Filing a Claim

When you want to either make a payment to a provider or reimburse yourself using funds in your health and benefit account(s) (FSA, LPFSA, DCFSA, HRA or Commuter Benefits), you will need to file a claim. You can file a claim on the member website, on the MyHealth app, by mail or fax.

Member website

  • Select “File a Claim” > choose the account you want to pay “From” > choose who to make a payment “To.”
    Note: When choosing “Someone Else,” you’ll be prompted to add or select a payee.
  • Upload your receipt.
  • Follow the on-screen instructions > “Submit.”

MyHealth app

  • Select “File a Claim” > “Add a New Payee” or “Pick a Payee.”
  • Enter the required claim details.
  • Upload your receipt > “Submit”
    Note: When you use a receipt from the Receipt Organizer it will display with a green “Used” indicator at the top right.

Mail or fax

  • Download the Health Account Reimbursement Request Form from the member website: “Tools & Support” > “Account Support & Forms.”
  • Fill out the form.
  • Fax or mail it to Bank of America.

Deadlines for filing claims

For details on filing deadlines, find your plan in the “Accounts” section on the homepage. Mouse over the information to the right of the plan name and a pop-up will appear showing you the key dates for your account.

Note: You cannot use your debit card for any prior year claims. They will need to be processed via the member website or mobile app. Learn more.

Tip: You can choose to receive text alerts on your claim status. On the member website: “Message Center” > “Update Notification Preferences.”