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Authorization Form for Information Release
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CareFlex Participant Portal - Existing User Access Instructions
CareFlex Participant Portal - New User Access Instructions
CareFlex PIN Effective April 1st
Direct Deposit Authorization Form
FSA Dependent Care Expense Guide
FSA Health Care Expense Guide
FSA Qualified Expense Worksheet
Health Care Documentation Requirements
Instructions for Online Claim Entry
Manual Claim Filing Instructions-Dependent Care
Manual Claim Filing Instructions-Health Care
OTC Prescription/Medical Necessity Form
Reimbursement Request Form-DCA Provider Form
Reimbursement Request Form-Dependent Care
Reimbursement Request Form-Health Care (HRA and FSA)
Reimbursement Request Form-Parking and Transit

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    Home | Who is CareFlex Benefit Solutions?


Who is CareFlex Benefit Solutions?

CareFlex Benefit Solutions is a division of Jon S. Frank & Associates, an employee benefits advisory established in 1988. While the agency has been handling Section 125 plans and Flexible Spending Account administration since the early 1990’s, our service took on more advanced functionality in 1998 and adopted the name CareFlex as we became more aware of the importance of pre-tax health care spending in the economic fabric of the health care system. In addition to Flexible Spending Accounts, CareFlex also handles Health Reimbursement Arrangements and other defined contribution strategies.

We’ve partnered with Alegeus, to develop a local system with national reach using the Benefits Card MasterCard. Alegeus’s proprietary Wealthcare Administration System automatically substantiates transactions that pass your selected criteria and requests receipts for transactions that don’t. This technology, coupled with our knowledge of local vendors when the need for troubleshooting arises, fuse to create a highly satisfactory experience for our clients and their employees. The result: a smooth running, cost effective benefit account program.


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