FSA / HRA / HSA
FSA Reimbursement for Non-Covered Spouse
Health FSA funds may generally be used to reimburse eligible medical expenses for a spouse or qualifying dependents even if they are not enrolled in the employer's health plan.
FSA / HRA / HSA
Question of the Week – FSA Documentation for Prescriptions
Q. - What type of documentation is needed for a Prescription to be reimbursed from a Health FSA?
Q. - What type of documentation is needed for a Prescription to be reimbursed from a Health FSA?
A. - To be reimbursed for a prescription under a Health FSA, the participant must provide documentation that meets IRS requirements.
Required Documentation* *
Submit a receipt or pharmacy statement that includes the following details:
- Patient Name: The name of the individual the prescription is for.
- Pharmacy Name: The name of the pharmacy where the prescription was filled.
- Fill Date: The date the prescription was filled (not the pick-up or payment date).
- Prescription Number: The unique identifier assigned to the prescription.
- Amount Paid: The cost of the prescription being claimed.
What Is Not Accepted?* *
- Credit card receipts or billing statements without the required details.
- Generic terms or incomplete descriptions (e.g., “medication” instead of the specific prescription information).
Providing accurate and complete documentation ensures a prescription claim is processed without delays.
Benefit Allocation Systems (BAS) provides online solutions for: Employee Benefits Enrollment; COBRA; Flexible Spending Accounts (FSAs); Health Reimbursement Accounts (HRAs); Leave of Absence Premium Billing (LOA); Affordable Care Act Record Keeping, Compliance & IRS Reporting (ACA); Group Insurance Premium Billing; Property & Casualty Premium Billing; and Payroll Integration.
MyEnroll360 integrates with major insurance carriers for enrollment eligibility management (e.g., Blue Cross, Blue Shield, Aetna, United Health Care, Kaiser, CIGNA and others), and with leading payroll platforms for enrollment deduction management (e.g., Workday, ADP, Paylocity, PayCor, UKG, and others).
This article is for informational purposes only and is not intended as legal, tax, or benefits advice. Readers should not rely on this information for taking (or not taking) any action relating to employment, compliance, or benefits. Always consult with a qualified professional before making decisions based on this content.
Topics
COBRA
COBRA Offering to Retirees
When a covered employee becomes entitled to Medicare before retiring, a covered spouse may receive up to 36 months of COBRA continuation from the date of Medicare entitlement.
COBRA
COBRA Offering to Retirees
When a covered employee becomes entitled to Medicare before retirement, the spouse may be eligible for up to 36 months of COBRA continuation coverage.