May a Domestic Partner's Medical Expenses Be Reimbursed Under a Health FSA?

According to the Internal Revenue Code Section 125, a Health FSA account can only be used to pay expenses of a qualifying dependent (as such term is defined in Internal Revenue Code Section 152). Note that a same-sex domestic partner still might be a DEPENDENT, if the characteristics of a Qualifying Relative are satisfied, entitling the employee to elect pre-tax coverage under the Health FSA or HRA, for the domestic partner. Likewise, an opposite-sex domestic partner who is not the employee’s spouse under applicable state law might also be considered a DEPENDENT, if the characteristics of a Qualifying Relative are satisfied. For more information regarding a Qualifying Relative, please go to www.wageworks.com/employee/health-care/dependents.

Submitting Mileage Claims

The IRS has changed mileage reimbursement rates for medical care effective 1/1/12 based on the date the service is incurred. Mileage for travel to / from eligible health care:

• On or after January 1, 2013 $.24 per documented mile
• On or after January 1, 2012 $.23 per documented mile

Please include the following information with your mileage claim:

1. Date of Service
2. Type of Service (Doctor visit, trip to pharmacy, etc.)
3. Actual Mileage and rate (16 miles round trip @ 24¢/mile)
4. Total amount being requested (16 x .24 = $3.84).

Submit the claim for mileage along with a Pay Me Back claim or with the Explanation of Benefits (EOB). Claims will need to match the mileage reimbursement to a service and its date.

Many online mapping services will detail your route and mileage from home to service provider. This is helpful (but not required) in submitting mileage reimbursement claims.

What is the deadline for submitting a reimbursement request?

You can submit a reimbursement request at any time during the same plan year when the expense was incurred. You can also log into your account at any time to see how long you have to spend or claim your funds. Or please contact customer service at 1-877-924-3967.

What is needed in an itemized receipt?

Five pieces of information are required to help ensure the approval of your claim. They are:

• Patient: Person who received the service or who the item is for. For retail store purchases, this may be excluded.
• Provider: Who delivered the service or if a purchase, where was the item purchased.
• Date of Service: Date services occurred or date item was purchased.
• Type of Service: Detailed description of what service or product was paid for. Bag Tag is sufficient for prescriptions.
• Financial Responsibility: The amount paid for the service or product and/or the portion not reimbursed through your insurance carrier.

Please ensure that your documentation contains all the above information when submitting a claim. Review the Claim and Card Use Verification Checklist.

What is the deadline to enroll / change / cancel Pay My Provider?

To request a Pay My Provider transaction, you must have your request in place 10 days prior to the date that you want us to mail out the payment and the payment mail date is no more than 10 days to the service date.

Why did my claim pay towards my Health Care Card transaction instead of reimbursing me?

Most likely, you had a Card transaction that needed additional verification. If WageWorks requests a receipt via the Card Use Verification form and you did not submit a receipt or repayment, then 90 days from the date of the Card transaction, WageWorks will deduct the amount of that transaction from any future Pay Me Back claim that you submit. Click here for a full explanation of Card Verification and more information on how you can improve your Card experience. We have also prepared a Claim and Card Use Verification Checklist to help you when submitting claims or resolving Card transactions.

Where can I obtain additional reimbursement forms?

You may download claim forms online from here.

How can I check the status of my reimbursement?

You may check the status of your request by logging in to your account, or by calling customer service at 1-877-924-3967.

How do I receive my reimbursements by direct deposit?

You may be able to sign up for direct deposit online. After logging in, select "profile" from your plan page and follow the instructions to change your payment option. In some instances, the direct deposit feature is managed by the employer. If you are unable to set up the feature online, please check with your employer for your options.

How long does a direct deposit take to be posted to my bank account?

The standard turnaround time for deposit into your account is 72 hours after the claim has been processed.

What is the turnaround time for processing a reimbursement request?

It typically takes between 4 to 6 days from the time you submit a claim to when it is adjudicated and either a check or an Explanation of Benefits (EOB) is issued or a direct deposit is made. It may take longer for you to receive your check, direct deposit, or EOB, depending on your location and situation. Please allow 7-10 business days for your reimbursement check to arrive.

Each reimbursement check from WageWorks is valid for 180 days from the date of issue. Keep in mind that it is always a good idea to cash reimbursement checks as soon as they are received. With direct deposit, you could prevent this from occurring with future reimbursements.

To set up direct deposit:

1. Log in to your account
2. Choose Profile
3. Select Reimbursement Method
4. Choose Direct Deposit and enter your banking account information.