Receipt Requirements for Reimbursement

Edited 4 months ago

When it is time to submit a claim to your HSA/FSA administrator for reimbursement, submitting a receipt with five key points of information will help your administrator review the claim. 

A receipt needs to include…

  • The provider name (merchant name)

  • The patient name (customer name that matches the name on the LMN)

  • The date of service (or purchase)

  • The product/service name 

  • The product/service description

Product/Service Description Tips

Specifically looking at the product description, a description with vague terms like “membership,” “program,” or “class” can be flagged by administrators. A receipt should include a detailed description that clearly describes the product or service being received.