Get Nge Forms Library Plansource - Next Generation Enrollment

Completing the NGE Forms Library PlanSource - Next Generation Enrollment online can ensure a smooth process for claiming your dependent care reimbursement. This guide will walk you through each section of the form, providing helpful tips and detailed instructions to facilitate your experience.

Follow the steps to successfully complete the online form.

1. Click the ‘Get Form’ button to access the reimbursement form and open it in a suitable editor for completion.
2. Fill in your personal details, including your name, company name, last four digits of your social security number, daytime phone number, email address, and home address. If any information is new, be sure to check the appropriate boxes.
3. In the statement section, ensure you certify that the information provided is true and complete. This is essential for the validity of your claim.
4. If you are providing receipts, ensure each receipt includes the total expenses, date of service, type of service, name of the service provider, and the corresponding amount. Canceled checks or credit card statements cannot be used as acceptable documentation.
5. If you are not providing receipts, obtain the required signature from your dependent care provider on the form and fill out all necessary fields for the claim to be processed.
6. After filling out all sections, double-check your information for accuracy. Ensure your signature and the date are included where indicated.
7. For the fastest processing, fax your completed and signed reimbursement form, along with any necessary documentation, to 877-767-8804. Alternatively, you can mail it to PlanSource at the address provided.
8. Remember to keep copies of all receipts and original documentation for your records as required by the IRS.

Start completing your documents online today!