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Looking for a Form?

You are welcome to download and print the current versions of these Manley Services forms. Just click on the links below.

All materials are in Adobe Acrobat PDF format. To open them, you must have Adobe Acrobat Reader installed on your computer. If you do not have this software, you can download it free from the Adobe Web site; click on this link and follow the instructions: Download Adobe Acrobat Reader

Looking for Fliers or Brochures?

Please visit our Fliers & Brochures page located under Agents & Brokers. The materials are available as PDF files, which you may download and print. You may also add links on your company's intranet directly to the PDFs.

Participant Forms & materials  

Request for Reimbursement from FSA or HRA
(for use with the flexible spending account or health reimbursement arrangement)

En Español

Request for Reimbursement from Transportation Benefit
(for use with the transportation benefit account)

 

Authorization for Electronic Funds Transfer/Direct Deposit
(to set up an account for reimbursement deposits via electronic funds transfer)

En Español

Benny™ Card Receipt Submission Form
(for Benny™ card users who would prefer to submit their Benny™ Card receipts immediately, in case verification is needed, rather than wait for a receipt request letter)

Benny™ Card Refund Submission Form
(for Benny™ card users who need to refund their account for ineligible charges.)

EasyPay flier
For participants who have both a Manley plan and PacificSource health insurance

En Español

EasyPay Enrollment Form
For participants who have both a Manley plan and PacificSource health insurance

En Español

Examples of Eligible Health-Related Expenses
(While not technically a form, this handout is useful in conjunction with the Benefit Analysis Worksheet.)

En Español

Flexible Spending Account Benefit Analysis Worksheet
(a guide for calculating flexible spending allottments)

En Español

FAQ about the Grace Period
(Questions and answers about the grace period for incurring expenses)

En Español

OB Guidelines
(a guide for obstetric & prenatal care reimbursements)

En Español

Ortho Guidelines
(a guide for orthodontia reimbursements)

En Español

Employer Forms  

COBRA Notification
(to inform us when an employee becomes eligible for COBRA continuation coverage; to be completed by the employer)

COBRA Initial Notification
(to inform newly enrolled employees that they and their covered dependents have COBRA rights if they have a qualifying event; to be completed by the employer)

 

Premium Only Plan Service Agreement
(for employers interested in the Premium Only Plan)

Electronic Enrollment Flier for New Groups or Renewals
(instructions for preparing and e-mailing your group set up)

HRA Summary Plan Description
(general information regarding the HRA plan)

 

FSA Summary Plan Description
(general information regarding the FSA plan)

En Español

If you have any trouble printing these forms, please e-mail the Webmaster. Please include your name and company name and indicate whether you are a participant or employer.