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BEEN THE BENNY PREPAID BENEFITS CARD SUBSTANTIATION REQUIREMENTS Employees enrolled in a Flexible Spending Account (FSA) and/or Health Reimbursement Arrangement (HRA) often have questions about the

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How to fill out benny card substantiation requirements

01

Step 1: Collect all the necessary receipts and documentation for the expenses made using your Benny card.

02

Step 2: Review the official guidelines provided by your employer or the benefit administrator to understand the specific substantiation requirements.

03

Step 3: Ensure that each receipt includes the date of purchase, item/service description, cost, and the name of the provider.

04

Step 4: If any receipts are missing or incomplete, contact the provider or merchant to obtain the required information.

05

Step 5: Create a record of all the substantiated expenses, including the date, description, and total cost.

06

Step 6: Submit the substantiation information to your employer or benefit administrator within the specified timeframe.

07

Step 7: Keep copies of all the receipts and documentation for your records in case of any future audits or inquiries.

Who needs benny card substantiation requirements?

01

Employees who have a Health Savings Account (HSA) or a Flexible Spending Account (FSA) with a Benny card typically need to comply with the benny card substantiation requirements.

02

Employers or benefit administrators who offer these types of accounts to their employees also need to ensure that the substantiation requirements are followed.

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What is benny card substantiation requirements?

Benny card substantiation requirements are the documentation needed to prove that expenses are eligible for reimbursement.

Who is required to file benny card substantiation requirements?

Employees using a benny card for flexible spending accounts are required to file substantiation requirements.

How to fill out benny card substantiation requirements?

To fill out benny card substantiation requirements, employees must provide receipts or documentation showing the expenses were for eligible items.

What is the purpose of benny card substantiation requirements?

The purpose of benny card substantiation requirements is to ensure that expenses reimbursed through flexible spending accounts are for eligible items.

What information must be reported on benny card substantiation requirements?

The information reported on benny card substantiation requirements includes the date of the expense, amount, vendor, and description of the item.

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