Documents & Forms

Brokers Documents & Forms

Lifestyle Spending Accounts (LSA)

Download: MK-057-DS-csONE-LifestyleSpendingAccount-WEX

Limited Purpose FSA

Download: csONE Limited Purpose FSA

QTA with Debit Cards

Download: csONE - QTA Debit Cards

Product Portfolio

Download: csONE Portfolio-rev2024-v5g

HRA Census Template

Download: HRA Census template

Products and Services

Request for Proposal Flex Products

Download: csONE_flex_rfp

Census Template

Download: csONE_census_template

Need a Census Template? We Require Employer Census information including Name, Sex, DOB, Salary, Hrs. Worked, Pay Periods, Salary Mode, Occupation and in some cases Participation type. If you do not already have a completed census with this information, please download and complete our excel census template. Remember to send it in a secure email to our marketing department with your RFP. Email: marketingadmin@csONE.com Fax: 1 603 224-4256

Request for Proposal Form

Download: RFP Checklist-2024

Employer Documents & Forms

COBRA Request For Proposal

Download: csONE_COBRA_rfp-2025

Bancorp Debit Card ACH Authorization

Download: Bancorp - Debit Card ACH Authorization - Employer

HRA Census Template

Download: HRA Census template

This is an Excel template for employers to submit their HRA census information to csONE Benefit Solutions. The completed census should be submitted to flexiblebenefits@csONE.com via secured email prior to initial setup and renewal. Contact the Flex Department if you do not have a secure email login.