Sony Universal Remote KLV 26 Mytascpartrefguide
User Manual: Sony Universal Remote KLV-26
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Page Count: 6
Here’s what you’ll nd inside:
MyTASC: Online Account Management 2
Eligible Expenses 3
TASC Card 3
Requests for Reimbursement 5
Reimbursement Disbursements 5
Managing Your Requests 6
Change of Elections 6
Plan Year End and Carryover 6
Participant Reference Guide
Welcome to FlexSystem and to the tax saving benets of a Section 125 Cafeteria Plan.
We hope you will nd FlexSystem to be an efcient and valuable service. Our Participant website is
www.tasconline.com and is referred to as MyTASC throughout this Guide. This Guide will walk you through
the initial login process, how to use your TASC Card, how to request a reimbursement, and how to change your
election(s), as well as how to use several other Participant web tools. Please retain this Guide for future
reference. If you have additional questions, log in to MyTASC and select Contact Us or call Customer Care
at 608-241-1900 or toll-free at 800-422-4661.
FX-3991-051214
FlexSystem Participant Reference Guide2
MyTASC: Online Account
Management
TASC offers a variety of ways to manage your
Flexible Spending Account! These include an online
portal called MyTASC at www.tasconline.com, the
MyTASC Mobile application for Kindle, Android, and
Apple devices, and TXT Messaging using any SMS
compatible device.
A valid email is required to access each of these.
If you or your employer provided your email
address upon your initial enrollment, you will receive
a Welcome New FlexSystem Participant email with
instructions about how to set up your MyTASC
account for the rst time. You will be asked to set
your password, and once logged in, you may create
your own username. If you do not change your
username, it will remain as your 12-digit TASC ID,
printed on your TASC Card and personalized Request
for Reimbursement Form.
If you did not receive the Welcome New FlexSystem
Participant email with access instructions, please
call Customer Care at 608-241-1900 or toll-free at
800-422-4661 to provide your email address so we
may enter it in your Prole. After this update, you
will be able to access your account online. (NOTE: If
you have no email address, we suggest one of many
email hosting services that are free, including Gmail,
Hotmail, Yahoo, etc.)
Prole Settings
To access your prole settings, click on Prole from
the Participant Manager page.
To change your username (not required), click
Change Username in your Prole, enter your new
username, and click Save. Usernames must be at
least 10 characters and unique to our system. To
avoid possible username duplication, you may use
your email address for your new username. (If you
do not change your username, it will remain as your
12-digit TASC ID.)
To change your password, choose from two options:
(a) Click Change Password in your Prole page,
enter a new password, and click Save. (b) Before
login to MyTASC, click Forgot Password. In the next
screen, enter your username and email address,
to which we will send an email. (If you do not
receive the message within a few minutes, it may
have been blocked as spam by your email provider;
please check your spam or junk folder to retrieve
the message. To ensure that you receive important
notications, please add donotreply@tasconline.com
and tasconline.com to your list of trusted contacts or
approved senders.) Select the link in the email and
enter your new password.
Passwords must be a minimum of eight characters
and must contain at least one upper case letter, two
lower case letters, and one number. Passwords will
expire periodically.
Email and Text Notication services are available in
MyTASC. From your Prole page, sign up to receive
notications concerning your account balances,
reimbursement requests, and payments. Only
benets-related emails specic to your account are
emailed; no SPAM or other notications are sent.
1. From your Prole page, validate your email
address and enter your mobile phone
number. (A valid email address must be
entered to receive text messages.)
2. Under Notications, select the text and/or
email notications you wish to receive
(check sent, direct deposit sent, MyCash
deposit sent, Request for Reimbursement
SMITH, JOHN
SMITH, JOHN
0000-0000-0000
0000-0000-0000
Active
Active
0000-0000-0000
0000-0000-0000
0000-0000-0000
Participant Prole - 0000-0000-0000 - JOHN SMITH
www.tasconline.com
FlexSystem Participant Reference Guide 3
(RFR) Denied, RFR Received, Veriex
Received).
3. A text message with a verication number
will be sent to your mobile phone.
4. Enter the verication number in your Prole
under Notications and select Save. The
verication process must be completed to
authenticate your settings.
Account Summary
Online: To view your current benets and available
funds through your MyTASC online account, click on
the Account Management link from the Participant
Manager page.
