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1 ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» λ»» çòðë

2 ADP Copyright Information Copyright by ADP, Inc. This manual supports ADP FlexDirect Client View Version Published November All rights reserved. The information contained in this document is proprietary and confidential to ADP. No part of this document may be reproduced or transmitted in any form or by any means, mechanical or electronic, including photography and recording, for any purpose without the express written permission of ADP. ADP and the ADP Logo are registered trademarks of ADP of North America, Inc. Microsoft, Windows, and Internet Explorer are registered trademarks of Microsoft Corporation. Printed in the United States.

3 ݱ²»² ß¾±«Ì Ù«¼» Introduction vi Audience for This Guide vi What s in This Book vii Related Documentation vii Documentation Conventions viii Providing Comments ix ï Ë ²¹ Ú» Ü»½ Ð ½ ² Ê» Introduction Navigating the User Interface Accounts At A Glance Manage Elections Learning Center Tools & Forms Flex Forms Participant Profile Commuter Benefits Submitting an Issue î л º± ³ ²¹ Ì µ ² Ú» Ü»½ Ð ½ ² Ê» Introduction Viewing Balances and Transactions Planning Your Benefits Strategy Planning Healthcare FSA Contributions Planning Transit or Parking Contributions Reviewing Lists of Eligible and Ineligible Expenses Understanding the Annual Grace Period Adding or Changing Parking or Transit Elections Viewing Benefit Plans Accessing a Form Online Completing a Flex Form Online Viewing or Updating Your Profile Ordering Transit Vouchers or Paying for Parking ²¼» ݱ²»² Ê» ±² çòðë ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼»

4 ª ݱ²»² ݱ²»² ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

5 ß¾±«Ì Ù«¼» ÐßÙÛ vi vi vii vii viii ix ÌÑÐ Ý Introduction Audience for This Guide What s in This Book Related Documentation Documentation Conventions Providing Comments ß¾±«Ì Ù«¼» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

6 ª ² ±¼«½ ±² ² ±¼«½ ±² ADP's FlexDirect Participant View allows employees to perform tasks related to their Flexible Spending Account (FSA) and Commuter Benefits plans, including: Displaying the available balances for current benefit plans and drilling down to the details of transactions. Adding or changing parking and transit elections, if applicable Reviewing overviews about the benefit plans offered by an employer, including the minimum and maximum contribution amounts allowed by an employer or the IRS, and the enrollment instructions required by an employer. Accessing forms for managing an account. Completing claim, substantiation, and secondary card request forms online and printing them for faxing to ADP. Viewing and/or updating a participant profile. Ordering a transit voucher or fare media and/or paying for parking online through a payroll deduction or by credit card, if applicable. This guide provides information about the FlexDirect Participant View user interface and detailed procedures for performing these and other tasks. ß«¼»²½» º± Ì Ù«¼» This guide is written for employees who want to maintain their FSA and Commuter Benefits account in the FlexDirect Participant View application. This guide is not intended to be a tutorial. You should be comfortable using a graphical user interface and a web-enabled application. ß¾±«Ì Ù«¼» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

7 É ² Ì Þ±±µ ª É ² Ì Þ±±µ This guide, the ADP FlexDirect Participant View User s Guide, covers the following topics: Chapter 1, Using FlexDirect Participant View, provides an overview of the FlexDirect Participant View user interface and detailed instructions for submitting an issue. Chapter 2, Performing Tasks in FlexDirect Participant View, provides detailed instructions for performing tasks in FlexDirect Participant View. An index is also provided. λ»¼ ܱ½«³»² ±² This guide covers the information necessary for performing employee tasks related to FSA and Commuter Benefits plans. You can find additional documentation by accessing the online help in the FlexDirect Participant View application. ß¾±«Ì Ù«¼» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

