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Save your receipts

You may be required to provide a receipt or Explanation of Benefits (EOB) to document a qualified expense, so it is important to note the required information for a receipt.

Name of person incurring the expense
Date of service
Amount charged
Merchant/Provider name
Type of service or prescription number

An EOB or an invoice from your provider are good examples of receipts that are likely to include the necessary information.

Examples of acceptable receipts, including an explanation of benefits and provider invoice and Example of an unacceptable receipt. Standard cash register receipts typically do not include adequate detail to substantiate a claim because they don't include the name of the person incurring the expense or the type of service.

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The planning tools and information calculators are illustrative only, and accuracy is not guaranteed. They are intended to provide a comparative tool for various consumer health care options and potential costs and savings of those options. Bank of America and its affiliates are not tax or legal advisors. The calculators are not intended to offer any tax, legal or financial advice and do not assure the availability of or your eligibility for any specific product offered by Bank of America or its affiliates. Please consult with qualified professionals to discuss your situation. This site may contain links to third-party content, which may be articles, videos, or calculators, regarding health plans only as a convenience. Some articles, videos and calculators may have been written and produced by third parties not affiliated with Bank of America or any of its affiliates.

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