Flexible Spending Accounts
Regular full-time and part-time employees are eligible to enroll in a Medical Expense and/or Dependent Care Reimbursement Fund. These programs allow employees to direct pre-tax dollars into a fund to reimburse the employee for expenses incurred for medical and/or dependent care. The tax savings realized will vary among employees, dependent upon income level, tax bracket and filing status. IRS regulations require that money directed into the account each year must be used for expenses incurred that year. Since employees have the advantage of putting pre-tax dollars into the account, the IRS requires that employees bear some risk in planning. As a result, any money left in the account at the end of the year is forfeited.
Enrollment into either of these funds is only allowed due to the following:
- Within 31 days of hire
- During open enrollment in the month of November each year for the following calendar year
- Within 31 days of a qualified life status event
For your convenience you may download and print the following flexible spending account forms. You may also obtain these forms and additional information in Human Resources.
As of January 1, 2007 Meritain is the plan administrator for both the medical and ependent care reimbursment accounts. The Customer Service number is 866-448-1696 and is located on the back of your Benny card. In addition, by enrolling on-line at www.mybenny.com you will be able to access information on your account, claims and balances.
Enrollment Form 2015 - Complete this form to enroll in the 2015 Medical Expense and/or Dependent Care Reimbursement Ascounts.
Health/Dependent Care Account Reimbursement Request Form - Complete this form when requesting reimbursement for your health and/or dependent care. The form and all receipts must be mailed directly to Meritain, NOT your Human Resources office. For claims under the 2014 calendar year, the form must be submitted by March 31, 2015.
A Guide to Your Flexible Spending Account 2015 - Enrollment guide detailing your flexible spending account.
Summary Plan Description - Summary Plan Description for Flexible Benefits Plan
Amendment - Amendment #1 to the Flexmible Benefits Plan
Flex Participant Manual - Participant Manual
The Right Balance: Look Over the Counter - Flyer detailing guidelines for over-the-counter medications and supplies for Flexible Spending Accounts.