8 ª ܱ½«³»² ±² ݱ²ª»² ±² ܱ½«³»² ±² ݱ²ª»² ±² le 1 describes the documentation conventions used in this guide. le 1. Documentation Conventions Documentation Convention bold command Description In procedures, user interface items that you select, click, or enter information for are shown in bold. For instance, tab names, buttons, and field names. Indicates that you should type the command on your computer. Signifies important additional information. Signifies very important additional information Identifies helpful but not necessary information. Signifies that a failure to follow the recommended procedure could result in a loss of data or could result in the product not performing properly. Used to indicate either of the following: You can find additional information in the online Help You can find additional information on interface shortcuts and tips in the user s guide. Company Definitions ~ Organization Definitions At the beginning of a procedure, shows the path or navigation to a process or task. People ~ Personnel Actions ~ Change Employee s Job/Position ~ Change Job Position Within text, shows the path or navigation to a process, task, or tab. Indicates that you have reached the end of one step in a multiple-step process. Instructions are given after this convention to help you find the next step in the process and other related information. ß¾±«Ì Ù«¼» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

9 Ð ±ª ¼ ²¹ ݱ³³»² le 1. Documentation Conventions (cont.) Documentation Convention For a description of the fields on this tab, press F1. MULTI-STEP PROCESS First step in process Second step in process Third step in process Description Indicates that you have reached the end of a procedure. If additional information is available, it is noted after this convention. Indicates where you can find a complete description of every field on a tab. This convention is placed either to the left or, less often, to the right of a screen illustration. Lists each step in a multi-step process, and indicates which step the current section is documenting. In this example, the third step is currently being documented. Note that this step is highlighted in bold and is preceded by a check mark. If you are viewing an online manual, click the highlighted text to jump to the desired section. Ð ±ª ¼ ²¹ ݱ³³»² We welcome your comments and suggestions about the documentation delivered with ADP FlexDirect Participant View. That way, we can continue to improve the manuals and online help. You can provide comments by giving us feedback at adp4me.adp.com ~ Product Documentation. ß¾±«Ì Ù«¼» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

10 Ð ±ª ¼ ²¹ ݱ³³»² ß¾±«Ì Ù«¼» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

11 Ý» ï Ë ²¹ Ú» Ü»½ Ð ½ ² Ê» ÐßÙÛ ÌÑÐ Ý 1-2 Introduction 1-2 Navigating the User Interface 1-11 Submitting an Issue Ý» ïæ Ë ²¹ Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

12 ïóî ² ±¼«½ ±² ² ±¼«½ ±² This chapter provides an overview of the FlexDirect Participant View user interface and detailed instructions for submitting an issue in the following sections: Navigating the User Interface Submitting an Issue Ò ª ¹ ²¹» Ë» ²» º ½» The FlexDirect Participant View user interface consists of up to seven tabs (depending on your configuration): Accounts At A Glance Displays the available balances for your current benefit plans and allows you to drill down to the details of your transactions. It also describes all of the benefit plans available from your employer for the current year. Manage Elections If applicable, allows you to add or change parking and transit elections. Learning Center Provides overviews about the benefit plans offered by your employer, including the minimum and maximum contribution amounts allowed by your employer or the IRS, and the enrollment instructions required by your employer. Tools & Forms Provides you with forms you can use to manage your account. Flex Forms If applicable, allows you to complete claim, substantiation, and secondary card request forms online and print them for faxing to ADP. Participant Profile Allows you to view and/or update your profile in the FlexDirect Participant View application. Commuter Benefits If applicable, allows you to order a transit voucher or fare media and/or pay for parking online through a payroll deduction or by credit card. Ý» ïæ Ë ²¹ Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

13 Ò ª ¹ ²¹» Ë» ²» º ½» ïóí The FlexDirect Participant View toolbar provides access to the following buttons: For more information on a specific tab in FlexDirect Participant View, click on the toolbar while that tab is in focus. FlexDirect Home Displays the FlexDirect Login Home Page. Help Opens the help topic for the current tab. Contact Us Opens the Benefit Services Help Center form, where you can submit an issue or locate the ADP Solution Center number. Log Out Logs you off the application. This section consists of the following topics: Accounts At A Glance Manage Elections (if applicable) Learning Center Tools & Forms Flex Forms (if applicable) Participant Profile Commuter Benefits (if applicable) Ý» ïæ Ë ²¹ Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

