Resources

At Igoe, we believe great service is everything—and we’re passionate about helping with any questions or concerns you might have. But we also know that sometimes you’d rather explore and find answers on your own. That’s why we’ve created this collection of handy resources! Here, you’ll find a variety of tools to guide you through common questions and help you get the most out of your spending account, COBRA, or direct premium billing experience. Whether it’s a quick link to a specific section of our site, a how to guide, or a quick tutorial, these resources are designed to make navigating our services as easy as possible. And remember, if you ever need extra help, we’re here for you!

Eligibility Product List (FSA, Limited Purpose FSA, and HSA)

Lifestyle Spending Account (LSA) Eligibility List

Dependent Care Eligibility List

HSA Resources

Plan Limits and Mileage Rates

Video Tutorial Library

Video Tutorials

We’re thrilled to offer a wide selection of videos in both English and Spanish, so you can learn in the language that’s most comfortable for you! Whether you’re looking for expert tutorials or helpful tips, we’ve got something for everyone.

Check out some of our top tutorials below, and when you’re ready for more, just click “View All” to explore the full library.

Happy learning!

What is an FSA?

What is an FSA? (Spanish)

What Items are Eligible?

What is an HSA?

What is an HSA? (Spanish)

How-To Guides

If you’re wondering how something is done, you’re in the right place! Our How-To Guides provide step-by-step instructions for some of the most useful account features. Looking for more in-depth educational resources? Head over to the Video Library.

How to Register - Spending Account Participant Portal

Need help registering on the Igoe Spending Account Participant Portal? This step-by-step guide walks you through the process.

How to Register - Spending Account Mobile

Need help registering your Spending Account on Igoe Mobile? This step-by-step guide walks you through the process.

Need Help Setting Up Direct Deposit?

Direct deposit is the fastest and most secure reimbursement option. Setup requires a few verification steps — this guide walks you through each one.

How to Add an Expense (Adding a Claim) - Participant Portal

Paid out of pocket instead of using your Benefits Card? This guide walks you through submitting a reimbursement using the “Add an Expense” feature in the Igoe Participant Portal.

Do you Need to Repay the Plan?

Used your Benefits Card incorrectly or can’t locate a required receipt? No problem — you can repay the expense to make your account whole and keep your tax savings intact. This How-To Guide walks you through the repayment process in the Igoe Participant Portal.

How to Report a Benefits Card Lost/Stolen and Order a New One

Can’t find your Benefits Card? Use this How-To Guide to report your card lost or stolen and request a replacement.

COBRA/Direct Premium Billing - How to Register

Need help registering on the Igoe COBRA/Direct Premium Billing Participant Portal? This step-by-step guide walks you through the process.

COBRA/Direct Premium Billing - Setting Up a Recurring Payment

Want to stay on top of your COBRA or Direct Premium Billing payments? This How-To Guide walks you through setting up automatic payments so you never miss a due date.

Spending Account Plan Overviews & Features

Want to learn more about a specific spending account type or a specific plan feature? We’ve posted some of our favorite guides below. Many of these guides contain imbedded video tutorials (which you can also access from our nifty video library if you prefer). Happy browsing!