What type of documentation is required when filing a claim for reimbursement?
The primary responsibility for documenting a claim is on the participating employee. The burden of proof to the IRS will be the responsibility of the employee. The participant must complete a claim reimbursement form and attach sufficient data that will substantiate the nature of the expense and that the expense has not been reimbursed or is not reimbursable by any health insurance plan. Specifically, we recommend an EOB (Explanation of Benefits) from the insurance company be attached to the claim form.
Related Questions
- Does the current legislation allow for any type of modification to a patent applicantion; such as claim ammendments and/or the filing of a divisional patent application?
- What documentation is required when submitting a claim for reimbursement on over-the-counter (OTC) products?
- What type of documentation is acceptable for reimbursement or substantiation?
