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TPA Systems Inc. P.O. Box 262502, Houston, Texas 77207 Health Reimbursement Arrangement Claim Form and Filing Instructions Use this form as your fax cover page! Fax to: 7136414721 number of pages
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How to fill out health reimbursement arrangement claim

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How to fill out a health reimbursement arrangement claim:

01
Gather necessary documentation: Before filling out the claim form, make sure you have all the required documents. This may include receipts, invoices, or statements from healthcare providers.
02
Complete personal information: Start by providing your personal details such as your name, address, phone number, and social security number. This information is crucial for the proper processing of your claim.
03
Include employer information: If you're filling out a health reimbursement arrangement (HRA) claim through your employer, you will need to provide their name, contact information, and any other required identifiers.
04
Specify the claim period: Indicate the specific time period for which you are submitting the claim. This usually includes the start date and end date of the period during which you incurred eligible expenses.
05
Itemize eligible expenses: List each eligible expense you are claiming reimbursement for. This could include doctor's visits, prescription medications, or medical equipment. Make sure to include the date, description, and amount for each expense.
06
Attach supporting documents: To substantiate your claim, attach copies of the relevant receipts or invoices for each expense. Ensure they are legible and clearly show the details of the transaction.
07
Review and sign: Carefully review all the information you have provided on the claim form. Double-check for any errors or omissions. Once satisfied, sign and date the form to certify that the information provided is accurate to the best of your knowledge.

Who needs a health reimbursement arrangement claim?

A health reimbursement arrangement (HRA) claim may be needed by individuals who participate in an employer-sponsored HRA. Often provided as part of employee benefits, an HRA allows eligible participants to be reimbursed for certain qualified medical expenses not covered by their health insurance plan.
Those individuals who have incurred out-of-pocket medical expenses within their HRA plan's coverage period are typically required to submit a claim. By doing so, they can request reimbursement for those eligible expenses, reducing their overall healthcare costs.
Keep in mind that specific eligibility criteria and instructions may vary depending on the employer's HRA plan. It's always best to consult the plan documents or contact your employer's benefits administrator for accurate information related to your particular HRA claim process.
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A health reimbursement arrangement claim is a request for reimbursement of qualified medical expenses through an employer-sponsored account.
Employees who have incurred eligible medical expenses and wish to be reimbursed must file a health reimbursement arrangement claim.
To fill out a health reimbursement arrangement claim, individuals typically need to provide documentation of the medical expenses, such as receipts or invoices, and submit the claim form to the employer or plan administrator.
The purpose of a health reimbursement arrangement claim is to reimburse employees for qualified medical expenses that are not covered by insurance.
Information such as the date of service, description of the medical expense, and the amount being requested for reimbursement must be reported on a health reimbursement arrangement claim.
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