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FLEXIBLE SPENDING ACCOUNTS 2018

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Year End FSA FAQ
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HCFSA Claim Form
DCFSA Claim Form
Medical Necessity Form

 WageWorks * 877-924-3967 * www.wageworks.com

FSA SPOTLIGHT

2017 CARRY OVER BALANCE

If you have a balance of $500 or less remaining in your 2017 Health Care FSA (WageWorks) account on March 31, 2018, that balance will be "carried over" (added) to your remaining 2018 balance on April 15, 2018.  You may then use those funds to pay for 2018 incurred expenses.  To access your WageWorks account, log in at www.wageworks.com.

For tips and more information about the year end process, check out the Year End FSA FAQ

TIPS FOR NAVIGATING WAGEWORKS

Phone Tree

  • When calling WageWorks, use the last four digits of your SSN as the unique identifier and the zipcode of your legal mailing address.
  • The balance that is given by the automated system will be your 2018 balance.  To obtain your 2017 balance, you will need to speak with a representative
  • To speak to a representative, wait on the line through various prompts, until you are eventually prompted to press "3" for all other calls.

Online System

  • When setting up your WageWorks account, use the last four digits of your SSN as the unique identifier, the month and day of your birthday and the zipcode of your legal mailing address.
ANNOUNCING IMPORTANT CHANGES TO YOUR FLEXIBLE SPENDING ACCOUNTS

Beginning January 1, 2018, your Flexible Spending Accounts (FSAs) will be administered by WageWorks (formerly Crosby Benefits). This transition will impact to whom and how you submit your claims during the 2017 runout period and beyond, as well as your card usage and systems log ins.

Please see the links below for a series of important communications regarding this transition.

 

Debit Cards
Crosby Cards Issued in Error - 12/29/2017
Letter from CHRO Scot Bemis - 01/08/2018

KEEP THIS CARD
DISCARD THIS CARD
 WageWorks Debit Card  CROSBY DEBIT CARD

If you have 2018 Contributions
New WageWorks cards were issued to those members with 2018 balances back in mid-December. These cards may be used immediately to pay eligible 2018 incurred expenses. 2017 incurred expenses MUST be submitted manually to WageWorks using the paper claim form (see link to claim forms below).

If you have 2017 Contributions Only
Those who do not have contributions in 2018, but still have a 2017 balance were mailed new WageWorks cards on 1/9/2018. For this group of people, your 2017 balance is available on your debit card to use on 2018 incurred expenses. 2017 incurred expenses MUST still be submitted manually to WageWorks using the paper claim form (see link to claim forms below).

Other Important Communications

Transition Announcement mailed to your home - 11/20/2017
Welcome and Important Dates Email - 12/21/2017
WageWorks Quick Start Guide - 12/21/2017

WAGEWORKS CLAIM FORMS

NEW CLAIM FORMS

NEW-WageWorks HCFSA Claim Form
NEW-WageWorks DCFSA Claim Form

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Health Care Flexible Spending Account (HCFSA)

Dependent Care Flexible Spending Account (DCFSA)

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Health Care Flexible Spending Account (HCFSA)

Allows you to use pre-tax dollars to pay eligible health care expenses not covered by your medical or dental plan

Eligibility

  • All benefits-eligible Faculty, Exempt, Non-Exempt and SEIU employees are eligible to contribute.
  • You may be eligible for a Dartmouth contribution if you:
    •      Are Faculty, Exempt, Non-Exempt, or SEIU.
    •      Make $60,000/year or less.
    •      Select the OAP medical plan or elect no medical coverage.

Key benefits

  • Set aside guaranteed pre-tax dollars that you can use during the year to pay for eligible medical expenses.
  • You can use your WageWorks debit card to pay for eligible expenses on day one, and even spend leftover HCFSA dollars athttp://thefsastore.com without substantiation.
  • The account can be used in conjunction with an HRA to help pay vision and dental expenses, copays and additional deductible and coinsurance amounts not paid by the HRA.

Other considerations

  • Some expenses will require substantiation as you spend. Keep your receipts for any expense that is paid by your HCFSA.•HCFSAs have strict year-end deadlines regulated by the IRS. All funds in excess ofthe$500 carryover will be forfeited.
  • Unused HCFSA funds are forfeited if you leave Dartmouth.

hcfsa

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Dependent Care Flexible Spending Account (DCFSA)

Allows you to use pre-tax dollars to pay for childcare or care for an elderly or disabled family member

Eligibility

  • All benefits-eligible Faculty, Exempt, Non-Exempt, and SEIU Employees may contribute.
  • Research Associate Bs and Research Fellows are not eligible to participate in the DCFSA.
  • You may NOT contribute to a DCFSA while you or a spouse is not working (i.e. leave of absence, hiatus, unemployed, etc.)

Key benefits

  • Funds can be used tax-free to pay qualified dependent care expenses, including:
    •      Child care services
    •      Nannies
    •      After school programs
    •      Summer day camps
    •      Adult day centers for aging parents
    •      Nursing care for dependents with handicaps
  • Funds are available as they are deposited.

Other considerations

  • Qualifying dependents may be defined as children under the age of 13, or a child or relative who is physically or mentally incapable of self-care.
  • Claims are submitted manually, using the form found at dartgo.org/hrforms
  • DCFSAs have strict year-end deadlines regulated by the IRS. All funds not used by the end of the grace period of March 15th will be forfeited.

dcfsanew

Last Updated: 4/11/18