- General
- Broker Toolkit
- Health Accounts
- Individuals and Families (2025)
- Individuals and Families (2024)
- Blue Solutions: Small Employer (2025)
- Blue Solutions: Small Employer (2024)
- Large Group Options 51-99 (2025)
- Large Group Options 51-99 (2024)
- Large Group Options 100+ (2025)
- Large Group Options 100+ (2024)
Spending Account Materials for Brokers
Applications and Forms
IBX Dependent Care (DCA) Reimbursement Request Form- IBX Debit Card Request Form
- IBX Health Reimbursement Arrangement (HRA) Reimbursement Request Form
- IBX Healthcare Flexible Spending Account (FSA) Reimbursement Request Form
- IBX Parking Expense Claim Form Reimbursement Request
- IBX WCS HSA Custodial Agreement 2021
- IBX Transit Expense Claim Form Reimbursement Request
- IBX WCA 2022 Spending Account Fees and Services
- IBX Administrator Guide: Dispute Point of Sale Debit Card Transactions
- IBX Accountholder Guide: Dispute Point of Sale Debit Card Transactions
- IBX 2024 Spending Account Large Market (51) Comprehensive Application
- IBX WCS Employer Spending Account Implementation Checklist
- IBX 2022 Blue Solutions Renewal Savings Form
- IBX WCS 2022 HSA Small Group Checklist Application EPAF
- IBX Employer Portal Access Form
- IBX WCS 2022 HSA Banking Authorization Form
- IBX 2021 Independence Spending Account Prefunding Authorization Form
- IBX WCS HSA Terms and Conditions 2021
- IBX Independence Contacts for Brokers
- IBX Status Update form: FSA DCARE TRANS COMM COBRA
- IBX WCS HSA Interest Rate Disclosure 2021
- IBX WCS Privacy Policy 2021
- IBX WCS HSA A Reversal of Employer_Admin HSA Contribution Form
- IBX WCS HSA B Reversal of Employer_Admin HSA Contribution SpreadSheet
Marketing Collateral
- IBX Health Spending Accounts Flyer — Customer
- IBX HSA Overview Flyer — Member
- IBX HSA Member Onboarding Insert
Education
- IBX Making the Most of your HSA: A User Guide
- Health Savings Account Investment Guide
- IBX Reporting Guide for Employers: HRA & FSA
- IBX How to open an HSA
- IBX WCS HSA Funding At-A-Glance
- IBX EZ HSA Funding and Banking Guide
- IBX WCS Funding & Reconciliation Guide for Employers
- IBX WCS Funding & Reporting Guide; Direct ACH
- IBX WCS Reporting Guide for Employers
- IBX Re-associated Health Savings Account (HSA) Holder Experience (WealthCare)