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!
Welcome to our video library! Whether you're looking to make the most of your Spending Account or get a clearer understanding of how your COBRA plan works, we've got you covered. Our collection of easy-to-follow videos is packed with helpful tips and expert insights to make navigating your benefits as easy as possible. These tutorials are designed to walk you through everything you need to know—whether it’s optimizing your spending or just understanding the ins and outs of your plan. So sit back, relax, and let us guide you through the process, one video at a time! And remember, if you need anything else, we’re always here to help
Looking for a quick way to check what's eligible for your FSA, Limited Purpose FSA or HSA? We've got you covered with a handy, alphabetized eligibility list sponsored by Health-E Commerce. This resource lets you easily search through a comprehensive list of eligible items to make sure you're getting the most out of your benefits. But that’s not all! You’ll also have access to a Learning Center full of helpful savings calculators, eye-opening lists of surprisingly eligible items, and—if you're ready to make a purchase—you can seamlessly use your Benefits Card to shop directly. We love their site as well and encourage you to poke around.
Lifestyle Spending Account (LSA) Eligibility List We're working on a custom eligibility list that will include examples of popular items that are commonly purchased by consumers who have access to an LSA based on pre-designed categories offered by Igoe. More to come soon!
While not a comprehensive list, you can use this resource to get an idea of what may be eligible for reimbursement as part of your Dependent Care Assistance Plan. TIP: You may also want to reference IRS Publication 502.
Some questions are easier to answer with a visual guide! These step-by-step tutorials are here to walk you through parts of your service experience that might not be as intuitive as we'd like—usually because we’re taking extra steps to keep things secure. Let these guides be your go-to for a smoother experience!
Ready to take control of your healthcare expenses and grow your savings? This guide is packed with tips to help you make the most of your HSA (Health Savings Account)! Learn how to use your HSA to cover today’s medical costs, save for the future, and even explore investment options to grow your funds. We’ll walk you through how to use your account effectively and how to make smart investment choices to build your healthcare nest egg. Let’s dive in!
Each year, plan details and mileage rates may change. To keep you informed, we’ve gathered the latest updates on what’s new for this year. While these updates are generally released annually in late October, the maximum election limit is governed by your employer's plan design and can only be changed at benefit renewal.
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)
If you’re wondering how something is done, you’re in the right place! Our How-To-Guides provide a quick step-by-step overview of, well, how-to, take advantage of some of the most useful account features. If you are looking for more educational resources about how these benefits work, scoot on over to the Video Library.
How to Register - Participant Portal
Need help registering your account on the Igoe Participant Portal? This guide may be just what you need to walk you through the process.
How to Register - Igoe Mobile
Need help registering your account on Igoe Mobile? This guide may be just what you need to walk you through the process.
Need Help Setting Up Direct Deposit?
Direct Deposit is the fastest and most secure way to get reimbursed, but thanks to increased fraud activity in our world, getting it set up is a multi-step process. Use this How- To Guide to help you get through it.
How to Add an Expense (Adding a Claim) - Participant Portal
Weren’t able to use your Benefits Card (or maybe you wanted to earn those extra airline miles)? Use this How-To Guide to walk you through getting reimbursed using the “Add an Expense” feature in the Igoe Participant Portal.
Do you Need to Repay the Plan?
If you used your Benefits Card incorrectly or can’t find the required receipt, don’t worry. You can pay yourself (and the plan) back so you can use your account for another eligible expense and still get that awesome tax savings. Use this How-To Guide to walk through the repayment process using your Igoe Participant Portal account.
How to Report a Benefits Card Lost/Stolen and Order a New One
Can’t find your Benefits Card? Use the attached guide to report the card lost/stolen and request a new card.
COBRA/Direct Premium Billing - Setting Up a Recurring Payment
Want to make sure you never miss a payment for your COBRA or Direct Premium Billing Account? Use this How-To Guide to walk you through the set up process so you can rest easy knowing that your payments will be made on time (without any extra fees).
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!
