Receipt Requirements for Reimbursement

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.