Tips for Avoiding Delays

Avoid delays with your Medical Spending Account and Dependent Care Assistance Reimbursements

• All FSA Reimbursement Request Forms will be returned unprocessed if the instructions on the form are not followed. Carefully read over your FSA Reimbursement Request Form to ensure that you have signed, dated and completed it, and attached all required supporting documentation. If applicable, make sure you also have your dependent care provider’s signature.

• The IRS requires that the complete name of all medicines and drugs be obtained and documented on pharmacy receipts.

• To request the reimbursement of medically-necessary transportation costs from your Medical Spending Account, you must attach the documentation for both the transportation costs and the medical care associated with the transportation to your FSA Reimbursement Request Form.

• The IRS does not allow a Medical Spending Account or a Dependent Care Assistance Program to accept cancelled checks or credit card receipts (or copies) to show the costs of eligible medical or dependent care.

• FBMC is unable to issue payment on approved Dependent Care Assistance Program reimbursement requests until after the last date of service for which you are requesting reimbursement.

• The amount of reimbursement requested on your FSA Reimbursement Request Form, added to the dependent care expenses reimbursed to date from any other source or plan, cannot exceed the statutory limits based upon your tax filing status, including separate Dependent Care Assistance Program in which you and your spouse may be participating.

• For timely processing of your Dependent Care reimbursement request, your payroll contributions must be current.

• If dates of provided dependent care services begin in one plan year and end in the next plan year, and you are enrolled in your employer’s Dependent Care Assistance Program during both plan years, a separate FSA Reimbursement Request Form is required for each plan year in which the dependent care services were provided.