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Get the free FSA Withdrawal request form - Priority Health

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Priority FSA Flexible Spending Arrangement Withdrawal Request Form SM Attention: AS Flex MS 2260 1231 East Belt line NE ? Grand Rapids, MI 49525-4501 ? Fax: 616.942.0631 ? Customer Service: 800.956.1954
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How to fill out fsa withdrawal request form

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How to fill out fsa withdrawal request form:

01
Obtain a copy of the fsa withdrawal request form from your employer or financial institution.
02
Fill in your personal information, such as your name, address, and social security number, in the designated fields.
03
Provide the details of your fsa account, including the account number and any specific instructions or limitations.
04
Indicate the withdrawal amount you are requesting and specify the reason for the withdrawal, such as medical expenses or dependent care.
05
Attach any necessary documentation, such as receipts or invoices, to support your withdrawal request.
06
Review the completed form for accuracy and ensure that all required fields are filled out correctly.
07
Sign and date the form to certify that the information provided is true and accurate.
08
Submit the completed fsa withdrawal request form to your employer or financial institution for processing.

Who needs fsa withdrawal request form:

01
Employees who have a flexible spending account (FSA) and wish to withdraw funds from their account for eligible expenses.
02
Individuals who have incurred medical expenses, such as doctors' visits, prescription medications, or medical supplies, that can be reimbursed from their fsa account.
03
Individuals with dependent care fsa accounts who have paid for eligible child or dependent care expenses and would like to request reimbursement.
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The fsa withdrawal request form is a document that allows individuals to request a withdrawal from their fsa (Flexible Spending Account).
Any individual who wants to withdraw funds from their fsa account is required to file the fsa withdrawal request form.
To fill out the fsa withdrawal request form, you need to provide personal information, such as your name, fsa account number, withdrawal amount, and the reason for withdrawal. Additionally, you may need to attach supporting documentation if required by your fsa provider.
The purpose of the fsa withdrawal request form is to request a withdrawal of funds from your fsa account for eligible expenses, such as medical or dependent care expenses.
The fsa withdrawal request form typically requires reporting of personal details (name, address, etc.), fsa account information, withdrawal amount, purpose of withdrawal, and any supporting documentation if necessary.
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