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Get Flexible Spending Account - University Of Rochester
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How to fill out the Flexible Spending Account - University Of Rochester online
Filling out the Flexible Spending Account form can be a straightforward process when you understand each section's purpose. This guide provides step-by-step instructions to assist you in completing the form accurately and efficiently.
Follow the steps to fill out the Flexible Spending Account form effectively.
- Press the ‘Get Form’ button to access the Flexible Spending Account form and open it in your preferred editor.
- Begin by filling out your employee information. This includes your full name, address, gender, date of birth, employee ID number, phone number, and email address. Ensure all details are correct and clearly printed.
- Indicate your marital status by checking the appropriate box: single, married, widowed, or divorced. This information is essential for processing your benefits correctly.
- Select the desired action. Choose whether you are newly hired and enrolling in benefits or if you are requesting changes due to a qualifying event. Provide the necessary dates associated with these choices.
- Complete the family member information section, listing all eligible dependents. Make sure to provide details such as their names, genders, dates of birth, and any necessary Social Security numbers for qualifying dependents.
- Choose your coverage options under the Long-Term Disability section, making sure to select the right level of coverage or stating if you wish to waive it.
- In the Flexible Spending Account section, you will make elections for Health Care FSA, Limited Purpose FSA, and Dependent Care FSA. Clearly state the annual contribution amounts or indicate if you do not wish to contribute.
- Once all sections are filled out, review your form for accuracy. Ensure all applicable fields are complete and that no required information is missing.
- Finally, save your changes, and opt to download, print, or share the form as needed before submitting it to the Benefits Office at the University.
Take the next step in managing your health benefits and complete your forms online today!
Typically, there are three ways to access your FSA money. You can use a debit card that's connected to your account, pay providers directly through your online portal, or submit receipts for reimbursement. Check with your employer or FSA provider to find out which option(s) they offer.
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