Getting Reimbursed from Your FSA

After you sign up for either or both FSAs, an equal amount of money from the contribution you designate will be put into your chosen FSA each pay period.

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Submitting Claims to Your Health Care FSA

You’ll receive a Spending Account Card, a secure VISA®-branded, pre-paid card from WageWorks (formerly ADP) with your annual election amount loaded onto the card. Follow the instructions to sign and activate your card.

Use your Spending Account Card to pay for:

  • Copays on the day of service at a doctor’s office, walk-in clinic, urgent care, emergency room, and other providers that require a copay
  • Prescription medication
  • Eyeglasses or contact lenses

Sometimes you won’t be able to use your card for expenses and services such as deductibles on some medical services and dental services. You can submit those claims by online submission or via a paper claims form.

  • Go to WageWorks and register
  • Submit the online claim for reimbursement. You will need to enter your claim information and upload scanned images of your itemized statements to document your claim expenses, or,
  • You can download the claims form, fill it out, and attach the itemized statements. Once completed, you can fax it to WageWorks at 1-866-643-2219 or mail the claim and documentation to WageWorks. Keep your originals for reference and send copies of your itemized receipts.

If WageWorks has any questions about your claim, they will contact you by email or U.S. mail.

 

Submitting Claims to Your Dependent Daycare FSA

Use one of these options to submit claims for eligible daycare expenses to WageWorks once you have set up an account.

  • Submit an online claim: enter the claim information for your daycare expenses and upload scanned images of your itemized statements that have matching dates of service, name of the dependent, place of daycare, and the Provider Tax ID or SSN of the person providing services, or
  • Have your daycare provider complete the form: download a claims form and have your provider complete the form with your daycare expenses and his or her Provider Tax ID or SSN. The person providing the service must sign and date it to verify that daycare expenses were incurred. Then you sign it and fax it to WageWorks at 1-866-643-2219 or mail the signed claims form to WageWorks, or
  • You complete the form: download and complete the claims form by filling in the dates of service for your incurred daycare expenses, name of the dependent, place of daycare, and the Provider Tax ID or SSN of the person providing services. Then you sign it and fax the form and itemized statement to WageWorks at 1-866-643-2219 or mail the claims form and itemized statement to WageWorks.

If WageWorks has any questions about your claim, they will contact you by email or U.S. mail.

Deadlines to Incur Expenses and Submit Claims

You can file claims for expenses incurred from your effective date of coverage in 2017 through March 15, 2018. All of your claims must be submitted by March 31, 2018.

Watch the dates to avoid losing your money. According to the IRS, if you do not use all of the money for expenses incurred between the date your coverage is effective and the grace period on March 15 of the following year, you lose the unused portion (the use-it-or-lose-it rule).

FSA Administrator: WageWorks (Formerly Known as ADP)

After you enroll in an FSA, register for an online account with WageWorks. You can check your balance, claim status, and payments, and sign up to have your reimbursement payments (for non-card purchases) deposited directly into your bank account. If you have questions or want a separate spending account card for a dependent, call WageWorks Customer Service at 1-866-697-6077.