What counts as documentation?
When it comes to documentation for doctor, hospital, or other medical visits, you’ll need to show three things: service date, procedure, and your portion of the costs. A good example of documentation is the Explanation of Benefits you get from your insurance company—it’s all laid out right there! Another example is a statement of services rendered, which most doctors or dentists are able to print out for you at the time of your visit. Prescriptions and over-the-counter medications are a little different. We’ll still need the date of purchase (to show it was in the plan year) and the amount you spent, but we’ll also need the name of the drug purchased and whether it is an over-the-counter or prescription medication. For a dependent care account, we need the dates of service, the amount that you have paid, and a receipt which has the signature of the provider and his or her Tax ID or Social Security Number. Please note that for a provider to be eligible under an FSA, they must be over th
When it comes to documentation for doctor, hospital, or other medical visits, you’ll need to show three things: service date, procedure, and your portion of the costs. A good example of documentation is the Explanation of Benefits you get from your insurance company—it’s all laid out right there! Another example is a statement of services rendered, which most doctors or dentists are able to print out for you at the time of your visit. Prescriptions and over-the-counter items are a little different. You will still need to provide the date of purchase (to show it was in the plan year) and the amount you spent, but you will also need to include the name of the drug or a description of the over-the-counter item purchased. For a dependent care account, you need the dates of service, the amount that you have paid, and a receipt that has the signature of the provider and his or her Tax ID or Social Security Number. Please note that for a provider to be eligible under an FSA, he or she must be
