Consumer Driven Healthcare
Welcome to the Fifth Third Bank CDH Employer Resource Center
From this page, you can download forms for your company to use in administering your Consumer Directed Healthcare (CDH) program, as well as educational resources for your employees to better understand and manage their accounts.
If you have any questions or technical issues, please don’t hesitate to reach out to your assigned Benefits Administrator at Chard Snyder. If you do not know their direct line, you can call 1-844-533-1687 and ask to speak to your Benefits Administrator.
If your employees need assistance, please have them reach out to our CDH Contact Center at 1-888-350-5353, Monday—Friday 8:00 am EST—8:00 pm EST or email anytime at firstname.lastname@example.org.
- CDH Employer Portal
Link to the CDH Employer Portal where you can obtain reports, view employee enrollments, access CDH forms and much more.
- Secure File Exchange
Link to Chard Snyder's Sharefile site to find requested reports, upload your enrollment and contribution files or any other secure document that needs to be shared.
- Secure Email
Link to Chard Synder's Secure email site to send emails with confidential information.
- Report Samples
To view a list of commonly used reports, their purpose and samples of each.
- FSA Brochure
You can distribute this brochure to explain the benefits of a Flexible Spending Accounts to your employees.
- Commuter Benefit Brochure
You can distribute this brochure to explain the benefits of a Commuter Plan to your employees.
- Limited and/or Dependent Daycare FSA Flyer
You can distribute this flyer to explain the benefits of a Limited Purpose FSA and/or a Dependent Care FSA to your employees.
- Orthodontia Brochure
You can distribute this brochure to explain the benefits of using your Flexible Spending Account to save money on your orthodontia contract.
- Flexible Spending Account Grace Period
You can distribute this handout to explain how the Flexible Spending Account Grace Period works for your employees (if applicable).
- FSA Carryover
If you offer carryover for your flexible spending accounts, you can use this sheet to eliminate concerns about losing money at the end of the year.
- Using Your Flexible Spending Account
This brochure will explain how your employees will use their Flexible Spending accounts including using your Multi-Benefit Card®, submitting an on-line claim and important reminders.
- Using Your Commuter Plan
This brochure will explain how your employees will use their Mass Transit and Parking plans including using your Multi-Benefit Card®, submitting an on-line claim for parking expenses and important reminders.
- Receipt Verification for Expenses Paid with Multi-Benefit Card®
This brochure explains why a receipt may be required for an expense that was paid with your Multi-Benefit Card®.
- Direct Deposit Flyer
This flyer explains the benefits of direct deposit and how your employees can set up their bank account to receive direct deposits from their spending accounts.
- Mobile App Slick
This brochure explains the benefits of using the Mobile App to submit claims and receipts, manage their username, login and debit card in addition to an Eligible Expense Scanner to scan items to see if they are qualified medical expenses. Plus so much more!
- Profile Change Form
To make changes to your company profile: name, taxpayer identification number, address, contacts, authorized portal users, bank account information.
- Direct Deposit Authorization Form
This form is used by your employees to set up direct deposit for reimbursement of their claims.
- Flexible Spending Account Claim Form
This form is used by your employees to submit a healthcare or dependent care claim for reimbursement.
- Flexible Spending Account Debit Card Substantiation Form
This form is used to reply to a request for further information for a Debit Card transaction (do not use to request reimbursement).
- Commuter Claim Form
This form is used by your employees to submit a parking claim for reimbursement.
- HRA Claim Form
This form is used by your employees to submit a claim for reimbursement under their HRA plan.
- HRA Dependent Data Collection Form
This form is used by your employees to submit their qualified dependents under their HRA plan.
|REPORT NAME||PURPOSE||FREQUENCY||TYPICAL RECIPIENT||SAMPLE REPORT|
|Payment History Report||View all reimbursements/payments during a specified time period.||Upon Request||Finance||
Payment History Report
|Reimbursement Detail Report||View all claims reimbursed during a specified time period.||Upon Request||Finance||
Reimbursement Detail Report
|Repayments Report||View summary and detail of consumer repayments for a specific period of time.||Upon Request||Finance||Repayments Report
|Account Balance Report||View plan account balance information per consumer and per plan as of specified date.||Upon Request||Finance / HR||
Account Balance Report
|Account Balance Detail Report||View plan balance summaries and consumer account balance detail as of specified date.||Upon Request||Finance||
Account Balance Detail Report
|Claim History Report||View all claims submitted during a specified time period including claim status.||Upon Request||HR||
Claim History Report
|Enrollment Report||View consumer enrollment in applicable plans as of specified date.||Upon Request||HR||
|HSA Account Detail Report||View an overview of each consumer’s HSA along with individual payroll deduction and employer contribution detail at a tax year or year to date level.||Upon Request / Able to be scheduled to appear on the Employer Portal on a monthly basis||Finance / HR||
HSA Account Detail Report
|Claim Reimbursement Notification||View claims reimbursed for a specific reimbursement date (typically used in conjunction with Debit Card Funding Notification for plan funding reconciliation).||Automatically generated on Employer Portal same day EFT and check claim reimbursements are released (typically weekly)||Finance / HR||
Claims Reimbursement Notification
|HSA Funding Collection Notification||View HSA funding notifications sent to the employer containing the payroll deduction and/or employer contribution to be collected from the employer.||Automatically generated on Employer Portal day after HSA contributions are loaded to participant accounts (if HSA plan offered)||Finance / HR||
HSA Funding Collection Notification
|Fee Funding Notification||View the funding that will be collected from the employer for employer paid fees.||Automatically generated on Employer Portal the 3rd day of each month||Finance / Billing||
Fee Funding Notification
|Employer Funding Notification||View the summary and details of the claims that need to be funded along with any funding adjustments.||Automatically generated on Employer Portal same day EFT and check claim reimbursements are released (typically weekly) or day after debit card transactions have settled||Finance||
Employer Funding Notification
DEBIT CARD REPORTS
|Debit Card Status Report||View a list of the cards that have been issued for this employer.||Upon Request||HR||
Debit Card Status Report
|Debit Card Funding Notification||View a summary of the debit card transaction amounts and fee amounts by plan (typically used in conjunction with Claim Reimbursement Notification for plan funding reconciliation).||Automatically generated on Employer Portal the day after debit card transactions have settled (typically daily)||Finance / HR||
Debit Card Funding Notification
|Contribution Discrepancy Report||View a list of non-HSA plan payroll and/or employer contributions loaded for participants by contribution file processed. (Report specifies paydate of contributions processed. Also details contribution amounts loaded that differ from what is expected by our system, contributions for that pay date that have not yet processed, and contributions received that were unable to be processed.)||Upon Request / Available after contribution file processing complete||Finance / HR||
Contrib. Discrepancy Rpt.