How to Get HSA Reimbursements

An Health Spending Account (HSA) account offers reimbursement for qualifying health-related expenses incurred by you or your dependents. Each expense must qualify for reimbursement and be submitted to your health care and/or group health provider. The claims process is relatively easy, but requires some paperwork. Generally, you must submit your claim reimbursement form by mail. If you are not sure your health-related expenses are covered under the terms of your HAS account, you can contact your insurance provider by phone or online to verify eligibility.

Things You'll Need

• Claim form
• Expense details

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Instructions

• 1

  Verify HSA expense reimbursement requirements. Your HSA expense account may be subject to requirements or restrictions, so read your health care and/or group health plan carefully.

• 2

  Calculate the amount of money that is payable to you. Use an HSA expense calculator to help you calculate the complete claim amount.

• 3

  Download a HSA Expense Reimbursement Request form. Provide contact information and expense details including dates of service, expense amount and name. Declare that you̵7;ve meet the eligibility requirements and that all expenses qualify as out-of-pocket expenses.

• 4

  Sign and date the form. As you complete the form, be aware that reimbursements are normally made within a specified time.

• 5

  Submit your benefit claim by mail. Mail the claim form to the address provided. Failure to do so could lead to processing delays.