If the eligible expenses can be reimbursed through a healthcare plan, you must submit the expenses to that plan first. You will receive an Explanation of Benefits (EOB) statement, which explains the benefits paid and/or denied by your healthcare plan. Attach the EOB to the Flexible Spending Account (FSA) Reimbursement Claim Form.
If the eligible expenses are not reimbursable by any other source, you must provide an itemized receipt, which contains all of the following information:
Service provider name/address
Date of service (date expense was incurred, not paid)
Itemized description of expense
Amount of expense
Amount paid
Note: Balance due statements are NOT adequate to properly evaluate claims