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Receipt and Substantiation Form Completion Guide Step 1: Participant Information Please write legibly. Missing information may delay the processing of your claim. Step 2: Substantiation Information
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What is flex- receipt and substantiation?
Flex-receipt and substantiation is a process where participants in a flexible spending account (FSA) or health reimbursement account (HRA) must provide documentation or receipts to substantiate their claims for reimbursement.
Who is required to file flex- receipt and substantiation?
Participants in a flexible spending account (FSA) or health reimbursement account (HRA) are required to file flex-receipt and substantiation.
How to fill out flex- receipt and substantiation?
Participants can fill out flex-receipt and substantiation by providing receipts or documentation for eligible expenses incurred.
What is the purpose of flex- receipt and substantiation?
The purpose of flex-receipt and substantiation is to verify that expenses claimed for reimbursement are eligible under the plan guidelines.
What information must be reported on flex- receipt and substantiation?
Information such as the date of service, provider name, description of services, and amount paid must be reported on flex-receipt and substantiation.
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