How to File for Benefits
All participants will receive a claims kit. Additional
forms are available from WageWorks or the HRIC.
For the Health Care Reimbursement Account, you
must submit an itemized bill with your claim as
well as an Explanation of Benefits (EOB) if the
service was covered under an insurance plan and
you are claiming the unreimbursed portion of the
health/dental expenses through your Health Care
Reimbursement Account. A cancelled check is
not allowable under federal law as proof of the
expense. Claims are processed weekly. It is important to file your claim for
reimbursement as soon as possible. If you hold your claim until the end of the
year, reimbursement may be delayed due to heavy year-end claims activity. The
cutoff date for submitting eligible expenses is every Monday. Checks are mailed the
next business day (Tuesday). If you have authorized electronic direct deposit, your deposit
should appear in your account by Thursday. WageWorks will process your
claim and send your reimbursement for eligible expenses and an EOB to your home
address on file.
When you submit a Dependent Care
Reimbursement Account claim, you must report
the name, address, and Social Security number
or taxpayer identification number of each
dependent care provider (not required if
dependent care provider is a non-profit or
religious organization). If you pay for medical,
dental, or dependent care expenses in advance,
you will be reimbursed once the service is actually
performed or received. Grace Period
You have a grace period — ending on April 15
— to submit paperwork for expenses incurred
during the previous calendar year. For example,
if you incurred eligible expenses one year,
you would have until April 15 of the following
year to submit your claim. After April 15,
you forfeit any money that was contributed
the previous year and was left in your
reimbursement accounts. Although you have
until April 15 to submit your claims, only
expenses from the previous calendar year —
Jan. 1 through Dec. 31 — are eligible for
reimbursement. As an additional reminder, you
must be a participant in the plan during the
time period when the expenses are incurred in
order to claim them for reimbursement.
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