Open Enrollment 2024
FSA Education Resources

Select from a list of educational materials and tools to help your employees adopt Lively FSA benefits during open enrollment and year-round. Upload them to your internal knowledge base or include the assets in your benefits communications.

Introduction to FSAs

Introduce your employees to the basics of their FSA.

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General Purpose FSA 101: Basics to Know

Helps employees understand General Purpose (Medical) FSAs.

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Dependent Care FSA 101: Basics to Know

Covers the benefits of Dependent Care FSAs.

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Introduction to a Limited Purpose FSA

Helps employees understand Limited Purpose FSAs as a standalone or when paired with a Health Savings Account (HSA).

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FSA Quick Start Guide

Help your employees quickly set up and start using their Lively FSA.

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Infographic: HSA vs. FSA

Highlights HSA and FSA features in a side-by-side format.

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LPFSA + HSA 101

Illustrates how HSAs & Limited Purpose FSAs work together.

Learn more about FSAs

Help your team get the most out their Lively FSA with these resources.

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Lively's FSA Guide

Comprehensive overview of everything to know about FSAs.

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FSA Savings Calculator

Help your people get the most out of their FSA by including this in your open enrollment materials or benefits resource center.

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Make FSA Payments Easy

Helps employees simplify FSA payments with these pro tips.

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Lively Benefits Mobile App for FSA

See how easy it is to manage FSAs while on the go.

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FSA Eligible Expenses

Search Lively's directory of eligible expenses for all types of FSAs.

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Understanding FSA Substantiation

Make reimbursements simple by understanding the "Rule of 5."

FSA forms

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FSA Enrollment Form Template

Use this template to enroll employees into your FSA plan and choose their annual election amount.

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Letter of Medical Necessity

Form for medical providers to complete when ineligible expenses are medically necessary and therefore reimbursable from FSAs.