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10-10-2022 Council Packet
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10-10-2022 Council Packet
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<br />© 2019 Hitesman & Wold, P.A. MEDSURETY, LLC <br />Cafeteria Plan 1-888-816-4234, www.medsurety.com <br />Basic Plan Document <br />19 <br />6.7 Reimbursement-Type Account Balances. Participants can obtain a statement of their <br />account balances for the reimbursement-type accounts on the Claims Administrator’s website. <br />6.8 Claim for Benefits. This Section addresses the requirements for claims for reimbursement -type <br />Optional Benefits offered under the Plan and the provisions of general applicability, regardless of <br />whether the Optional Benefit is subject to ERISA. Claims require ments for other Optional <br />Benefits shall be handled in accordance with the governing documents for those Optional <br />Benefits. <br />A Participant may apply to the Claims Administrator for reimbursement of eligible expenses <br />incurred during such Plan Year (and applicable Grace Period) by submitting a paper claim, or, if <br />provided in the Adoption Agreement, through electronic payment as described below: <br />(a) Paper Claims. A Participant may make a claim by completing a claim form and <br />submitting such form to the Claims Administrator via email, facsimile, mail, or the Claims <br />Administrator’s website setting forth at least the following: <br />(1) The amount, date and nature of the expense, including the identity of the <br />individual who incurred the expense; <br />(2) The name of the person or entity to which the expense was paid; <br />(3) The Participant’s statement that the expense has not been reimbur sed and the <br />Participant will not seek reimbursement for the expense; and <br />(4) Such other information as the Claims Administrator may require. <br />Such claim form shall be accompanied by such bills, invoices, receipts, explanations of <br />benefits (“EOB”) issued by a health plan, or other statements from an independent third <br />party as is necessary to establish that an eligible expense has been incurred and the <br />amount of the expense. The Claims Administrator is entitled to rely on the information <br />provided on the claim form in processing claims under this Plan. Where circumstances <br />beyond the Participant’s control prevent submission within the described time frame, <br />notice of a claim with an explanation of the circumstances may be accepted by the <br />Claims Administrator as a timely filing. Claims shall be determined in accordance with <br />Article VI. <br />Reimbursement shall be made weekly or pursuant to a schedule established by the Pla n <br />Administrator and Claims Administrator. Claims (including all information substantiating <br />the claim) must be submitted by the deadline established and communicated by the <br />Claims Administrator. Reimbursements shall be made from the Participant's respecti ve <br />reimbursement-type account for eligible expenses incurred during the applicable Plan <br />Year for which the Participant submits the required documentation. <br />(b) Electronic Payment Cards – Health Flexible Spending Accounts. If provided in <br />the Adoption Agreement, a Participant may receive reimbursement of an eligible expense <br />under the Health Flexible Spending Account and the Limited Scope Health Flexible <br />Spending Account (as applicable) by use of an electronic payment card at the time the <br />eligible expense is incurred. A Participant must elect to use the electronic payment card, <br />and must agree to abide by the terms and conditions of the electronic payment card <br />program as set forth in a separate agreement with the electronic payment card provider. <br />If required, Participants must execute a new agreement prior to the start of each Plan <br />Year. In addition to the terms and conditions of the electronic payment card program, <br />the use of the electronic payment card shall be subject to the following conditions:
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