I am requesting reimbursement for medical expenses for myself that I paid for out of pocket.
I am requesting reimbursement for medical expenses for my spouse and/or children that I paid for out of pocket.
I am requesting reimbursement for transportation / parking expenses to my doctor.
I am requesting reimbursement for daycare expenses for my children.
My daycare provider does not provide me with a receipt for payment.
I am sending my receipt to Igoe for a purchase that I made with my benefit card.
I need my spouse to work with Igoe to resolve an issue on my account.
I need my secretary to work with Igoe regarding my recent request for reimbursement.
I need to request reimbursement for orthodontia for one of my dependents. How do I make sure that I am reimbursed properly?
I have an item / service that is typically not considered eligible for reimbursement, but my doctor is telling me that I must have it. How do I determine if this is eligible under my plan for reimbursement?
I am requesting reimbursement for my vanpool expenses.
I am requesting reimbursement for transportation costs to and from my employer.
I am requesting reimbursement for my office parking expenses.
FSA Reimbursement Request Form (Interactive)
FSA Reimbursement Request Form – This Interactive form allows you to request reimbursement for either your medical care spending account, dependent care (daycare) spending account or both (if applicable). Complete this form on your computer then print, sign, scan & upload the form using our secure online utility under your personal login.
Commuter Plan Reimbursement (Interactive)
Transit/Parking expenses are only reimbursable if your employer offers a Transit/Parking Reimbursement Plan. This form may be used if you are requesting reimbursement from your employer-sponsored Transportation and/or Parking plan. Please use the medical care / dependent care request form if you wish to request reimbursement for transportation related to a medical expense.
Transit Cash Out Request Form (Interactive)
This form can be used to request a cash reimbursement from your Transit account when your Benefits Card was not available to you at the point of purchase. Because IRS regulations restrict Transit account access to Benefit Card activity, you will have to attest that your Benefits Card is in an inactive status (Lost/Stolen), has yet to arrive, or errored out at the point of purchase. These conditions are waived in you are no longer an active Transit participant but in need of spending down a balance accumulated prior to your account termination.
Premium Reimbursement (Interactive)
Hospital and Other Insurance Premiums are only reimbursable if your Employer offers a Hospital and Other Insurance Premium Conversion Plan. This interactive form allows you to request reimbursement for either your hospital or other insurance premium conversion account. Complete this form on your computer, print, sign, scan & upload the form using our secure online utility under your personal login.
Flexible Benefits Card Substantiation Coversheet (Interactive)
The Benefit Card Cover Sheet is intended for the use of Benefits MasterCard holders only. This form is ONLY for items and services that you paid for using your Flex Benefits MasterCard and is only required if you have received an email indicating that additional documentation is needed to determine the eligibility of your expense.
Medical Necessity Template (Interactive)
This form was designed to provide a template for your physician to authenticate the eligibility of your expense. Please note that for expenses to be eligible under the medical FSA, they must be deemed medically necessary. The IRS requires a prescription that meets state requirements if your physician has recommended an over-the-counter (OTC) medicine or drug if you wish to seek reimbursement from your medical care spending account. Use of this form does not satisfy state prescription requirements. If you are in doubt about the eligibility of your expense, ask your provider to complete this form as a precaution.
Orthodontia Treatment Statement (Interactive)
This form may be completed by your provider to act as notification of the orthodontic treatment duration and cost. All items requested on this form are required for reimbursement. Either a copy of this completed form or a copy of your orthodontia contract indicating all items requested on this form must be submitted with your request for reimbursement to determine eligibility & payment.
HIPAA Release Form (Interactive)
Due to HIPAA requirements, this form is required each time you would like to have another individual or organization access PHI related to your Flexible Benefit Plan Account or your COBRA continuation.