Contact information, forms and understanding flex plans

CONTACT INFORMATION

  • Phone:877-924-3967
  • HealthEquity Website: www.healthequity.com/wageworks
  • Create your flex account on their website to view flex benefits, balances, claims, order/request debit cards
  • Click here for the FSA Guide.
  • Click here for the FSA FAQ.

Register online now!

If you haven’t registered online yet, please do so today. To register, just visit
www.healthequity.com/wageworks, select “LOG IN/REGISTER” and then
“Employee Registration.” You’ll need to answer a few simple questions and
create a username and password.

USE IT OR LOSE IT

It’s important to use any money in your accounts by the end of the calendar year. Because of the tax benefits associated with FSAs, federal regulations require that you forfeit any money left in your account at the end of the year. The “Use It or Lose It” regulation applies to FSAs and does not apply to the Health Savings Account or Health Reimbursement Account.

TIME LIMIT FOR FILING FLEXIBLE SPENDING ACCOUNT REIMBURSEMENT REQUESTS

You may file reimbursement claims until March 31, 2024 for services provided during 2023, provided the expenses were incurred prior to the end of the 2023 plan year or prior to the time your contributions ceased, whichever comes first.

REIMBURSEMENT REQUESTS: PROBLEMS TO AVOID

  • Credit card receipts and personal checks are not acceptable documentation. You must attach a receipt.
  • Balance statements are also not acceptable documentation.

RUN OUT PERIODS – JANUARY 1 – MARCH 31

For both medical and dependent care flex programs, each has what is called a run out period.  This period is between January 1 and March 31 of every plan year.  It is during this time, that if you wish to pay for an expense that incurred in the prior year, the only way to pay for it is with your own funds and then submitting a claim reimbursement  form.  Debit cards will not work during this period to pay for any expense in the prior plan year.  This has to do with having two different buckets of money in one plan for separate plan years.  For further clarification on this, please contact HealthEquity directly.

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