Fifth Third Bank

Consumer Driven Healthcare

Fifth Third Bank and Chard Snyder logos

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 53askpenny@chard-snyder.com.    

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REPORT NAME PURPOSE FREQUENCY TYPICAL RECIPIENT SAMPLE REPORT

BANKING

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

PLAN MANAGEMENT

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
Enrollment Report
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

EMPLOYER NOTIFICATIONS

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 REPORTS

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.