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Marshall & Villa Trust Company N.A. Marshall & Villa Trust Company N.A. P.O. Box 2517 Appleton, WI 54912-2517 (800) 236-3539 www.mitrust.com 2003 Marshall & Villa Corporation. All rights reserved.

How to fill out flexible spending account

How to fill out a flexible spending account:

1. Gather necessary information: Before filling out the flexible spending account (FSA), collect important details such as your personal information, eligible expenses, and any supporting documentation required.
2. Determine contribution amount: Decide on the amount you want to contribute to your FSA for the upcoming year. Remember that there is a maximum limit set by the Internal Revenue Service (IRS) that you cannot exceed.
3. Complete enrollment forms: Contact your employer or the FSA administrator to obtain the necessary enrollment forms. Fill out these forms accurately, providing all requested information.
4. Review plan details: Familiarize yourself with the specific rules and regulations of your FSA plan. Understand what expenses are eligible for reimbursement and any limitations or restrictions that may apply.
5. Submit forms and documentation: Once completed, submit the enrollment forms and any required documentation to the designated party, such as your employer's human resources department or the FSA administrator. Ensure that you meet any specified deadlines for enrollment or changes.
6. Start using the FSA: Once your enrollment is processed, you can begin using your FSA. Keep track of your eligible expenses and save all relevant receipts and documentation for future reimbursement claims.

Who needs a flexible spending account:

1. Employees with healthcare expenses: Anyone with anticipated out-of-pocket healthcare costs can benefit from having a flexible spending account. This includes costs such as prescriptions, doctor visits, dental care, vision care, and medical supplies.
2. Individuals with predictable dependent care costs: If you have dependents who require childcare or eldercare services while you work, a flexible spending account can help you save money on those expenses.
3. Individuals with eligible transportation expenses: Some FSAs offer a transportation component that allows you to set aside pre-tax dollars for parking, public transportation, or commuting costs. This is particularly useful for those with regular commuting expenses.

Note: It's important to consult your employer's specific FSA plan and talk to a benefits specialist or tax advisor to understand the exact eligibility criteria and requirements for a flexible spending account.

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