If you were enrolled in the Flexible Spending Accounts (Health Care and/or Dependent Day Care FSA) in 2015, you have until the end of the run-out period to submit claims and documentation for eligible expenses incurred during the period of January 1, 2015 through December 31, 2015. The run-out period ends on March 30, 2016.
The IRS allows up to $500 Health Care FSA funds to be carried over to the following year. If you have a Health Care FSA balance remaining in your 2015 account in excess of $500, the IRS requires that the excess be forfeited if not filed by 3/30/16. There is no carryover feature for Dependent Day Care FSA—these funds must be used for services incurred by December 31, 2015.
Please remember that the IRS requires appropriate documentation when submitting a claim. All medical, dental and vision claims must include the following:
- A completed and signed claim form.
- Either an Explanation of Benefits (EOB) statement from your insurance company OR an itemized statement from the provider showing provider’s name, address, patient name, date and description of service and amount paid.
There are multiple ways in which you can submit your 2015 claims to TASC. Please note that the instructions below are specific for submitting 2015 claims during the run-out period, NOT 2016 claims.
1) File a claim online
- Go to www.tasconline.com/, enter your username and password, then click Login.
- Select “I want to: Request a Reimbursement” from your home screen.
- Enter your claim information; type of expense, date of expense, service provider and amount of expense. To add additional claims, select Continue.
- You will have to upload supporting documentation. Accepted files are PDF, PNG, JPG or TIF.
- Press Submit Requests.
2) File a claim via fax or mail
- Print FSA Reimbursement Claim Form.
- Complete all fields, making sure to sign and date the form.
- Submit completed claim form and itemized receipts to TASC via:
- FAX: 1-877-231-1287; or MAIL: TASC
P.O. Box 7511
Madison, WI 53707-7511
3) File a claim using the Mobile App
- Download the MyTASC Mobile App
- Enter your username and password, then click Login.
- Select Reimbursement.
- Enter your claim information; type of expense, date of expense, service provider and amount of expense.
- You will have to attach supporting documentation (may take a picture of receipt, or select an existing picture from your phone)
- Press Submit Reimbursement. If you successfully submit a claim via mobile app, your phone will display a reference number.
If you have unsubstantiated claims for the 2015 plan year, you must submit additional documentation to validate the ‘unsubstantiated’ claims. Review your account activity and other claims to confirm that all expenses were approved by TASC and no additional documentation is needed to validate an expense. You may do this by logging on to your account at www.tasconline.com, and clicking on “View Needed Documentation.” If unsubstantiated claims are unresolved by March 30, 2016, wages may be garnished.
Do not wait until last minute to send. All claims and documentation must be received by TASC by 3/30/16.
For questions contact 1customercare@tasconline.comor TASC Customer Service at 1-844-786-3947 (Monday-Friday, 8:00 a.m. to 5:00 p.m. CST).
Source: UW System Administration