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, only $500 of unused funds can rollover each year to the next calendar year.
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.
Meritain is the plan administrator for both the medical and dependent care reimbursment accounts. The Customer Service number is (800) 566-9305. You can access claim information online at www.meritain.com.
Enrollment Form 2018 - Complete this form to enroll in the 2018 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 the Office of Human Resources. For claims under the 2017 calendar year, the form must be submitted by March 31, 2018.
Minikit Flexible Spending Account 2018 - Enrollment guide detailing your flexible spending account.
Summary Plan Description - Summary Plan Description for Flexible Benefits Plan
Amendment - Amendment #1 to the Flexible Benefits Plan
Flex Participant Manual - Participant Manual