Reimbursements from the Health Care and Dependent Care Pre-Tax Expense Accounts for expenses incurred for the Plan Year July 1, 2003 to June 30, 2004 can be submitted until September 30, 2004. Requests can be sent via fax or mail, as listed below:
These reimbursements are based on receipts for expenses incurred between July 1, 2003 and June 30, 2004. Expenses are considered incurred on the day the service is provided, not when you are billed or when the providers are paid. Keep in mind that for services partially covered by a health plan, you must submit an Explanation of Benefits (EOB) along with your reimbursement request. If you have not received your EOB from your provider by the September 30 deadline, you must still file your claim by September 30, and then forward the EOB when you receive it. Note on your claim form that you are waiting for your EOB.
If you have a Pre-Tax Expense Account, you can download reimbursement forms and view your account balance and activity by logging on to www.pennbenefits.upenn.edu.
To speak to a customer service representative about your account, call the Penn Benefits Center at 1-888-PENNBEN (1-888-736-6236) and select Option 3.
—Division of Human Resources
Almanac, Vol. 51, No. 2, September 7, 2004
September 7, 2004
Volume 51 Number 2