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  • Monthly Dependent Care Claim Form

Get Monthly Dependent Care Claim Form

FAX: 585-389-7003 FOR OFFICE USE ONLY Submit or view claims ONLINE: https://benefits.paychex.com Docket # Paychex Employee Services: 877-244-1771, automated system available 24/7, Representatives.

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How to fill out the Monthly Dependent Care Claim Form online

Filling out the Monthly Dependent Care Claim Form online can be a straightforward process if you follow the correct steps. This guide aims to provide clear instructions for each section of the form, ensuring you submit your claim accurately and efficiently.

Follow the steps to complete your claim form online:

  1. Click the ‘Get Form’ button to access the claim form and open it in your preferred online editor.
  2. Begin by entering your employee information in the designated fields. This includes your name, company name, the last four digits of your Social Security number, your telephone number, and your email address.
  3. In the below section, complete the table with the names of the service recipients, their ages, the date of service (both start and end), the service provider’s name, and the total cost of the service.
  4. Ensure all itemized bills and receipts from your dependent care provider are included. These documents must contain the required information: service dates, provider's name, recipient's name, recipient's age (if under 13), and the service cost.
  5. If you opt not to provide an itemized receipt, have your dependent care provider fill out the Certification From Provider section to validate the services provided.
  6. Sign and date your claim form in the designated areas to confirm the accuracy of your submission.
  7. Lastly, save changes to your form, then choose to download and print it. You may also share it or send it via fax to the provided number or mail it to the address indicated.

Complete your claims online today for a seamless reimbursement experience.

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An employer must still follow the "use it or lose it" rule for dependent care FSA funds. A dependent care FSA plan allows for a reasonable time for employees to submit claims after the plan year-end, but all dependent care expenses must be incurred by plan year-end.

Your employer manages your FSA, but the IRS sets the rules. ... You put money into the Dependent Care FSA account pre-tax to pay for things like child care. If you don't use it by a certain date, you lose it.

Check account balances. Submit claims and view claims status. Look up eligible expenses. Select your reimbursement methods (by check or direct deposit) Choose to receive account alerts by email or text.

Check account balances. Submit claims and view claims status. Look up eligible expenses. Select your reimbursement methods (by check or direct deposit) Choose to receive account alerts by email or text.

Box 10 on your W-2 form should indicate the total annual amount of your Dependent Care FSA deductions. When completing your tax return, you will need to attach a Child and Dependent Care Expenses form (Form 2441 for a 1040 return; Schedule A for a 1040A return). You should contact a tax preparer for more details.

To be considered qualified, dependents must meet the following criteria: Children under the age of 13. A spouse who is physically or mentally unable to care for him/herself. Any adult you can claim as a dependent on your tax return that is physically or mentally unable to care for him/herself.

(Most FSA plans are operated on a calendar-year basis.) A health care FSA plan can allow employees to carry over up to $500 of unused balances from one year to the next. ... Dependent-care FSAs cannot allow the carryover privilege, but they can allow the grace period.

An employer must still follow the "use it or lose it" rule for dependent care FSA funds. A dependent care FSA plan allows for a reasonable time for employees to submit claims after the plan year-end, but all dependent care expenses must be incurred by plan year-end.

What happens if there is unspent money in a dependent-care account at the end of the year? Leftover funds are usually forfeited by the worker to the employer, who can use them to pay for the program's administration.

Box 10 on your W-2 form should indicate the total annual amount of your Dependent Care FSA deductions. When completing your tax return, you will need to attach a Child and Dependent Care Expenses form (Form 2441 for a 1040 return; Schedule A for a 1040A return). You should contact a tax preparer for more details.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Help Portal
Legal Resources
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232