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121. Update Your Personal Information - FSA/HRA/HSA

     Created On: 03/27/2019 in FSA/HRA/HSA Online Account Help
     Updating your personal information can be done quickly through your online account. Log In Here . 1.   Once you are logged into your online account hover over the Accounts menu at the top of your page. Select Profile Summary from the the menu opt...

122. Who Is Considered A Dependent For My Medical FSA?

     Created On: 03/18/2019 in FSA/HRA/HSA FAQ's
     You are permitted to use your medical FSA plan to pay for eligible healthcare expenses for you and your eligible dependents. In general an eligible dependent is: Your Spouse Your dependent that you can claim on your tax return Your adult child(r...

123. Tax Withholding on Cash Distributions

     Created On: 03/18/2019 in Retirement Accounts Distributions
     Distributions from qualified retirement plans are taxed as gross income for the year in which they are withdrawn from the plan. There are specific rules regarding tax withholding at the time of distribution. Normal Distributions: Mandatory 20...

124. Required Minimum Distributions

     Created On: 03/12/2019 in Retirement Accounts Distributions
     What are Required Minimum Distributions (RMDs)? Required minimum distributions, or RMDs, are congressionally mandated withdrawals from a qualified retirement plan. RMD rules dictate the minimum amount you must withdraw from your account every yea...

125. Reimbursement Account Statements

     Created On: 02/27/2019 in FSA/HRA/HSA Notifications & Statements
     When your account statement is available you will receive a notification by email directing you to view the statement details in your online account .  Once you are logged into your online account - select Message Center from your Main Account pag...

126. Uploading Claim Documentation

     Created On: 02/27/2019 in FSA/HRA/HSA Online Account Help
     Uploading additional documentation through your online account is the quickest and easiest way to provide supporting documentation for your claim. 1.  Once you are logged into your online account you will see that you have receipt(s) needed i...

127. Request For More Information

     Created On: 02/27/2019 in FSA/HRA/HSA Notifications & Statements
     Below is an example of a Request For More Information from a debit card transaction.  Please Note -   Specific documentation requirements as well as any additional claim detail notes will be included in the notification Failure to provide requ...

128. Claim Denial Letter - Example

     Created On: 02/27/2019 in FSA/HRA/HSA Notifications & Statements
     Below is an example of a Notification of Denied Claim. **Action Requied: If there are additional steps needed to approve or resolve your claim the instructions will be located under the ACTION REQUIRED section.  Please see help topics on Clai...

129. What Information is Required For Claim To Be Approved?

     Created On: 02/27/2019 in FSA/HRA/HSA FAQ's
     For Medical FSA Claims: In order for your claim to be in good order there is specific detail that is required. When submitting a claim be sure to include a receipt or Explanation of Benefits (EOB) with the following information: Date servic...

130. Reviewing a Denied Claim

     Created On: 02/27/2019 in FSA/HRA/HSA Online Account Help
     If a submitted claim is denied you will receive a notification of denial by email directing you to view the details in your online account .  1.  Go to Message Center Once you are logged into your online account select Message Center from your ...

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