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The Flex Convenience Card

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Title: The Flex Convenience Card


1
The Flex Convenience Card
The Flex Convenience Card ReimbursementProcess
2
Receive Instant Reimbursement for your Eligible
Expenses
  • ProBusiness will provide you with a reimbursement
    account FLEX CONVENIENCE CARD, enabling you to
    access your funds immediately upon receipt of
    services

3
Receive Instant Reimbursement for your Eligible
Expenses
  • The Flex Convenience Card
  • can be used for
  • Health Care Spending Accounts
  • Dependent Care Accounts
  • Transportation Reimbursement Accounts

4
Where Can I Use My Flex Convenience Card?
  • Examples of qualified locations and providers
    include
  • Hospitals
  • Physician offices
  • Dental offices
  • Vision Service providers
  • Pharmacies
  • Parking Garages/Lots
  • Participating Transportation Offices
  • Anywhere MasterCard is accepted as a form of
    payment.
  • If your qualified provider does not accept
    MasterCard as a form of payment, cardholders
    will need to pay by cash or check and submit a
    manual claim form.

5
IMPORTANT! Keep Your Card Transaction Receipts
  • IRS regulations require eligibility review of all
    card transactions
  • You will not need to complete and submit a
    reimbursement claim form
  • You will be requested to submit your card
    transaction receipts for eligibility
    determination on most purchases

6
Can I Use the Flex Convenience Card at an ATM?
  • The Flex Convenience Card is NOT eligible for
    use at ATMs, or other unqualified merchant
    locations and the purchase will be denied at
    point of sale if attempted

7
What Happens if I Mistakenly Use My Flex Card
for Unqualified Purchases?
Example Pharmacy Transaction Medication
co-pay Soda An eligible expense NOT an
eligible expense
8
Flex Convenience Card User Responsibilities
  • Upon enrollment and with each use of your Flex
    Convenience Card, you are bound under the terms
    of the cardholder user agreement, which is
    provided upon receipt of your card. The user
    agreement outlines your responsibility as a
    cardholder. Please be sure to read your
    agreement carefully. ProBusiness can provide
    this agreement to you at any time, if you have
    misplaced it.
  • If you use the Flex Card for an unqualified
    purchase, your account will be considered
    overpaid and your card will be temporarily
    deactivated.
  • You will be requested to reimburse your account
    for the full amount of the ineligible expense.
    ProBusiness will provide detailed instructions
    with regard to the payback process should you
    purchase an ineligible item.
  • Until such time you have satisfied the
    overpayment on your account, your card will be
    denied at point of sale if use of the card is
    attempted.
  • Continued misuse of the card is considered a
    violation of the cardholder agreement which will
    result in permanent deactivation of your card.

9
Reimbursement Process If You Are Unable to Use
the Flex Convenience Card
  • If you are unable to use your Flex Convenience
    Card,
  • complete sign a reimbursement claim form
  • For Health Care include EOBs, co-payment
    receipts, super bills with a description of
    the service provided, service date(s) and out of
    pocket costs (copies are recommended)
  • For Dependent Care include receipts for
    expenses or have the care provider sign the claim
    form. The providers tax ID number or social
    security number must be provided on the claim
    form.
  • For Transportation expense reimbursement include
    receipts for parking, transit and vanpool (copies
    are recommended)

10
Dont Forget . . .
  • If you are submitting a paper claim..
  • To sign the claim form
  • To indicate the amount being requested
  • Supporting claim documentation - the IRS does
    not allow
  • cancelled checks
  • credit card receipts
  • balance-due statements

11
Paper Claim Reimbursement Process
  • Mail or fax your signed reimbursement form
    documentation to us
  • Reimbursements will occur according to the
    reimbursement schedule in your welcome packet
  • Questions?
  • Call us 1-800-269-0020
  • Fax us 1-800-269-5231
  • bsa_at_probusiness.com
  • www.probusiness.com

12
A Division of ADP National Accounts
It Pays
to participate!
Enroll in your Reimbursement Account Plans
today!
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