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FSA REIMBURSEMENT CLAIM FORM
Please review MBA's Claim Submission Guidelines and Tips (on the back of this form) to ensure you include the proper documentation for this claim.
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How to fill out paylocity-fsa-claim-form-1pdf
How to fill out paylocity-fsa-claim-form-1pdf
01
Fill out your personal information at the top of the form, including your name, address, and social security number.
02
Indicate the type of expense you are claiming for by checking the appropriate box (Medical, Dependent Care, or Transportation).
03
Provide details of the expense, including the date of service, the name of the service provider, and the amount paid.
04
If applicable, attach any supporting documentation such as receipts or invoices.
05
Sign and date the form to certify the accuracy of the information provided.
Who needs paylocity-fsa-claim-form-1pdf?
01
Employees who have a flexible spending account (FSA) through Paylocity and wish to submit a claim for reimbursement of eligible expenses.
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What is paylocity-fsa-claim-form-1pdf?
paylocity-fsa-claim-form-1pdf is a form used for submitting claims related to Flexible Spending Accounts (FSAs) administered by Paylocity.
Who is required to file paylocity-fsa-claim-form-1pdf?
Employees who have incurred eligible expenses that are covered by their FSA plan are required to file paylocity-fsa-claim-form-1pdf to request reimbursement.
How to fill out paylocity-fsa-claim-form-1pdf?
To fill out paylocity-fsa-claim-form-1pdf, employees need to provide details of the expenses incurred, including the date, description, and amount. They also need to attach any necessary supporting documentation.
What is the purpose of paylocity-fsa-claim-form-1pdf?
The purpose of paylocity-fsa-claim-form-1pdf is to request reimbursement for eligible expenses incurred by employees that are covered by their FSA plan.
What information must be reported on paylocity-fsa-claim-form-1pdf?
Employees must report details of the expenses incurred, including the date, description, and amount. They also need to provide any supporting documentation, such as receipts.
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