What type of documentation is acceptable for reimbursement or substantiation?
Documentation for medical FSA expenses required by the IRS includes a third-party receipt or Explanation of Benefits containing the following information: • Date(s) of service or purchase made • Type(s) of service or name(s) of item(s) purchased • Dollar amount(s) (after insurance, if applicable) For example: an Explanation of Benefits from your insurance company or itemized statements from the provider is excellent documentation. Documentation for Dependent Care Reimbursement Account (DCRA) expenses required by the IRS includes a third-party receipt containing the following information: • Date(s) of service • Dollar amount • Name of daycare provider In the event the provider is unable to provide a receipt with this information, he or she may simply sign the FSA Reimbursement Request Form or the confirmation page (if the claim was filed online). Commonly submitted documentation that results in denials includes: • Statements only indicating a paid amount, balance forward or previous bal