14 ïóì Ò ª ¹ ²¹» Ë» ²» º ½» ß½½±«² ß ß Ù ²½» Ì ¾ Navigating the User Interface Accounts At A Glance The Accounts At A Glance tab displays the available balances for your current benefit plans and allows you to drill down to the details of your transactions. It also describes all of the benefit plans available from your employer for the current year. Figure 1-1 illustrates the Accounts At A Glance tab. Manage Elections Learning Center Tools & Forms Flex Forms Participant Profile Commuter Benefits Figure 1-1. Accounts At A Glance For more information on the Accounts At A Glance tab, see Viewing Balances and Transactions on page 2-3 or Planning Your Benefits Strategy on page 2-5. You have finished learning about the Accounts At A Glance tab. Next you will learn about the Manage Elections tab. Ý» ïæ Ë ²¹ Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

15 Ò ª ¹ ²¹» Ë» ²» º ½» ïóë Ó ² ¹» Û»½ ±² Ì ¾ The Manage Elections tab allows you to add or change parking and transit elections. Navigating the User Interface Accounts At A Glance Manage Elections The Manage Elections tab only appears on the user interface if your company offers Commuter Benefits plans. Figure 1-2 illustrates the Manage Elections tab. Learning Center Tools & Forms Flex Forms Participant Profile Commuter Benefits Figure 1-2. Manage Elections For more information on the Manage Elections tab, see Adding or Changing Parking or Transit Elections on page You have finished learning about the Manage Elections tab. Next you will learn about the Learning Center tab. Ý» ïæ Ë ²¹ Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

16 ïóê Ò ª ¹ ²¹» Ë» ²» º ½» Ô» ² ²¹ Ý»²» Ì ¾ Navigating the User Interface Accounts At A Glance The Learning Center tab provides overviews about the benefit plans offered by your employer, including the minimum and maximum contribution amounts allowed by your employer or the IRS, and the enrollment instructions required by your employer. Figure 1-3 illustrates the Learning Center tab. Manage Elections Learning Center Tools & Forms Flex Forms Participant Profile Commuter Benefits Figure 1-3. Learning Center For more information on the Learning Center tab, see Viewing Benefit Plans on page You have finished learning about the Learning Center tab. Next you will learn about the Tools & Forms tab. Ý» ïæ Ë ²¹ Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

17 Ò ª ¹ ²¹» Ë» ²» º ½» ïóé ̱± ú Ú± ³ Ì ¾ Navigating the User Interface Accounts At A Glance The Tools & Forms tab provides you with forms you can use to manage your account. Depending on your company s configuration, you may be required to enter a FlexID in place of a Social Security Number on the forms. Figure 1-4 illustrates the Tools & Forms tab. Manage Elections Learning Center Tools & Forms Flex Forms Participant Profile Commuter Benefits Figure 1-4. Tools & Forms For more information on the Tools & Forms tab, see Accessing a Form Online on page You have finished learning about the Tools & Forms tab. Next you will learn about the Flex Forms tab. Ý» ïæ Ë ²¹ Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

18 ïóè Ò ª ¹ ²¹» Ë» ²» º ½» Ú» Ú± ³ Ì ¾ The Flex Forms tab allows you to complete claim, substantiation, and secondary card request forms online and print them for faxing to ADP. Navigating the User Interface Accounts At A Glance Manage Elections The Flex Forms tab only appears on the user interface if your company offers forms containing Flex IDs. Figure 1-5 illustrates the Flex Forms tab. Learning Center Tools & Forms Flex Forms Participant Profile Commuter Benefits Figure 1-5. Flex Forms For more information on the Flex Forms tab, see Completing a Flex Form Online on page You have finished learning about the Flex Forms tab. Next you will learn about the Participant Profile tab. Ý» ïæ Ë ²¹ Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

