You should use your PayFlex debit card to pay for pharmacy and medical expenses that are approved by the IRS. Once you register on the PayFlex site, you may login to your PayFlex account at stateoftn.payflexdirect.com and click on “Help & Support” or “Quick Tips” on the account dashboard to see a list of common eligible expenses.
Limited Purpose FSA
You should use your PayFlex debit card to pay for vision and dental expenses that are approved by the IRS. Once you register on the PayFlex site, you may login to your PayFlex account at stateoftn.payflexdirect.com and click on “Help & Support” or “Quick Tips” on the account dashboard to see a list of common eligible expenses.
NOTE: While the debit card may be used to pay for expenses from your medical FSA and limited purpose FSA, it is a benefit and not a right. There may be times when PayFlex allows a payment to process because the card identifies the merchant as a dentist or a pharmacy, but they cannot see that it is for an IRS-approved expense. If this is the case, they will send you a letter, email or alert, depending on your preferences when you set up your online access. If you receive such a letter, please provide the full explanation of benefits (EOB) from your dental or medical insurance company (not a summary sheet and not a statement or bill from the provider; PayFlex must see how much your insurance paid and what your actual out of pocket expense was, after insurance). The IRS requires this of companies such as PayFlex. You may upload the substantiating documentation on the PayFlex website or app, fax, email or mail it to PayFlex. If you do not provide the requested documentation, your card will be deactivated. You will still have access to your funds, but you will be required to file paper claims with PayFlex.
Dependent Care FSA
You can only spend what you have contributed to your dependent care flexible spending account (DC-FSA). For dependent care claims, you will need to file a paper claim with PayFlex for reimbursement. You can also set up your bank account information on the PayFlex website so that you can issue a payment directly from PayFlex to your dependent care provider. Or, you can make a payment via your own personal check. You’ll need to keep your provider’s receipt for tax purposes and then deduct the funds from your DC-FSA to go back into your bank account. Please keep copies of all receipts for IRS tax purposes or in case of audit.
Transportation and Parking
Please send all Transportation and Parking reimbursement requests to Benefits Administration (BA) for processing. You will need to use the form found on the BA website under the heading Flexible Benefits Reimbursement. Transportation expenses that the IRS approves for use from your transportation flex account are those expenses used to help you travel to and from work such as mass transit and bus. Only work-related eligible expenses can be reimbursed under the commuter benefits plan. These expenses are defined by Internal Revenue Code Section 132. Oil changes, car repairs and similar expenses ARE NOT reimbursable expenses under the transportation FSA or parking FSA and such claims will be denied.
Here is the reimbursement form:
Fill out the form and return it to BA by mail, fax or email by following the instructions. After your claim has been received, audited and entered into Edison, you can generally expect your reimbursement in two to four business days. The funds that are reimbursed will be deposited into the same account that your payroll check goes into.
If you have questions, please call Benefits Administration at 800-253-9981 and select option 6.