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.
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
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.
Receipt
Reimbursement
HSA
FSA