19 Ò ª ¹ ²¹» Ë» ²» º ½» ïóç Ð ½ ² Ð ±º» Ì ¾ The Participant Profile tab allows you to view and/or update your profile in the FlexDirect Participant View application. Navigating the User Interface Figure 1-6 illustrates the Participant Profile tab. Accounts At A Glance Manage Elections Learning Center Tools & Forms Flex Forms Participant Profile Commuter Benefits Figure 1-6. Participant Profile For more information on the Participant Profile tab, see Viewing or Updating Your Profile on page You have finished learning about the Participant Profile tab. Next you will learn about the Commuter Benefits tab. Ý» ïæ Ë ²¹ Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

20 ïóïð Ò ª ¹ ²¹» Ë» ²» º ½» ݱ³³ Þ»²»º Ì ¾ The Commuter Benefits tab allows you to order a transit voucher or fare media and/or pay for parking online through a payroll deduction or by credit card. Navigating the User Interface Accounts At A Glance Manage Elections The Commuter Benefits tab only appears on the user interface if your company offers Commuter Benefits plans. Figure 1-7 illustrates the Commuter Benefits tab. Learning Center Tools & Forms Flex Forms Participant Profile Commuter Benefits Figure 1-7. Commuter Benefits For more information on the Commuter Benefits tab, see Ordering Transit Vouchers or Paying for Parking on page You have finished navigating the user interface. Ý» ïæ Ë ²¹ Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

21 Í«¾³ ²¹ ² ïóïï Í«¾³ ²¹ ² To submit an issue to ADP regarding your benefit plans, follow these steps: 1. Click on the FlexDirect Participant View toolbar. The Contact Us form displays with your personal contact information pre-populated. Figure 1-8. Contact Us Form 2. Enter a subject title in the Subject field. 3. Select a category from the Issue/Concern field. 4. Enter a brief description of the issue in the text box. 5. Click Submit. For additional help, call the ADP Solution Center. You have finished submitting an issue. Ý» ïæ Ë ²¹ Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

22 ïóïî Í«¾³ ²¹ ² Ý» ïæ Ë ²¹ Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

23 Ý» î л º± ³ ²¹ Ì µ ² Ú» Ü»½ Ð ½ ² Ê» ÐßÙÛ ÌÑÐ Ý 2-2 Introduction 2-3 Viewing Balances and Transactions 2-5 Planning Your Benefits Strategy 2-11 Adding or Changing Parking or Transit Elections 2-12 Viewing Benefit Plans 2-13 Accessing a Form Online 2-16 Completing a Flex Form Online 2-19 Viewing or Updating Your Profile 2-21 Ordering Transit Vouchers or Paying for Parking Ý» îæ л º± ³ ²¹ Ì µ ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

24 îóî ² ±¼«½ ±² ² ±¼«½ ±² This chapter provides detailed instructions for performing tasks in FlexDirect Participant View in the following sections: Viewing Balances and Transactions Planning Your Benefits Strategy Adding or Changing Parking or Transit Elections Viewing Benefit Plans Accessing a Form Online Completing a Flex Form Online Viewing or Updating Your Profile Ordering Transit Vouchers or Paying for Parking Ý» îæ л º± ³ ²¹ Ì µ ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

25 Ê» ²¹ Þ ²½» ²¼ Ì ² ½ ±² îóí Ê» ²¹ Þ ²½» ²¼ Ì ² ½ ±² You can view the details of your balances and transactions on the Accounts At A Glance tab. This tab also displays the available balances for your current benefit plans and describes all of the benefit plans available to you from your employer for the current year. To view the details of your balances and transactions, do the following: 1. From FlexDirect Participant View, select the Accounts At A Glance tab. The Accounts At A Glance page displays. Figure 2-1. Accounts At A Glance Page 2. To change the plan year, select a year from the Period field next to the Plan Name. Ý» îæ л º± ³ ²¹ Ì µ ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

26 îóì Ê» ²¹ Þ ²½» ²¼ Ì ² ½ ±² 3. Click the Details link to the right of the Plan Name. The Accounts Details page displays. Figure 2-2. Account Details Page On this page you can select a plan and year from the FSA Account field and change the view by selecting a transaction type from the Activity field. You have finished viewing balances and transactions. Ý» îæ л º± ³ ²¹ Ì µ ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

