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 you’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.