Tax Advantage Accounts
Limited Purpose Health Flexible Spending Account
Filing a Claim for Reimbursement
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Online Banking: Claims can be filed online at the PayFlex website for services not paid for with the debit card. Claims should be filed using the "File a Claim" link on your account page.
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Debit Card: If claims are paid for with the PayFlex debit card, you will need to save the receipt and provide a copy to substantiate the claim if requested.
Deadline for Filing a Claim for Reimbursement
- Year end: You have until March 31st to file claims for expenses incurred during the prior plan year. Any money left in the account after March 31 will be forfeited.
- Mid-year termination of participation: If you retire, leave the organization or cancel your FSA account mid-ear, you have 90 days to submit your claims to PayFlex for reimbursement. Any money left in the account will be forfeited.
Amount Available for Reimbursement
Your total annual Limited Purpose Health FSA contributions are available to be reimbursed at any time during the year. For example, if your claims exceed the balance in your Limited Purpose Health FSA, you will be reimbursed up to the total amount you have elected to deposit for the year, regardless of the amount you have contributed at the time you submit your claim. Save your receipts. You may have to show the IRS the expense was qualified.