27 Ð ²² ²¹ DZ«Þ»²»º Í»¹ îóë Ð ²² ²¹ DZ«Þ»²»º Í»¹ As a FlexDirect participant, you can plan your strategy for making benefits contributions by using the benefits planning tools on the Accounts At A Glance page. The benefits planning tools are described in the following sections: Planning Healthcare FSA Contributions Planning Transit or Parking Contributions Reviewing Lists of Eligible and Ineligible Expenses Understanding the Annual Grace Period Ð ²² ²¹ Ø» ½» ÚÍß Ý±² ¾«±² Planning Your Benefits Strategy Planning Healthcare FSA Contributions You can perform calculations to help you plan your FSA benefits strategy using the Contribution Planning Calculator for Healthcare FSA. To access the Contribution Planning Calculator for Healthcare FSA, follow these steps: 1. From the Accounts At A Glance tab, click Health Care FSA on the left side of the page. The Health Care Flexible Spending Account page displays. Planning Transit or Parking Contributions Reviewing Lists of Eligible and Ineligible Expenses Understanding the Annual Grace Period Figure 2-3. Health Care FSA Page Ý» îæ л º± ³ ²¹ Ì µ ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

28 îóê Ð ²² ²¹ DZ«Þ»²»º Í»¹ 2. From the Health Care Flexible Spending Account page, click Health Care Multimedia on the left side of the page. The Health Care Flexible Spending Accounts page displays. Optionally, to print a hard copy of the worksheet, click Contribution Planning, then click Contribution Planning Worksheet at the bottom of the page. Figure 2-4. Health Care Flexible Spending Accounts Page 3. Click (Calculator) and follow the numbered steps. You have finished planning healthcare FSA contributions. The next section provides instructions for planning transit or parking contributions. Ý» îæ л º± ³ ²¹ Ì µ ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

29 Ð ²² ²¹ DZ«Þ»²»º Í»¹ îóé Ð ²² ²¹ Ì ² ± Ð µ ²¹ ݱ² ¾«±² Planning Your Benefits Strategy Planning Healthcare FSA Contributions You can print and fill out the Contribution Planning Worksheet for Transit or Parking to help you plan your transit or parking benefits strategy. To access the Contribution Planning Worksheet for Transit or Parking, follow these steps: 1. From the Accounts At A Glance tab, click Transit or Parking on the left side of the page. The Transit or Parking page displays. Planning Transit or Parking Contributions Reviewing Lists of Eligible and Ineligible Expenses Understanding the Annual Grace Period Figure 2-5. Transit Page 2. From the Transit or Parking page, click Contribution Planning on the left side of the page. The Contribution Planning page displays. Figure 2-6. Contribution Planning Page Ý» îæ л º± ³ ²¹ Ì µ ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

30 îóè Ð ²² ²¹ DZ«Þ»²»º Í»¹ 3. From the Contribution Planning page, click the Contribution Planning Worksheet link. The Contribution Planning Worksheet displays. Figure 2-7. Contribution Worksheet 4. Print the Contribution Planning Worksheet and follow the numbered steps. You have finished planning transit or parking contributions. The next section provides instructions for reviewing lists of eligible and ineligible expenses. Ý» îæ л º± ³ ²¹ Ì µ ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» ±² çòðë

31 Ð ²² ²¹ DZ«Þ»²»º - Í»¹ îóç 못 ²¹ Ô - - ±º Û ¹ ¾» ²¼ ²» ¹ ¾» Û»²-»You can access lists of eligible and ineligible expenses to help you plan your FSA benefits strategy. Planning Your Benefits Strategy Planning Healthcare FSA Contributions To access lists of eligible and ineligible expenses, follow these steps: 1. From the Accounts At A Glance page, click Health Care FSA on the left side of the page. The Health Care Flexible Spending Account page displays. Planning Transit or Parking Contributions Reviewing Lists of Eligible and Ineligible Expenses Understanding the Annual Grace Period Figure 2-8. Health Care FSA Page 2. From the Health Care FSA page, click Eligible Expenses or Ineligible Expenses on the left side of the page. The Eligible or Ineligible Expenses page displays. Figure 2-9. Eligible Expenses Page 3. Review the eligible or ineligible FSA expenses for your company. You have finished reviewing lists of eligible or ineligible expenses. The next section provides instructions for understanding the Annual Grace Period. Ý» îæ л º± ³ ²¹ Ì -µ- ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» - ±² çòðë