A separate table for each benet provides these
details for you: your available funds, annual election,
total contributions, total
reimbursements, period
of eligibility, the last date
reimbursement requests
can be submitted
(Runout Period End
Date), Grace Period End
Date (if applicable),
and—coming soon—
Carryover Maximum
(if applicable).
Select the Contributions
tab to view individual
contributions for your
benets elections. To sort
by one or all benets,
use the Filter by Benet
drop down, and select
one payroll with Filter
by Payroll Date. The Posted column indicates if
contributions have been applied with a Yes or No.
MyTASC Mobile: For the ultimate convenience,
you can access your account information from
anywhere, at any time with the MyTASC Mobile app.
And by using your phone or mobile device camera,
you can submit Requests for Reimbursement along
with any substantiation documents directly to
FlexSystem. To download the MyTASC Mobile App,
visit Amazon, Apple App Store, or Android Market
and search for TASC.
MyTASC Mobile runs on most Android-based
phones and tablets, the Apple iPhone, iPad, and iPod
Touch, and the Amazon Kindle. MyTASC Mobile
provides ngertip access to the same features
available through your online account.
TXT Messaging: Account balance information may
be retrieved via text message also. Once you’ve
entered your mobile number in your account prole,
simply send a text to 41411 with the message TASC
BAL. Almost immediately, you will receive a text
back with your current balance. Note: You must
enter your mobile phone number in your Prole (see
Email and Text Notication) to use this feature.
Eligible Expenses
For a list of eligible expenses: go to www.tasconline.
com, click Resources in the top menu bar, then select
Eligible Expenses from the dropdown. Click the link
for FlexSystem Guide to Deductible Expenses.
The TASC Card
Your employer may have elected the TASC Card
feature for your Plan. If so, the TASC Card request
is implemented as soon as your enrollment is
approved. The card is generated in your name and
mailed directly to your home address, along with the
Cardholder Agreement.
Log in to MyTASC (www.tasconline.com) and click
TASC Card Management to view your card details,
request a card for a dependent, reissue a card,
request a PIN, and view allowed benets.
Your TASC Card is good for four years. So hang on
to it! Even if you deplete this year’s benets funds,
you’ll be able to use the TASC Card again next year
when you re-enroll in your Plan.
Participants must notify FlexSystem immediately to
report a lost or stolen TASC Card. To do so, (a) log in
to MyTASC (www.tasconline.com), click TASC Card
Management, Reissue Card, and select Lost/Stolen
as the reason for reissue; or (b) submit an online
Manage your
account any
time from
anywhere with
MyTASC Mobile.
FlexSystem Participant Reference Guide4
MyService Request (from MyTASC, click Contact Us);
or (c) call Customer Care at 608-241-1900 or toll-free
800-422-4661. A new card will arrive within 7-15 days
and a $10 reissue fee will be withdrawn automati-
cally from your FlexSystem account (pre-tax).
MyBenefits
The TASC Card works like a typical
debit card, but is used as a credit
card for eligible medical, dependent
daycare, or transit and parking
expenses, based on the funds
available in your benets account. Rather than
paying out-of-pocket and waiting to be reimbursed,
the TASC Card allows you to pay for eligible
expenses when the service is provided (or when
an eligible product is purchased). Card purchases
are limited to the Plan types elected, and also to
merchants with an inventory information approval
system (IIAS) in place to identify FSA-eligible
purchases. All TASC Card transactions and services
must occur within the Plan Year.
When using your TASC Card, the amount of the
expense is automatically deducted from your
Plan’s balance and paid directly to the authorized
provider. Please remember to save your receipts
as you must retain records and documents that
support and validate your TASC Card transactions.
In some cases, you may be required to submit
receipts and/or any other related documentation.
If you pay for an eligible expense without the TASC
Card, simply submit a request for reimbursement
via the MyTASC Mobile App or the online Request
for Reimbursement Wizard in MyTASC; or mail or
fax your Request for Reimbursement Form to TASC.
Reimbursements are deposited in your MyCash
account.
MyCash
The TASC Card is a convenient way to
access your MyCash reimbursement
funds—simply swipe your card at a merchant or
ATM. MyCash funds can be spent any way and any-
where major credit cards are accepted; purchases
are not limited to a merchant or by type of expense.
