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8664513399Flexible Spending Account (FSA) Data Collection WorksheetPlease complete and submit this worksheet to your employer. This is an internal document used by your employer for data collection
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A Medical Flexible Spending Account (FSA) allows employees to set aside pre-tax dollars for eligible medical expenses. Dependent FSA refers to funds set aside to cover eligible dependent care expenses.
Employees participating in a Medical FSA who have incurred eligible medical or dependent care expenses must file for reimbursement.
To fill out a Medical FSA claim, employees need to complete a claim form, provide receipts or documentation of eligible expenses, and submit it to their FSA administrator.
The purpose of a Medical FSA is to help employees save on taxes while providing a way to pay for out-of-pocket medical costs. The dependent FSA serves a similar purpose for qualifying dependent care expenses.
Employees must report amounts spent on eligible medical or dependent care expenses, along with supporting documentation like receipts and dates of services.
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