Deadline: Spending Account Claims Submission
March 31, 2025
Employees who had 2024 flexible spending accounts—including health care flexible spending accounts (FSAs), limited purpose flexible spending accounts (LPFSA) and/or dependent care flexible spending accounts (DCFSA) as well as health reimbursement arrangements (HRA)—have until March 31 to submit claims for reimbursement for expenses incurred in 2024. Any funds remaining in accounts after March 31 will be forfeited.
As a reminder, the IRS requires that all of these claims require substantiation with supporting documents that meet certain IRS requirements. Additionally, funds can only be used for IRS-qualified medical expenses. Substantiation must also be provided by March 31. Claims not substantiated by the deadline will be reported on your 2025 W-2 and taxed accordingly.
Claims may be submitted using the HSA Bank Reimbursement Request Form or online at www.hsabank.com or via the HSA Bank app: log in, click “File a Claim,” select the account and follow the prompts to submit supporting documentation and enter the claim details.
Questions regarding unsubstantiated claims should be directed to HSA Bank at 800-357-6246. Questions regarding tax should be directed to a tax advisor or HSA Bank.
To request a disability-related accommodation, please contact the Office of Institutional Equity at oie@pnw.edu or (219) 989-2163 five days prior to the event.
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