(Currently MyCash purchases may not be made at
CVS Pharmacy, ShopKo, or Walmart.) Visit your My-
Cash Manager (Card Management) within MyTASC
(www.tasconline.com) to request a PIN
for ATM use.
MyWay
With access to two accounts, the
TASC Card is more versatile than ever.
Use the TASC Card your way! Avoid embarrassing
declines; MyCash funds can be used to pay for
eligible expenses if no funds are available in your
MyBenets account. Purchase retail and healthcare
items together in one transaction—the TASC Card
is smart enough to know that eligible expenses are
paid from MyBenets and ineligible expenses are
withdrawn from MyCash. Transfer funds at any time
in any amount (up to the fund balance) from your
MyCash Manager. Plus, save money with MyCash;
when reimbursements accumulate in the MyCash
account, the “special stash” can be used for a
vacation or shopping spree.
Dependent TASC Card
Give your dependent the exibility of his/her
own TASC Card. The additional TASC Card offers
your spouse or dependent the same convenience
and advantages you enjoy! You will receive one
additional card for your spouse or dependent free
of charge. A $10 fee will apply for each subsequent
TASC Card generated. This fee will be deducted
from your FlexSystem account upon the creation
of the card(s).
To request a TASC Card for your spouse or
dependent, log in to your MyTASC account
(www.tasconline.com) and click TASC Card
Management, Issue Dependent Card, and follow
the prompts.
TASC Card with exclusive MyCash access
If your employer has not elected the TASC Card for
your benets Plan and you have not elected direct
deposit for your reimbursements, you will receive
a special TASC Card with exclusive MyCash access.
The card serves as a reimbursement card only. It has
no access to benets funds. Reimbursements for
eligible benets expenses will be deposited into your
MyCash account. You can access your MyCash funds
with the swipe of your TASC Card at any merchant
that accepts MasterCard, Maestro, or NYCE cards,
or at an ATM (with a PIN). Or you may visit your
MyCash Manager in MyTASC to set up a transfer.
FlexSystem Participant Reference Guide 5
Requests for Reimbursement
When paying for an eligible expense, simply swipe
your TASC Card at the point-of-purchase. The TASC
Card automatically pays for and substantiates
expenses, eliminating the need to submit
reimbursement requests.
On the rare occasion you pay for an expense without
your TASC Card, simply submit a Request for Reim-
bursement via the online MyTASC Mobile App or
Request for Reimbursement Wizard in MyTASC, or
fax or mail your personalized Request for
Reimbursement Form with substantiation to TASC.
You may request reimbursement any time a quali-
ed expense has been incurred. The service related
to the expense needs only to have taken place; it
need not be paid before requesting reimbursement.
Submit Requests for Reimbursements only for
eligible expenses (a) incurred during the applicable
Plan Year, (b) incurred by eligible Plan Participants,
(c) not reimbursed previously under this or any other
benets plan, and (d) not claimed as an income tax
deduction. It is your responsibility to comply with
these guidelines and to avoid submitting duplicate
or ineligible Requests for Reimbursement.
MyTASC Mobile App
The MyTASC Mobile app provides the simplest
and quickest method to request a reimbursement.
Simply enter the required information as prompted
and attach your receipt to the Request for
Reimbursement by taking a photo using your
mobile device camera.
Request for Reimbursement Wizard
It’s easy to submit reimbursement requests along
with substantiation online! Follow these steps:
1. Log in to your MyTASC account and click
Request for Reimbursement Wizard.
2. Enter all required information (Service Type,
Service Date, Service Description, Service
Provider, Amount Paid). Each expense incurred
must be submitted individually. Do not combine
several expenses into one total.
3. Upload receipts by attaching a scanned
document (jpg, png, tif, or pdf).
4. Review your request carefully to ensure its
accuracy, then click Submit.
5. View submitted requests at the bottom of the
online Request for Reimbursement page.
Mail or Fax
Download a personalized Request for Reimbursement
form from your Participant Manager in MyTASC,
complete, and submit with substantiation to TASC.
Claim ConneX
If your employer has elected Claim ConneX and
you are enrolled in Claim ConneX for your Medical
Out-of-Pocket FSA Plan, your medical insurance
provider automatically submits the unpaid portions
of your medical claims to TASC for processing. Those
claims will be reimbursed automatically to you from
your Medical Out-of-Pocket FSA Plan. No action is
required from you to receive reimbursement for
those claims.
