P & A Administrative Services, Inc.                                                           Today’s Date:  ________________

Flexible Spending Account Claim Form                                                 # of pages:  ___________

 

        NEW CLAIM

 

        DEBIT CARD DOCUMENTATION

 

        RESUBMISSION                                This claim is for the plan year beginning July 1, 2008

 

Employer Name:

                                TOWN OF CARY

     Please check if this is a new address

Employee Name:

Employee Mailing Address:

Last 4 digits of Social Security Number:

City, State, Zip:

E-mail Address:

Daytime Phone Number:

 

 

 

            Medical Expense Reimbursement Account               Total Amount Requested______________

 

            Dependent Care Reimbursement Account Total Amount Requested______________

 

 

Date of

Service

Employee, Spouse or Dependent

Amount

Requested

Type of

Service

Service Provider or RX #

1.

 

 

 

 

2.

 

 

 

 

3.

 

 

 

 

4.

 

 

 

 

5.

 

 

 

 

 

1.        Enclose insurance company statement or itemized bill from provider showing date of service, services rendered, provider of service, amount paid and, if applicable, amount covered by insurance.

2.        Please number each item according to its order of appearance on this form.

3.        IRS guidelines do NOT consider cancelled checks as valid documentation.

4.        Previous balances are NOT acceptable.

5.        Complete all information on claim form including signature and date.

6.        All reimbursements will be made payable to the employee.

 

I certify that these expenses for which reimbursement is claimed from the Flexible Spending Accounts have been incurred by me and/or my eligible dependents and are not, and will not, be payable by any other plan and will not be deducted on my federal, state or local income tax returns.  (Claim forms not signed will not be processed.)

 

 

EMPLOYEE’S SIGNATURE_____________________________________________________DATE________________

 

For faster service, fax claims to:

1-877-855-7105 (toll free)

Or mail to:  Flex Department, P&A Administrative Services, Inc., 17 Court Street, Suite 500, Buffalo, NY 14202-3204

Visit our website to access account information:  www.padmin.com