Get Adp Substantiation Flexible Spending Form
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How to fill out the ADP Substantiation Flexible Spending Form online
Completing the ADP Substantiation Flexible Spending Form online is essential for obtaining reimbursement for eligible expenses paid using your FlexDirect debit card. This guide will provide clear and supportive instructions tailored to your needs as you navigate through the process.
Follow the steps to successfully complete your form.
- Click ‘Get Form’ button to obtain the form and open it in the document editor.
- Fill in your personal information in the employee information section. Ensure to provide your name, employer name, address, email address, and daytime phone number. Use clear and legible handwriting, and fill out only the spaces provided.
- Complete the transaction information section. Here, indicate the type of Flexible Spending Account (FSA) or Commuter Benefit plan by using the corresponding codes: 'HC' for Health Care, 'DC' for Dependent Care, 'T' for Transit, or 'P' for Parking. Also, include the transaction number, merchant name, transaction date, and the amount spent.
- Affix your signature and date the form at the designated area. This step is crucial as it certifies that the expenses listed are eligible for reimbursement and have not been reimbursed through other plans.
- Attach necessary proof of expense documentation to the form. Acceptable proof may include bills, statements, or detailed receipts. Note that canceled checks are not considered valid evidence. If your expenses are healthcare-related, you might need to provide an Explanation of Benefits (EOB) from your medical plan.
- Once all sections are completed and documents are attached, you can save your changes, download a copy for your records, or print the form. Finally, submit your form along with the supporting documents via fax or mail as instructed on the form.
Start filling out your documents online to ensure a smooth reimbursement process.
To download your ADP statement, log into your ADP account and navigate to the statements section. From there, you should see options to view and download your financial statements, including FSA account details. Make sure to download the ADP Substantiation Flexible Spending Form if you need to submit expenses or claims. If you encounter any issues, ADP customer support is available to assist you.
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