32 îóïð Ð ²² ²¹ DZ«Þ»²»º - Í»¹ ˲¼» - ²¼ ²¹» ß²²«Ù ½» л ±¼ This procedure only applies if your company offers the Annual Grace Period feature. You can access the Annual Grace Period Presentation to learn about the concept of Annual Grace Period to help you plan your FSA benefits strategy. Planning Your Benefits Strategy Planning Healthcare FSA Contributions To access the Annual Grace Period Presentation, follow these steps: 1. From the Accounts At A Glance tab, click Annual Grace Period on the left side of the page. The Annual Grace Period Page displays. Planning Transit or Parking Contributions Reviewing Lists of Eligible and Ineligible Expenses Understanding the Annual Grace Period Figure Annual Grace Period Page 2. From the Annual Grace Period Page, click AGP Multimedia on the left side of the page. The Annual Grace Period Presentation displays. Optionally, click AGP FAQ to access background information on Annual Grace Period. Figure Annual Grace Period Presentation 3. Click a question to learn more about the concept of Annual Grace Period. You have finished planning your benefits strategy. Ý» îæ л º± ³ ²¹ Ì -µ- ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» - ±² çòðë

33 ß¼¼ ²¹ ± Ý ²¹ ²¹ Ð µ ²¹ ± Ì ²- Û»½ ±²- îóïï ß¼¼ ²¹ ± Ý ²¹ ²¹ Ð µ ²¹ ± Ì ²- Û»½ ±²You can add or change parking or transit elections on the Manage Elections tab. The Manage Elections tab only appears on the user interface if your company offers Commuter Benefits plans. To add or change parking or transit elections, do the following: 1. From FlexDirect Participant View, select the Manage Elections tab. The Manage Elections page displays. Figure Manage Elections Page 2. Select the Parking or Transit tab. 3. Select the benefit month from the field. 4. Enter your election amount. To clear the screen, click Reset. 5. Click Confirm Election. 6. Click Save. You have finished adding or changing parking or transit elections. Ý» îæ л º± ³ ²¹ Ì -µ- ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» - ±² çòðë

34 îóïî Ê» ²¹ Þ»²»º Ð ²- Ê» ²¹ Þ»²»º Ð ²The Learning Center tab provides overviews about the benefit plans offered by your employer, including the minimum and maximum contribution amounts allowed by your employer or the IRS, and the enrollment instructions required by your employer. Figure Learning Center For background information about a particular plan, click the link at the top of each section. You have finished viewing benefit plans. Ý» îæ л º± ³ ²¹ Ì -µ- ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» - ±² çòðë

35 ß½½»-- ²¹ Ú± ³ Ѳ ²» îóïí ß½½»-- ²¹ Ú± ³ Ѳ ²» You can access PDF versions of forms that contain fields for Flex IDs or Social Security Numbers from the Tools & Forms tab. The following table describes the four types of forms and how and when to submit them. le 2-1. Three Types of Forms Name How to Use When to Submit Claim Form Submit this form to receive reimbursement for an FSA claim. After obtaining a statement or receipt. Substantiation Form (if applicable) Submit this form to verify the eligibility of a purchase made using an FSA card. After receiving a request for substantiation following a card purchase. Secondary Card Request Form (if applicable) Submit this form to obtain a Any time. secondary FSA card, such as for your spouse. Supporting Documentation Form Submit this form to provide supporting documentation for an expense. Any time. To access a form, do the following: 1. From FlexDirect Participant View, select the Tools & Forms tab. The Tools & Forms page displays. If your company offers the Flex Forms feature, your Flex ID displays on the Tools & Forms tab. Figure Tools & Forms Page (Top and Bottom) Ý» îæ л º± ³ ²¹ Ì -µ- ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» - ±² çòðë

