Get Keenan Fsa Reimbursement Request Form

To submit for FSA reimbursement, you need to fill out the Keenan FSA Reimbursement Request Form. Make sure to include all necessary receipts and documentation with your submission. You can either submit this form online through the US Legal Forms platform or send it via mail. Following these steps ensures that your reimbursement request is processed smoothly.

You usually have to spend FSA money by the end of the year or by March 15 of the following year if you have a grace period. You might have until Dec. 31, 2022, to spend FSA money earmarked for 2021, but this is an exception.

4. Can I use my Health Care FSA to reimburse outstanding medical expenses from the prior year? No, expenses must be incurred during the current plan year.

Submit Your Claim in One of These Ways Log in to your account. ... Once you have logged into your account, click Submit Receipt or Claim and select your Reimbursement Option. Follow the step-by-step instructions. Upload digital copies of your itemized receipts (and other documentation if needed).

With the Wednesday, March 15, grace period deadline looming for 2022 FSA accounts, make sure you've used all the funds in your Health Care and/or Dependent Care Flexible Spending Accounts (FSAs). These accounts are “use-it-or-lose-it” accounts.

Flexible Spending Accounts will reimburse you for incurred expenses during your FSA plan year (period of coverage). “Incurred" refers to expenses that happen after a service or product is provided – not when you are billed or pay for the service. You cannot be reimbursed in advance for any services.

A proper receipt should include: Merchant Name; Date of Purchase; Description of Item; Amount Paid. A credit card receipt from your Card swipe is not sufficient. Prescription – Documentation for a prescription should include: Name of Patient; Name of Pharmacy; Date (fill date); Prescription Number or Name; Amount Paid.

You are able to roll over up to $500 of unused money in your Health Care FSA to the following plan year. You will forfeit any remaining balance over $500. You have until June 30 (the end of the plan year) to incur expenses, and until September 30 of the following plan year to submit eligible claims.