FLEXIBLE SPENDING ACCOUNTS (FSA) 2020

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INFORMATION
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WAGEWORKS
FORMS
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Eligible Expenses
Health Care
Dependent Care
WageWorks Website
The FSA Store
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Comparison Chart
How to create
a WageWorks
Account
Medical Plans
Form imageHCFSA Pay Me Back Claim Form
WageWorks debit card claims
must be uploaded through
the website or the EZReceipts
phone ap
DCFSA Claim Form
Medical Necessity Form

 877-924-3967

www.wageworks.com


OPEN ENROLLMENT SPOTLIGHT

YEAR END DEADLINES ARE COMING

If you had a Flexible Spending Account in 2019, don't forget that you need to submit your 2019 incurred FSA claims to WageWorks prior to the March 31, 2020 runout deadline.  Only $500 of your Health Care FSA balance will carry over into 2020, so any amount greater than $500 will be forfeited. 

All Dependent Care FSA funds must be spent by March 15th, and submitted for reimbursement prior to the March 31, 2020 runout deadline. Any remaining DCFSA funds will be forfeited. 

ADDITIONAL REMINDER:  Do NOT use the Health Care FSA debit card in 2020 to pay for 2019 incurred expenses.

Please take a moment to review our FSA FAQ:

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FSA SPOTLIGHT

FSA ACCOUNT MANAGEMENT

ACCOUNT MANAGEMENT

If you need assistance managing your WageWorks online account, please click on the icon below for helpful tips and information.

Wage Works Account Management
How to set up your WageWorks account

Once you have set up your WageWorks account online, you may download the EZReceipts app onto your smartphone and submit claims by simply entering a few pieces of key information and taking a photo of your receipt. If you continue to have trouble registering or managing your account online, please contact the benefits office at 603-646-3588.

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 current calendar year balance.
  • 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.
YOUR WAGEWORKS DEBIT CARD

WageWorks Debit Card

If you have contributed to or received an employer contribution into a Health Care Flexible Spending Account with WageWorks, you will automatically receive a debit card that can be used at the time of service for paying expenses incurred in the current calendar year.  You cannot use this card to pay for expenses incurred in a different calendar year.  If you did not receive a card, please call WageWorks at 877-924-3967.

To substantiate a debit card transaction you must log into the WageWorks system or use the EZReceipts app and click on "Card Receipt" then upload your documents.

WAGEWORKS CLAIM FORMS

CLAIM FORMS

These claim forms can only be used for "Pay Me Back" claims.  They cannot be used to substantiate a debit card transaction.

WageWorks HCFSA Claim Form
WageWorks DCFSA Claim Form


Flexible Spending Accounts 101

Want to learn more? click here

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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 of up to $250 if you:
    • Are Non-Exempt or SEIU; or are Faculty or Exempt and make $60,000/year or less; AND
    • 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 at thefsastore.com without substantiation.
  • The account can be used in conjunction with an HRA to help pay vision and dental expenses, co-pays, 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 of the $500 carryover will be forfeited.

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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.

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