36 îóïì ß½½»-- ²¹ Ú± ³ Ѳ ²» 2. Click the plan type under the Tools and Forms heading. The related forms page displays. The FSA Forms page is provided as an example. Figure FSA Forms Page 3. Click the link to the form you want to access. You need Adobe Reader to open a form. To download Adobe Reader, click the Get Adobe Reader button. The form is displayed. If you are required to submit backup documentation for a card purchase, you must fill out a substantiation form instead of a claim form. Figure Sample Form Ý» îæ л º± ³ ²¹ Ì -µ- ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» - ±² çòðë

37 ß½½»-- ²¹ Ú± ³ Ѳ ²» îóïë 4. Read the instructions at the top of the form. 5. Fill out the form online and print it, or print the blank form and fill it out by hand. 6. Sign and date the form. At this time, ADP does not accept online forms or electronic signatures. 7. Fax or mail: An Enrollment Form to your company's Human Resources department. Other forms to ADP at the fax number or mailing address provided on the form. You have finished accessing a form. Ý» îæ л º± ³ ²¹ Ì -µ- ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» - ±² çòðë

38 îóïê ݱ³» ²¹ Ú» Ú± ³ Ѳ ²» ݱ³» ²¹ Ú» Ú± ³ Ѳ ²» You can complete forms online and print them for faxing to ADP. Each printed form contains a FlexID in place of your Social Security Number for security purposes, and a unique bar code that identifies your request to ADP. Only the forms for the products you are enrolled in are displayed. The Flex Forms tab only appears on the user interface if your company offers forms containing Flex IDs. To complete a Flex Form online, do the following: 1. From FlexDirect Participant View, select the Flex Forms tab. The Flex Forms page displays. Figure Flex Forms Page Ý» îæ л º± ³ ²¹ Ì -µ- ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» - ±² çòðë

39 ݱ³» ²¹ Ú» Ú± ³ Ѳ ²» îóïé 2. Click the link to the Flex Form type you want to access. The example provided is the Online Claims page. Figure Online Claims Page 3. Click the Claim Form Completion link. 4. Verify your profile in STEP Select a form from the field in STEP Click Insert. An online form displays. The example provided is the Add/Edit Online Claim form. Figure Add/Edit Online Claim Form Ý» îæ л º± ³ ²¹ Ì -µ- ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» - ±² çòðë

40 îóïè ݱ³» ²¹ Ú» Ú± ³ Ѳ ²» 7. Enter the name of the provider in the Name of Provider field. Click next to the field for more information. 8. Select the type of service from the Type of Service field. Click next to the field for more information. 9. Enter the service recipient in the Service Recipient field. Click next to the field for more information Enter the service begin date in the Service Begin Date field. Click next to the field for more information. 11. Enter the service end date in the Service End Date field. Click next to the field for more information Enter the amount in the Amount field Click Save When you re done entering expenses to be reimbursed, click Complete. You have finished completing a Flex Form online. Follow the instructions provided with the form to submit your claim to ADP. Ý» îæ л º± ³ ²¹ Ì -µ- ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» - ±² çòðë

41 Ê» ²¹ ± Ë ¼ ²¹ DZ«Ð ±º» îóïç Ê» ²¹ ± Ë ¼ ²¹ DZ«Ð ±º» You can view or update your profile on the Participant Profile tab. To view or update your profile, do the following: 1. From FlexDirect Participant View, select the Participant Profile tab. The Participant Profile page displays. Figure Participant Profile Page 2. View your contact information in the name and address fields. These fields are not editable. To update your name or address, contact your company's Human Resources department. 3. View or update your Address. ADP recommends entering your address to ensure fast communication. You can use your company or personal address. 4. View or update your home and busines phone numbers. 5. View or update your Direct Deposit status. To establish direct deposit, select Yes from the field and enter your bank or credit union checking or savings numbers in the EFT Account # and EFT Routing # fields, and select the Account Type. The change should take effect within ten business days. Until then, you will receive a check for any claims you submit. Ý» îæ л º± ³ ²¹ Ì -µ- ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» - ±² çòðë

