Limited Purpose FSA - Managing Your Account


Online Account Management

Online account management allows you to:

  • View your account activity and balance online

  • Request an electronic check, one time or recurring bill payments, such as orthodontics

  • Update your contact information

  • Order additional debit cards (will only receive 1 debit card when enrolled with HSA and Limited Purpose)

Verify Card Purchases

Learn more about required documentation for your purchases and how to verify your purchases in the PayFlex Card Guide.

Setting Up Your Account with PayFlex

About a week after your enrollment, go to PayFlex.com to create an account login.


Here are the directions to create your account login at PayFlex:

  1. Go to PayFlex.com
  2. Follow the instructions to create/access your account.
  3. Click on the “Employee Account Login” link at the top of the page.
  4. On the next screen click on the “REGISTER” link.
  5. In the Member ID box you will enter in your Social Security Number (with no dashes).
  6. In the Zip Code box you will enter in your home zip code.
  7. Follow the request of the instructions to complete your account activation. Make sure to read through the online service/fee agreement, check the box that says, “I have read and agreed to the service/fee’s agreement” and click “Continue."

Accessing Your Limited Purpose FSA

  • Debit Card: PayFlex will issue a MasterCard debit card. You can use your debit card for expenses at most pharmacies and physician offices. In order to receive your debit card you must first activate your account within the PayFlex/HealthHub website. Once you receive your debit card, follow the instructions enclosed with your card to activate it. You can request another card at no cost by contacting PayFlex.

  • Online Banking: PayFlex offers banking features for participants
    • View your account activity and balance online
    • Request an electronic check, one time or recurring bill payments, such as orthodontics
    • Submit claims
    • Update your contact information
    • Order additional debit cards (HSA, Limited Purpose, and HealthCare Debit Card option)

 

Filing a Claim for Reimbursement

  • Online Banking: Claims can be filed online at the PayFlex website for services not paid for with the debit card. Claims should be filed using the "File a Claim" link on your account page.

  • Debit Card: If claims are paid for with the PayFlex debit card, you will need to save the receipt and provide a copy to substantiate the claim if requested.

 

Deadline for Filing a Claim for Reimbursement

  • Year end:  You have until March 31 to file claims for expenses incurred during the prior plan year. Any money left in the account after March 31 will be forfeited.

  • Mid-year termination of participation:  If you retire, leave the organization or cancel your FSA account mid-ear, you have 90 days to submit your claims to PayFlex for reimbursement. Any money left in the account will be forfeited.

 More Information