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9/23/2019

In Retirement

https://www.ubt.com/learning-center/in-retirement

Congratulations — you’ve worked hard to reach this amazing milestone. What’s next for you? Travel? Starting a business? Philanthropic efforts? Whatever it is, y

Personal
In Retirement
Retirement

9/24/2019

HSA Qualified Expenses

https://www.ubt.com/learning-center/guides/hsa-qualified-expenses

HSA Qualified Medical, Dental & Vision Expenses. Below is a quick reference list of expenses that can be reimbursed from a Health Savings Account.

Personal
HSA

9/24/2019

HSA Videos

https://www.ubt.com/hsa-videos

Videos about managing your HSA

Personal

9/24/2019

HSA Forms

https://www.ubt.com/hsa-forms

Health Savings account maintenance and forms. Helpful forms from the IRS.

Personal
HSA
Omnify

9/24/2019

FSA Video Library

https://www.ubt.com/fsa-video-library

Videos about your flexible spending account including how to manage it online, file a claim, and be reimbursed for qualified medical expenses.

Personal

9/24/2019

FSA Forms

https://www.ubt.com/fsa-forms

Use these forms to manage your FSA through your employer sponsored plan.

Personal
Omnify
FSA

9/24/2019

Flexible Spending Accounts (FSA)

https://www.ubt.com/business/employee-benefits/omnify-health-benefits/flexible-spending-accounts-fsa

Flexible Spending Accounts are great for uncovered medical expenses.

Personal
FSA
Health Benefits
Omnify

9/24/2019

LPFSA Video Library

https://www.ubt.com/lpfsa-video-library

Videos about Limited purpose flexible spending accounts

Personal

9/24/2019

Limited Purpose FSA

https://www.ubt.com/business/employee-benefits/omnify-health-benefits/limited-purpose-fsa

A Limited Purpose Flexible Spending Account (LPFSA) is an employer sponsored Flexible Spending Account that allows you to pay for eligible dental and vision exp

Personal
Omnify

9/24/2019

DCA Video Library

https://www.ubt.com/dca-video-library

Dependent Care account videos

Personal