Handbook & Forms - Mariner Wealth Advisors Employee Benefits

Handbook & Forms

Handbook & Policy Forms

2023 MWA Associate Handbook

Disability Accommodation Request

Education Assistance Request

Harassment Complaint Form

Leave of Absence Request

Religious Accommodation Request

Site Documents

401k

Schwab New Participant Enrollment

Opening & Reporting a PCRA

PCRA Pricing Sheet

Roth Deferral FAQ

Deferral Options Information and FAQ 2019

In-Plan Roth Rollover Information

My Retirement Readiness Scoring

401(k) Rollover

401k Annual Notices and Disclosures

Accident & Critical Illness

Accident Summary

Accident Certificate (HSA)

Accident Certificate (Non-HSA)

Critical Illness Summary

Critical Illness Certificate

Filing an Accident or Critical Illness Claim

Accident Claim Form

Accident Portability Application

Critical Illness Claim Form

Critical Illness Portability Application

Critical Illness Wellness Benefit Claim Form

Dental

Dental Insurance

Using Delta Dental

Delta Dental Member Perks

Dental Claims Form

Discounts

Cigna Healthy Rewards Discount Program

Liberty Mutual Home & Auto Discount Program

Hearing Wellness Discount

Active and Fit Web Navigation

Active and Fit FAQ

Employee Assistance Program

Employee Assistance Program

Child Care and Parenting

Financial Service

Legal and Identity Theft

Coping with Traumatic Events – School Violence Presentation

Tips for Managers in Times of Traumatic Stress Presentation

Family Life Juggling Act Presentation

Fitness Essentials Presentation

Keeping Up with the iKids Presentation

Managing Workplace Stress Presentation

Spread Too Thin: The Sandwich Generation Presentation

Flexible Spending Accounts

Managing Your FSA Account

Commuter Benefits FSA

FSA Open Enrollment Dos and Don’ts

Using the FSA Mobile App

Using Your FSA Debit Card

Logging in to Your FSA

How to File a Claim

FSA & HSA Eligible Expenses

Medical and Dependent FSA Claim Form

FSA Authorized Representative Form

FSA Medical Necessity Form

Health Savings Accounts

Health Savings Account

Investing Your HSA

HSA Investment Options

HSA Website Guide

FSA & HSA Eligible Expenses

HSAs and Medicare FAQ

HSAs for Retirement

Tax Advantages of an HSA

HSA Direct Transfer Request Form

HSA Rollover Transfer Request Form

HSA Excess Removal Request Form

HSA IRA Rollover Request Form

HSA Distribution Reversal Request Form

Identity Theft Protection

IDShield Summary

IDShield Account Activation

Learning

My Learning Brochure

My Learning Fact Sheet

My Learning Seminars

When Should You Take Social Security

Is Your Budget Out To Lunch

Life and AD&D

Voluntary Life Summary

Group Life Summary

Filing a Life or AD&D Claim

Voluntary Life Portability Application

Group Life Conversion Application

Group AD&D Conversion Application

Short Term and Long Term Disability

Short Term Disability Summary

Long Term Disability Summary

Filing a Disability Claim

Telemedicine

Your Introduction to Telemedicine

Prescription Savings with Telemed

Video and Mobile App

Vision