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Welcome

At Surency, we provide you with easy to use and easy to understand tools and information. Learn more about your plan options below. 

Member Account

FSA

The Flexible Spending Account (FSA) plan is one of the most common CDH plans. With an FSA, you and/or your employer make pre-tax contributions to an account, and the funds can be used for qualified medical expenses, such as prescriptions and vision check-ups.

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Limited Purpose FSA

When you have an HSA, you can experience even greater tax savings by establishing a Limited Purpose Flexible Spending Account (LP FSA). With an LP FSA, you have access to the entire elected amount on the first day of your plan year to pay for dental and vision care expenses.

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HSA

In order to participate in a Health Savings Account (HSA), you must be covered under a high deductible health plan (HDHP). Once enrolled, anyone can contribute to your account. The funds in the account can be used for medical expenses and, when used in coordination with your HDHP, to help cover the high deductible. HSAs are unique because the account belongs to you. HSAs also offer investment and beneficiary options.

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HSA Calculator

Calculate the savings you could take advantage of with an HSA.

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FSA Calculator

Estimate you election amount and calculate your savings with an LP FSA by using the Dental and Vision tabs on this FSA calculator.

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Quicklinks

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Accessing Your Funds

Use your Surency Benefits Card on eligible health care products and services.

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Mobile App

Check account balances, file claims and more with the Surency mobile app.

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Eligible Expense List

View commonly bought eligible medical expenses.

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Election Worksheet

Use this PDF to estimate your health care costs.

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Member Account

Learn more about accessing your Surency account by downloading this PDF.

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Surency Mobile App

Want to check your account balances and submit receipts anywhere, anytime? We have an app for that!

Access the information you need:

  • Check Flexible Spending Account (FSA) and Health Savings Account (HSA) account balances
  • View account activity
  • Access FSA Store to buy eligible expenses
  • Use the Eligible Expense Scanner to see if what you're about to purchase is an eligible expense
     

Take action:

  • Submit claims for FSAs and HSAs accounts
  • Snap a photo of receipts within the app to submit with new or existing claims
  • Add banking information 
  • Request HSA distributions and make HSA contributions
  • Access account funds to pay yourself back or to pay your doctor
  • Report a Surency Flex Benefits Card as lost or stolen

To download the mobile app, search the Apple App Store or Google Play for Surency Flex or use the links below. 

Troubleshooting

  • If you exceed the maximum number of failed logins, your account will be locked for security purposes. Contact Surency at 866-818-8805 for assistance or click the “Forgot Password” link within the Member Account.
  • If you recieve a message about setting up additional security, log in to the Member Account and answer the five security questions. 

If you have issues using your Surency Flex mobile app, please contact
Surency’s Customer Service department at 866-818-8805.

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More Questions?

Visit our Frequently Asked Questions page for answers.

Frequently Asked Questions

Still Have Questions?

Fill out the form and a Surency team member will reach out to help you as soon as possible.

Surency Login

Choose your Surency account type below to log in and access your account. Reimbursement accounts include FSA, DC FSA, LP FSA, HSA, HRA, Commuter, LSA, QSEHRA, Adoption Assistance, Travel Benefits, Direct Billing and Premium Only Plans.

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