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  • Cbiz Flex Claim Form

Get Cbiz Flex Claim Form

Claim Form Flexible Spending Account Use this form to submit for reimbursement of eligible medical, dental, vision, and dependent care expenses. Employer/Company Name Employee Last Name Street Address.

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How to fill out the Cbiz Flex Claim Form online

Filling out the Cbiz Flex Claim Form online can streamline your claims process, ensuring that you submit all necessary information accurately. This guide provides detailed, step-by-step instructions to help you through each section of the form.

Follow the steps to successfully complete your form online.

  1. Click ‘Get Form’ button to obtain the form and access it using your preferred document editor.
  2. Begin by entering your personal information in the designated sections. This typically includes your name, address, and contact details. Ensure that all information is accurate and up to date.
  3. Proceed to the section for claim details. Here, you will need to specify the type of expenses for which you are making a claim, including the date and amount of each expense.
  4. Attach any required documentation that supports your claim. This may include receipts or invoices. Make sure that these documents are clear and legible.
  5. Review all fields for accuracy before finalizing the form. Check that you have completed each necessary section and that your supporting documents are attached.
  6. Once you are satisfied with the completed form, save your changes. You can also choose to download, print, or share the form directly from your editor.

Start completing your Cbiz Flex Claim Form online today for a smooth claims process.

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The CBIZ Debit Card is only accepted at qualified locations where Visa debit cards are accepted. Qualified locations may include hospitals, doctor's offices, pharmacies, online drug stores, and day care centers. Card swipes are processed as credit card transactions.

Log in to the consumer portal at myplans.cbiz.com and select File a Claim under the Accounts link. Download the Mobile App through the AppStore or Google Play and search for “My Plans by CBIZ.”

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