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Health Spending Account Claim Form Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is committed to keeping your information confidential. 1 Member information
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How to fill out health spending account claim

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How to fill out a health spending account claim:

01
Gather all required documents: Before filling out the health spending account claim, make sure you have all the necessary documents, such as receipts, invoices, and a completed claim form provided by your health spending account provider.
02
Understand the eligible expenses: Familiarize yourself with what expenses are covered under your health spending account. This may include medical services, prescription drugs, dental care, vision care, and more. Ensure that the expenses you are claiming are eligible according to your plan.
03
Complete the claim form: Begin by filling out the claim form accurately and completely. Provide your personal details, such as your name, address, contact information, and the policy or account number associated with your health spending account.
04
Provide details of the expense: In the claim form, specify the type of expense you are claiming. This can include medical consultations, prescription medication, dental procedures, or other eligible expenses. Include the date of the expense, the name of the service provider or vendor, a brief description of the service or product, and the amount you paid for it.
05
Attach necessary documents: Collect all relevant supporting documents, such as receipts or invoices, for each claimed expense. Ensure these documents are legible and clearly show the details of the expense, including the date, the service provider's name, and the amount paid.
06
Submit the claim: Once you have completed the claim form and attached the required documents, submit your claim to your health spending account provider. Follow the instructions provided by your provider regarding the submission method, which may include online submission, mail, or fax.

Who needs a health spending account claim:

01
Individuals with a health spending account: If you have a health spending account as part of your employee benefits or as an individual account, you may need to fill out a health spending account claim to request reimbursement for eligible medical expenses.
02
Those with eligible medical expenses: Anyone who has incurred eligible medical expenses covered by their health spending account may need to submit a claim. This can include expenses such as prescription medications, dental procedures, vision care, chiropractic services, and more.
03
Individuals seeking reimbursement: If you have paid for eligible medical expenses out of pocket and are seeking reimbursement from your health spending account, you will need to fill out a claim to request the reimbursement of those expenses.
Remember to review your specific health spending account plan or consult with your provider to understand the exact process and requirements for filling out and submitting a health spending account claim.
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A health spending account claim is a request for reimbursement of eligible healthcare expenses paid out-of-pocket by an individual.
Employees who have a health spending account benefit through their employer are required to file health spending account claims.
Health spending account claims can usually be filled out online or by submitting paper claim forms with receipts for eligible expenses.
The purpose of a health spending account claim is to receive reimbursement for eligible healthcare expenses that are not covered by insurance.
Information such as the date of service, description of the expense, amount paid, and proof of payment (receipts) must be reported on a health spending account claim.
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