Q. - What type of documentation is needed for a Prescription to be reimbursed from a Health FSA?
A. - To be reimbursed for a prescription under a Health FSA, the participant must provide documentation that meets IRS requirements.
Required Documentation
Submit a receipt or pharmacy statement that includes the following details:
- Patient Name: The name of the individual the prescription is for.
- Pharmacy Name: The name of the pharmacy where the prescription was filled.
- Fill Date: The date the prescription was filled (not the pick-up or payment date).
- Prescription Number: The unique identifier assigned to the prescription.
- Amount Paid: The cost of the prescription being claimed.
What Is Not Accepted?
- Credit card receipts or billing statements without the required details.
- Generic terms or incomplete descriptions (e.g., “medication” instead of the specific prescription information).
Providing accurate and complete documentation ensures a prescription claim is processed without delays.
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