Fillable Spending Account Claim Form printable pdf download

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Spending Account Claim Form

INSTRUCTIONS:

Please read carefully and be sure your claim is completed in its entirety to ensure there is no delay in processing.

Please do not use a highlighter on claim form, receipts, or any documents included as backup as this may cause a delay in processing

your claim.

Complete all applicable sections, sign and date. Services must be incurred in order to be reimbursed.

Attach all required documentation (New in 2011: For an OTC medicine, please include a copy of your medical provider’s

prescription or a pharmacy receipt showing the prescription #).

Mail, fax or email the completed claim form (scanned with signature if necessary) to Ameriflex.

Please allow 2-3 business days for claims processing from the date the claim is received.

Direct Deposit: 3-5 business days from the date the claim is processed.

Check Delivery: 7-10 business days from the date the claim is processed.

FSA/HRA Expenses | Acceptable forms of documentation include:

Explanation of Benefits (EOB): Your insurance carrier sends you an EOB each time a claim is filed. An EOB indicates your

personal obligation via co-insurance or a deductible.

Receipts: Include name of person treated; date expense was incurred; type of service; provider name; and amount of expense.

(IRS does not allow credit card receipts)

If you participate in both an FSA and an HRA, funds will be deducted from each account based on your employer’s plan design. If

you are responsible for all or a portion of the insurance deductible before employer HRA funds can be made available, you must

submit an HRA Activation Form with an EOB to Ameriflex once your portion is met as proof of the deductible status. Once approved,

the employer funded HRA will be activated.

Orthodontia Expenses:

Your plan may reimburse advanced expenses for orthodontia made through a payment plan. Please contact your employer to see if

these "up-front" orthodontia expenses apply. Orthodontia expenses require that both of the following be submitted with the initial

claim: (1) proof of payment (e.g. provider bill indicating payments or credit card receipt); (2) a copy of the signed orthodontia

contract (must be signed by both the provider and member), including amount, down payment, monthly fees and estimated length

of treatment.

Dependent Day Care Expenses (Reimbursed only after service is provided) - Acceptable forms of documentation include:

Receipts including the name of the person for whom the service was provided, date expense was incurred, type of service, name of

provider, amount charged and the provider’s tax ID number/SSN. If you are using a private provider (i.e. babysitter) the receipt must

also include their full name, signature, address and SSN (IRS does not allow credit card receipts or statements as eligible proof of

expense). If you have recurring dependent day care expenses, you can get recurring reimbursement without having to file a claim

after each date of service. To set up a recurring claim, you must provide the date range of services that will be provided and a

note/statement from your provider outlining the schedule of expenses for the entire period of the recurring claim. Your first expense

must be substantiated after the service has been provided before you can set up a recurring claim.

Commuter/Transportation Expenses:

The IRS does not permit reimbursement for expenses older than 180 days from the date incurred.

To avoid delays in reimbursement, please sign and date this claim form and provide notice of any name or address change to Ameriflex.

I authorize my account(s) to be reduced by the amount requested. To the best of my knowledge and belief, the statements on this

form are complete and true. I am claiming reimbursement only for eligible expenses incurred by eligible plan participants during the

applicable plan year. I certify that these expenses have not previously been reimbursed by this or any other benefit plan, will not be

reimbursed from any other source and will not be claimed as an income tax deduction. I also understand that I may be asked to

provide further details (i.e. a letter of medical necessity from a medical practitioner certifying that the expense is to treat or cure a

medical condition or a more detailed certification from me). I understand that if my claim is for expenses incurred during a Grace

Period:

the expenses will be reimbursed first from available amounts remaining at the end of the preceding Plan Year and then

(1)

during the Current Plan Year;

claims are paid in the order in which they are approved; and

once paid, a claim will not be

(2)

(3)

reprocessed or otherwise re-characterized so as to change the Plan Year from which funds are taken to pay it.

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Spending Account Claim Form

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