Toolkit

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

What's New?

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Understanding FSA Claim Substantiation Rules: Why you must provide documentation for each FSA expense

April 07, 2026

Avoid frustration by understanding IRS substantiation rules and how to easily follow them!   Who decides the rules?  The IRS requires that FSA funds are only used on

Learn More FSA

Still Have Questions?

Fill out the form and a Surency team member will reach out to help you as soon as possible.

Surency Login

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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