Employer Toolkit

Welcome to the Surency Toolkit where you will find everything you need to help understand your plan. Below are helpful resources to help you navigate your Flexible Spending Account (FSA), Dependent Care Flexible Spending Account (DC FSA), Health Savings Account (HSA), Vision Insurance, and more!

Helpful Resources

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Eligible Expenses

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Knowledge Center

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FSA Store

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HSA Store

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My HSA Planner

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Vision Provider Search

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Forms

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FAQs

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Plan Resources

Learn More About Your Plans

Access videos that highlight information about your plan(s) and more!

Educational Videos

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How We Help

Vision
FSA
DC FSA
HSA
HRA
Commuter
LSA
QSEHRA
Adoption Assistance
Direct Bill
Travel Benefits
Premium Only Plan
COBRA

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The IRS use-it-or-lose-it rule and what it means for FSAs

August 06, 2026

The IRS’ use-it-or-lose-it rule governs flexible spending accounts (FSAs). This rule is one of the big differentiators between FSAs and other types of employee benefits. So what is the use-or-lose rule? And what does it mean…

Learn More FSA

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Choose your Surency account type below to log in and access your account. Reimbursement accounts include FSA, DC FSA, LP FSA, HSA, HRA, Commuter, LSA, QSEHRA, Adoption Assistance, Travel Benefits, Direct Billing and Premium Only Plans.

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