42 îóîð Ê» ²¹ ± Ë ¼ ²¹ DZ«Ð ±º» 6. View your Username. This field is not editable. To update your user name, contact your company's Human Resources department. 7. View or update your Challenge Question from the field to confirm your identity if you forget your password. 8. If you updated your challenge question, enter a new Challenge Answer to the question you selected. 9. Click Update Information. Ý» îæ л º± ³ ²¹ Ì -µ- ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» - ±² çòðë

43 Ñ ¼» ²¹ Ì ²- ʱ«½» - ± Ð ²¹ º± Ð µ ²¹ îóîï Ñ ¼» ²¹ Ì ²- ʱ«½» - ± Ð ²¹ º± Ð µ ²¹ The Commuter Benefits tab allows you to order a transit voucher or fare media and/or pay for parking online through a payroll deduction or by credit card. The Commuter Benefits tab only appears on the user interface if your company offers Commuter Benefits plans. To order transit vouchers or pay for parking online, do the following: 1. From FlexDirect Participant Profile, select the Commuter Benefits tab. The Commuter Benefits page displays. Figure Commuter Benefits 2. Do one of the following: To order transit or pay for parking online, select transit order or parking order on the left side of the screen and complete the form. In the upper right portion of the form, Benefit Month is the month for which you're making the election, and Order By is the last date you can make an election for that benefit month. To view a list of all completed orders, select order history on the left side of the screen. To update your or mail address, select my account on the left side of the screen. Ý» îæ л º± ³ ²¹ Ì -µ- ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» - ±² çòðë

44 îóîî Ñ ¼» ²¹ Ì ²- ʱ«½» - ± Ð ²¹ º± Ð µ ²¹ Ý» îæ л º± ³ ²¹ Ì -µ- ² Ú» Ü»½ Ð ½ ² Ê» ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» - ±² çòðë

45 ²¼» ß Û Accessing a form online 2-13 Accounts At A Glance accessing 2-2 illustration of 2-2 Accounts At A Glance tab overview 1-4 Accounts at a Glance tab 2-3 AGP Presentation 2-10 Annual Grace Period Presentation 2-10 Audience for this guide vi Eligible expenses 2-9 Expenses, eligible and ineligible 2-9 Þ Balances 2-3 Balances, viewing 2-2 Benefit planning tools 2-5 Benefit Plans, viewing 2-12 Ý Calculator 2-5 Commuter Benefits tab accessing 2-21 illustration of 2-21 overview 1-10 Completing a Flex Form 2-16 Contribution calculator 2-5 Contribution Planning Calculator for Healthcare FSA 2-5 Contribution Planning Worksheet for Transit or Parking 2-7 Ü Documentation contents of this guide vii providing comments ix related documentation vii Ú Flex Forms tab accessing 2-16 illustration of 2-16 overview 1-8 Flex Forms, completing 2-16 FlexDirect Participant View 1-2 Forms, printing 2-13 Ù Guides see Documentation Ineligible expenses 2-9 issue, submitting 1-11 Ô Learning Center tab accessing 2-12 illustration of 2-12 overview 1-6 Ó Manage Elections tab accessing 2-11 illustration of 2-11 overview 1-5 ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» - ±² çòðë

46 óî ²¼» Ð Parking 2-21 Parking Elections 2-11 Parking, paying for 2-21 Parking, worksheet 2-7 Participant Profile tab accessing 2-19 illustration of 2-19 overview 1-9 Planning 2-7 Planning tools 2-5 Printing forms 2-13 Profile, updating 2-19 Profile, viewing 2-19 Í Submitting an issue 1-11 Ì Tools & Forms tab accessing 2-13 illustration of 2-13 overview 1-7 Transactions 2-3 Transactions, viewing 2-2 Transit Elections 2-11 Transit vouchers, ordering 2-21 Transit, worksheet 2-7 Ë User interface 1-2 Ê Viewing Balances and Transactions 2-3 Vouchers 2-21 É Worksheet, Contribution Planning 2-7 ßÜÐ Ú» Ü»½ Ð ½ ² Ê» Ë» Ù«¼» Ê» - ±² çòðë