Do I need to submit claim forms when I use my PayFlex Card?
• Although you do not complete claim forms when using the card, documentation of your expenses may be required in order to meet IRS guidelines. Therefore, you should keep copies of all receipts and itemized statements (not the credit card receipt) for each purchase throughout the plan year. In some cases, you could receive a letter from PayFlex requesting the documentation and you will be required to submit this information to verify the expense according to IRS regulations. For example, an itemized receipt listing the merchant name, name of the item/product, date of the purchase and amount. You must comply with IRS guidelines by using the card only for qualifying expenses, and providing appropriate documentation upon request.