If your employer’s FlexSystem Plan has elected
Reimbursement Ordering and you have a Medical
Out-of-Pocket Flex Plan and a DirectPay Plan,
requests submitted via the online Request for
Reimbursement Wizard or via your medical
insurance provider (Claim ConneX feature) will be
routed automatically to your Plan that reimburses
rst and next to your Plan that reimburses second.
Reimbursement Disbursements
Requests for Reimbursement are processed daily.
Once a request is reviewed and approved, a
reimbursement is issued to your MyCash account.
For dependent care and non-employer sponsored
insurance premium reimbursements, the benets
account must contain sufcient funds for reim-
bursement. If funds are insufcient in the account,
reimbursement will be limited to that particular
account’s balance. The outstanding balance of the
request will remain as Pending until additional
deposits are received, at which time an additional
reimbursement will be initiated. Medical Out-of-
Pocket expenses will be reimbursed up to your total
Plan Year election less prior reimbursements.
FlexSystem Participant Reference Guide6
MyCash
All reimbursements are deposited in your MyCash
account. You can access your MyCash funds in three
ways: (1) swipe your TASC Card at any merchant that
accepts MasterCard, (2) withdraw at an ATM using
your TASC Card, or (3) transfer to a personal bank
account. Click MyCash Manager in MyTASC to view
and manage your MyCash funds.
*Paper reimbursement checks are issued on a limited basis
and only upon request. A convenience fee may be applied
per check.
Direct Deposit
To establish direct deposit of your MyCash funds to
a personal bank account, visit MyCash Manager (in
MyTASC) and click Schedule a Transfer. Enter your
Bank Account information, then set up an Auto-
matic Transfer to occur every time funds enter your
MyCash account. With Automatic Transfer (direct
deposit), funds are forwarded from your MyCash
account to your bank within 48 to 72 hours of a
complete submission. Remember to verify receipt
of deposits before writing checks against expected
payments. TASC is not responsible for any bank fees
associated with overdraft charges.
Managing Your Requests
To view your submitted Requests for
Reimbursements and payments, click Account
Management from the Participant Manager,
then Reimbursements. Payments are in the
Reimbursement Disbursements section and show
the date payment was initiated, the amount, and
how payment was made.
Submitted Requests for Reimbursement are shown
in the Submitted RFRs section. Use the Filter by
Benet drop down box to view requests for one
specic benet or to see all requests. This summary
table shows the Submitted Date, Request ID,
Requested Amount, Benet type, Veriex Status,
Paid Status, and how the request was received. You
may also sort within each column by clicking on the
column title. From this screen, click Upload Receipt
next to a Submitted RFR to submit
additional substantiation.
Click the Details link in the Request ID column to
view additional information about the individual
request, including: Date of Service, Service Type,
Service Description, and Provider Name.
You can also obtain this information from your
mobile device using the MyTASC Mobile App.
MyCash Manager
It’s easy to manage your MyCash reimbursement
funds from the MyCash Manager within MyTASC.
From MyCash Manager, you can view recent MyCash
activity and card information, save bank account
information, and transfer funds to a personal bank
account. You can view MyCash activity and balance
via MyTASC Mobile, too.
Change of Elections
You may change your election during the Plan Year
under certain circumstances only and only within
30 days of the qualifying event. For example, if you
get married or divorced, have a child, or experience
a change in work status, you may be able to make
a change of elections. (See your employer for a
complete list of circumstances and the appropriate
form to use.)
Plan Year End and Carryover
Typically there is a transitional period at the end of
your Plan Year during which time you may be able
to incur and/or submit expenses. Check with your
employer for complete details pertinent to your
Plan. The Plan Year is ofcially closed following a
transitional period at the end of the Plan Year, or
sooner if directed by your employer. At the end of
the Plan Year, you may carry over a portion of your
unused balance in your medical FSA from year
to year. The maximum carryover allowed is $500;
your employer may choose a lessor amount or no
carryover. Any unused medical FSA funds (exceeding
your employer’s carryover maximum) are forfeited to
your employer.
Near the end of the Plan Year, you will have the
opportunity to re-enroll in your FlexSystem Plan.
Please check with your employer on your specic
re-enrollment procedure.
