Get the free MySourceCard Debit Card Substantiation Request Form

MySourceCard Debit Card Substantiation Request Form / Claim Form Employer Name Last Mailing Address First Street Employee MI City State SSN # ZIP Phone () Email Address Please check if this is a new

How to fill out mysourcecard debit card substantiation

How to fill out mysourcecard debit card substantiation:

1. Gather all necessary documentation such as receipts, invoices, and other proof of purchases made with your mysourcecard debit card.
2. Login to your mysourcecard account online or through the mobile app.
3. Navigate to the section for substantiation or expense management.
4. Select the option to add new substantiation or expense entry.
5. Enter the transaction details such as the date of purchase, merchant name, and the total amount spent.
6. Attach the relevant documentation by uploading scanned copies or taking clear photos with your device.
7. Review the entered information and make sure it accurately reflects the transaction.
8. Submit the substantiation or expense entry.
9. Repeat the process for any additional transactions that require substantiation.
10. Keep track of the submitted entries and follow up if necessary to ensure they are approved and documented properly.

Who needs mysourcecard debit card substantiation?

1. Individuals or employees who have a mysourcecard debit card and use it for eligible expenses.
2. Employers or organizations who provide mysourcecard debit cards to their employees for the purpose of managing and tracking expenses.
3. Financial managers or administrators who are responsible for substantiating and reconciling expenses made with mysourcecard debit cards.

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What is mysourcecard debit card substantiation?

Mysourcecard debit card substantiation is a process where cardholders are required to provide documentation to verify the eligibility of expenses made using the debit card.

Who is required to file mysourcecard debit card substantiation?

All cardholders who have used mysourcecard debit card for eligible expenses are required to file substantiation.

How to fill out mysourcecard debit card substantiation?

Cardholders can fill out mysourcecard debit card substantiation by providing receipts, invoices, or other documentation to verify the expenses.

What is the purpose of mysourcecard debit card substantiation?

The purpose of mysourcecard debit card substantiation is to ensure that the expenses made using the debit card are eligible as per the plan guidelines.

What information must be reported on mysourcecard debit card substantiation?

Cardholders must report details of the expenses, including the date, amount, and description, along with supporting documentation.