A terminated employee wants to know why their Benefits Card doesn't work when they have money left over.

REASON: Typically and based on the plan document, a terminated employee can only incur expenses to the point of the term date or through the end of the month of active employment. Which is why the card is turned "off" on that date so further transactions are not paid outside the allowable incurred date.

The ex-employee does have a run out date to turn in claims from the term date though. But that is only for expenses incurred after the plan started and the term date.

There are key items that must be included on your statements/invoices when requesting for reimbursement. If these items are not included on the documentation, we will require more documentation from you in order to finish processing the claim:

• Name of Patient
• Name of Provider (Doctor, Hospital, etc)
• Date of Service (service date must be within current plan year / not reimbursed based off payment date)
• Type of Service (Co-Pay, X-ray, Dental Cleaning, Rx, etc)
• Amount of Service (not necesarilly amount you paid)

Visa Slips and Cleared Checks are not adequate pieces of documentation.

If you are unsure if something is an eligible expense, let us know, we are here to help!