For many individuals enrolled in a Flexible Spending Account (FSA) plan, this is a time of year when you'll need to submit those final claims to use up your balance. Or maybe you are just curious about different ways to tap into your funds. While most folks utilize the Sentinel Benny Card for FSA expenses, there are situations where the card may not be an option. Here's what you need to file a claim: How to file: Your best options for filing a claim either through your Sentinel online portal or mobile app. You can file the claim by entering information about the expenses and attaching some backup documentation (more on that below). If you'd like to see a step-by-step tutorial about how to file a claim through your online portal, click on the link on the end of the email. Supporting information to include: Your supporting documentation must provide Sentinel with certain criteria so that we can review your claim. This criteria is determined by the Internal Revenue Service (IRS). In general, your supporting document needs to show the following items:
- Date(s) service was rendered or purchased
- Name of provider of service (name of doctor, dentist, retailer, etc.)
- Description of service
- Amount charged
- Name of the person receiving the service
For a Medical or Health FSA claim, if your claim is related to your medical insurance, it is ideal for you to provide an Explanation of Benefits (EOB) or claim summary from your medical insurance provider. If your claim is unrelated to your medical insurance, please ensure that the receipt/statement provides each of the bulleted items above. For a Dependent Care FSA claim, you'll also need to provide the Tax ID/Social Security Number of the organization/individual who is providing care. |
