BASE® Field Tools

BASE® would like to arm you with the tools to understand and promote the BASE® Products. Below you will find various downloads available for your use, which include training materials, sales tools, documentation and calculators.

Some of the downloads are available in Adobe Portable Document Format (PDF). If you do not currently have the reader installed on your computer, you will need to download the FREE Adobe Acrobat Reader to view them.

BASE® Field Tools

BASE® HRA Tax Calculator

Don't take our word for it, do the math yourself! The tax calculator paints a picture of the savings you can potentially bring to your client. This valuable tool gives you a quick glimpse of how much your client could save by enrolling in our program, provided they qualify.
(45 KB)

BASE® 125 Cafeteria Tax Calculator

Clients can get an estimate of employee savings that can be gained utilizing the BASE® 125 Cafeteria Plan.
(17 KB)

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BASE® Mobile Tax Calculator & Referral Tool

This mobile web tool will provide you with the opportunity to calculate a client’s tax savings for both the BASE® HRA and BASE® 125 Cafeteria Plan products. Plus, it will allow you to refer clients directly from your mobile device.

Simply enter the following link in your web browser on your mobile device:

BASE Mobile Tax Calculator & Referral Tool.jpg
Client Request Form

While we have a mobile tool to allow you to submit client referrals, BASE® also has a paper form that you can utilize to deliver client information to BASE®.
(33 KB)

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