or revoke this Waiver and may be prohibited from participation in this plan until the open enrollment period for the following year or unless I have had a Qualifying Event (May include: marriage, birth, adoption, divorce or death), as defined by the IRS.

Employee Information

Note: Please provide us with your best contact number and email address, so we may contact you regarding your account, if needed.

Note: Your personal information and email are kept private and secure within American Health Value's and IntegraFlex's systems. We DO NOT disseminate to any Third Party's unless we have your specific written consent. We solely use your email for communication purposes regarding your benefit account(s). We will email to you correspondence such as: Quarterly Account Balance Statement, Receipt Notification Request when verification of a debit card transaction is needed, when your claim has been processed letting you know of reimbursement, etc.

Spouse/Dependent(s) Information

Note: When entering spouse and/or dependent(s) information, you MUST under IRS Rules enter their Full SSN and DOB. If this information is not provided, we CANNOT process claims for a spouse and/or dependent(s) under the Rules of the IRS.

Note: For an additional debit card for a Spouse and/or Dependent(s). Please contact IntegraFlex Customer Service to request additional cards. Dependents MUST be 18 years of age for debit card eligibility.

Spouse
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5
Dpendent 6
Dependent 7
PLEASE READ AND SIGN TO THE FOLLOWING STATEMENT

Under penalties of perjury, I certify that:

1) The number shown on this form is my correct taxpayer identification number (TIN) or I am waiting for a number to be issued to me.
2) I am a U.S. person (including a U.S. resident alien).

By electronically signing I am signifying my understanding and acceptance of the responsibilities and requirements associated with a Section 125 and Section 223 Health Savings Account Plan. I further understand that, though I may have completed separate enrollment forms for the insurance policies to which I have applied, this enrollment does not constitute acceptance by the companies to which I have applied. Any previous agreements under any other Health Savings Account Plan are hereby revoked.

Date of Signature

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