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STATE OF WASHINGTON MEDICAL FLEXIBLE SPENDING ARRANGEMENT (FSA) & DEPENDENT CARE ASSISTANCE PROGRAM (CAP) CLAIM FORM FOR PLAN YEAR JANUARY 1, 2017, through DECEMBER 31, 2017, All claims for 2017 plan
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How to fill out medical flexible spending arrangement

01
Gather all necessary documentation, such as your medical bills and receipts.
02
Review the guidelines provided by your employer or the plan administrator for the medical flexible spending arrangement.
03
Complete the enrollment process for the medical flexible spending arrangement.
04
Determine the amount you want to contribute to the arrangement for the year, keeping in mind the maximum limit set by the IRS.
05
Keep a track of your eligible medical expenses throughout the year.
06
Submit your eligible expenses for reimbursement by following the process outlined in the plan guidelines.
07
Provide the required documentation for each expense, such as itemized receipts and proof of payment.
08
Wait for the reimbursement to be processed and deposited into your designated account.
09
Keep records of all your expenses and reimbursements for future reference and tax purposes.

Who needs medical flexible spending arrangement?

01
Individuals with expected or known medical expenses that are not fully covered by insurance.
02
Those who anticipate frequent doctor visits, prescription medications, or other medical treatments.
03
Employees who want to save money on taxes by using pre-tax dollars to pay for eligible medical expenses.
04
Individuals who have dependents with medical needs and want to lower their out-of-pocket expenses.
05
People who prefer to budget for medical expenses ahead of time and have the flexibility to pay for them throughout the year.
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A medical flexible spending arrangement is an employer-sponsored benefit that allows employees to set aside a portion of their pre-tax salary to pay for eligible medical expenses.
Employees who wish to participate in a medical flexible spending arrangement must file the necessary paperwork with their employer.
Employees can typically fill out the necessary forms provided by their employer during open enrollment or when they first become eligible to participate in the plan.
The purpose of a medical flexible spending arrangement is to help employees save money on out-of-pocket medical expenses by using pre-tax dollars.
Employees must report the amount they wish to contribute to the plan for the year and keep records of their eligible medical expenses for reimbursement.
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