Reimbursement Account
Claim Form
Mail or Fax completed form and documentation to:
PayFlex Systems USA, Inc.
PO Box 3039
Omaha, NE 68103-3039
Fax: 1-855-703-5305
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To avoid claim payment delay, you must sign, date and complete this form. You must also include supporting documentation.
WAIT! Did you know that you can file a claim online? Log in to www.HealthHub.com. Under Quick Links, select File a Claim.
You can also find instructions online for completing this form.
Member Identification Number (Employer assigned number or W ID)
Member Full Name (Last Name, First, MI)
Member Address (Street, City, State, ZIP Code)
Note: If you have an address change, please notify your employer. For security purposes, we can only accept an address change from your employer.
Employer Name
Health Care Expenses (For you, your spouse and your dependents)
Coordination of Benefits: Do you, your spouse or dependent have coverage under another plan? This includes any medical, dental, prescription or
vision plan other than your primary coverage?
Yes – you must include a copy of the EOB for each date of service. No
Automatic Monthly Reimbursement for Orthodontia expenses: To set up automatic reimbursements, check this box. Include a copy of your
orthodontia contract with this form. Note: For automatic monthly reimbursements, you only need to send this form and the contract once.
Patient Name
Type of Service
(deductible, dental, medical,
orthodontia, OTC, RX, vision)
From Date of Service
(not payment date)
MM/DD/YYYY
To/Thru Date of Service
(not payment date)
MM/DD/YYYY
Amount Requested
$
$
$
$
Total $
Dependent Care Expenses (Child or Adult)
If your caregiver completes and signs below, you do not need to include an itemized statement.
**If requesting for multiple dependents, each dependent must be listed on a separate line.**
Exact Dates of Service
Amount Requested
(Required)
Qualifying Person’s
First and Last Name
(Please Print)
Age
On Service
Date
(Required)
Qualifying person is under age 13 OR
is mentally or physically incapable of self-
care due to a diagnosed medical condition
and is over age 12.*Please check, if Yes.
From
MM/DD/YYYY
To
MM/DD/YYYY
$
Yes
$
Yes
$
Yes
$
Yes
Total
$
*You do not need to submit evidence of diagnosed medical condition.
Caregiver Information/Certification
My signature certifies that I have provided the services for these expenses
for
(Qualifying Person’s First Name)
Name (Must be printed)
Relative: Yes No
Provider Signature
Caregiver Information/Certification
(Note: This is for a second caregiver, if you have more than one.)
My signature certifies that I have provided the services for these expenses
for
(Qualifying Person’s First Name)
Name (Must be printed)
Relative: Yes No
Provider Signature
For Health Care FSA: I certify that I, my spouse or eligible dependent have incurred each expense on this form. These expenses are for eligible medical care. They are not for cosmetic
reasons. I understand that “incurred” means the service has been provided.
For Dependent Care FSA: I certify that I have incurred the Dependent Care expenses for me and, if married, my spouse to work. These expenses are for my Qualifying Person. These qualify
as eligible expenses under my plan and are not for educational expenses to attend kindergarten or higher. I understand that “incurred” means the service has been provided. These are
regardless of when I am billed or charged for, or pay for the service. I acknowledge that I will have to report the caregiver’s name, address and Tax Identification Number on Form 2441.
I have not received reimbursement for any of these expenses. I will not seek reimbursement elsewhere, including from a Health Savings Account (HSA). If I receive reimbursement, I and (if
married) my spouse will not claim these same expenses on our income tax return. I have received and read the printed material for the FSA or Limited FSA plan. I agree to all of the terms and
conditions of the plan. Any person who, knowingly and with intent to defraud, files a statement of claim containing any material false, incomplete or misleading information is guilty of a crime.
Employee Signature
Date
If you are mailing your claim, please keep a copy of this claim form and supporting documentation. We will not return these documents.
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