What paperwork is required for a Health Flexible Spending Account (Health FSA) / Unreimbursed Medical (URM) expense claim?
We need a Health FSA reimbursement form along with a professional receipt or an itemized statement from the medical provider of service that includes: 1. Original date of service, 2. Type of service rendered, 3. Charge for the service, and 4. Provider of service. Effective January 1, 2011, you must provide a medical practitioner’s prescription in order to be reimbursed for over-the-counter drugs or medicines. Please refer to the eligible expense chart for additional information. Some expenses require a doctor’s statement to justify the expense. When a doctor’s statement is required, it should be on the doctor’s letterhead (or prescription pad) and should state that the treatment or expense is necessary to treat the specified medical condition.
Related Questions
- Im on the HDHP and participate in the Health Savings Account (HSA). Can I also participate in the Health Care Flexible Spending Account (FSA) through WageWorks?
- How often can I file claims on my Health Flexible Spending Account (Health FSA) / Unreimbursed Medical (URM) Account?
- Is an HSA the same as a Medical Flexible Spending Account (FSA) or Health Reimbursement Account (HRA)?
