©2014 BusinessPlans, Inc. – myCafeteriaPlan | In California DBA: BPI Flex Administrators

For more information please contact Customer_Service@myCafeteriaPlan.com or call (800) 865-6543

Debit Card - Save All Receipts

myCafeteriaPlanFlex Debit Card - Save All Receipts!Welcome to myCafeteriaPlan®! Your employer has provided you with the convenience of the Flex Debit Card to pay for your eligible cafeteria plan expenses, at the point of sale. For maximum convenience and savings, there are a few important things to know when using your flex debit card.

1. Sometimes you may need to provide a receipt.Expenses that can be automatically approved according to IRS regulations include:

• Prescriptions purchased at IIAS1 merchants• Co-pays associated with your employer’s group health plan• Recurring expenses - you’ll need to submit a receipt for the first claim, but if the amounts and

providers match subsequent charges, those claims will auto-approve.

Expenses that most often require receipts:• Dental & Vision expenses• Expenses that do not match co-pays for your group health plan• Co-Insurance or deductible expenses

2. If we need your receipt, we’ll let you know.The Provider is paid immediately; notification is for additional documentation to ensure the IRS regulations are met. Receipt requests are sent by email* on the following schedule:

• The 1st receipt request will be sent out the day your claim has processed• 45 days later a second receipt request is sent • 60 days after the claim is processed a final receipt request is sent • At 68 days debit cards are automatically suspended until the receipt is received• 75 days after the claim is processed the claim will automatically be denied and a request to

repay the plan will be sent if proper documentation has not been received

*Please make sure your email address is up to date. You can check your email address by log-ging into your account at www.mycafeteriaplan.com. If an email address is not on file, we will mail a letter via USPS. All notifications are also placed on your online account.

3. Receipts should contain 5 pieces of information.When you use your Flex Debit Card, please ask the provider for an itemized statement. The statement should include the following:

1. Provider name2. Patient name3. Date of Service4. Service Provided5. Amount charged

You may also submit an EOB (Explanation of Benefits) statement from your insur-ance company for dental and vision expenses, or for medical claims that do not match your group health plan co-pay.

myCafeteriaPlan provides multiple methods for submitting documentation so you can choose which is easiest for you. Receipts can be sent by fax, mail, mobile

app, or online. It is very important to submit documentation when requested in order to remain eligible for the tax advantage provided by your cafeteria plan and continue using the convenience of the Flex Debit Card.1 Inventory Infomration Approval System - To learn more about IIAS and find out what stores qualify, you may access https://www.sig-is.org/.

Debit Card - Save All Receipts.indd 1 8/11/2014 9:25:32 AM

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Debit Card - Save All Receipts.indd 2 8/11/2014 9:25:32 AM