Reimbursement Guidelines

Medical Flexible Spending Account (FSA)

For medical expenses, the IRS requires:

  • Date service was received or purchase made
  • Description of service or item purchased
  • Dollar amount
  • Provider or store name
  • Prescription drug number and name

Helpful hints for a smoother reimbursement from your Health FSA:

  • In most cases, the Explanation of Benefits (EOB) provided by your insurance carrier provides all of the required information needed to process your reimbursement.
  • If you receive a receipt from your provider for a copay amount, make sure the receipt says “copay.” If not, ask your provider to write “copay” on your receipt before leaving the office.
  • Vague or missing information causes your reimbursements to be held up or become ineligible, so hang on to your receipts and documentation.

Dependent Care Accounts (DCAP)

For dependent care expenses, the IRS requires:

  • Dates of service
  • Dollar amount incurred
  • Daycare provider name
  • Daycare provider Tax ID or Social Security Number
  • Daycare provider signature


  • Helpful hints for a smoother reimbursement from your DCAP:

  • Day care expenses must be rendered (not just paid) in order to receive reimbursement. If you prepay day care, please submit only as incurred. Registration fees cannot be reimbursed until the services are actually incurred.
  • Report your dependent care provider’s Tax ID (TIN) or SSN on IRS Form 2441 when you file your federal income tax return.
  • Vague or missing information causes your reimbursements to be held up or become ineligible. Hang on to your receipts and documentation.