HOW TO USE YOUR AMERIFLEX CONVENIENCE CARDsm
If you have a Flexible Spending Account with your employer, you can use your AmeriFlex Convenience Cardsm to pay for eligible expenses including:*
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*Check with AmeriFlex to be sure what expenses are eligible under your plan.
The money is automatically deducted from the pre-tax dollars set aside in your account when your card is used at a merchant with a point of sale terminal accepting MasterCard®. You can review statements online at www.flex125.com to keep you apprised of charges, contributions, and current balance(s) for the remaining plan year. Note that your card will be rejected if your bill is greater than your available balance.
Save all receipts to verify expense eligibility. For plan years starting on or after January 1, 2004 the IRS will require AmeriFlex to manually review a significant number of claims based on dollar amounts and location of card use. We will be requesting receipts from you based on your health plan parameters. Keep all of your receipts in a convenient location so that you can submit them when requested.
THE ADVANTAGE OF USING YOUR CARD
- Gives you more responsibility for managing your Flexible Spending Accounts
- Funds are accessed directly, which means no waiting for reimbursement
- Reduces the task of filling out time-consuming claim forms
- Avoid potential loss of unused funds through 24/7 Internet access to your account
- Your card can be used at qualified merchants that accept MasterCard®
ACCESSING FUNDS WITHOUT YOUR CARD
If a provider does not accept MasterCard®, simply submit your receipts for reimbursement to AmeriFlex using the FSA Claim Form just as you did previously.
**Please read all enclosures received with your card and remember to sign the back of your card before you use it.**
AmeriFlex, LLC - 303 Fellowship Road, Suite 201 - Mount Laurel, New Jersey 08054 -
888.868.FLEX (3539) - Fax 888-868-9363 - www.flex125.com
SAVE ALL RECEIPTS TO VERIFY EXPENSE ELIGIBILITY
The IRS may require verification of claims based on dollar amount and location of card use. It is important that you keep all of your receipts in a convenient location so that you can submit them when requested.
Participants will be notified via email if the claim is pending and additional verification is needed.
If a participant is asked to verify an expense and does not do so within a specified amount of time, the FlexCard may be turned off until such time the expense is verified.