How to make an online claim (mail)

This article goes through how to make an online claim and send your receipts in the mail. Click here for instructions on how to use our mobile app instead.

Online/Mail Claim Method

Pay for your expense first and then login to your online account to create a claim and apply for reimbursement.

1. Login to your account, and click on Claims. Depending on which benefit plan you have, you might see a variation of icon.

2. Read our pre-claim checklist carefully and have all the required documents on hand.

3. Enter the receipt information.

Dates have to be entered in the YYYY-MM-DD format (eg, March 4, 2014 is entered as 2014-03-04). Each receipt must be entered individually in the system, even multiple expenses that occurred on the same date.

Each claim is unique. When claim has been finalized, it cannot be reopened. For all resubmissions, create a new claim and reference the previous claim number in the spot provided.

4. Select the expense type from the drop down menu. Selecting the right one will create a new pop up box detailing the receipt requirements needed for the claim.

Note: Pay attention to the information under the Dental section, as those claims are often more complicated.

Enter the amount claimed without any $ or commas. Add a "Receipt Explanation" in the box provided if needed. Always claim your full receipt amount, even if the limit in your account is less.

5. Click “Add Another Receipt” to move into your next receipt. You can have multiple people's expenses on the same claim. Click “Submit the Claim for Processing” once all the receipts are entered.

6. Read our disclaimer confirming you have not claimed the expenses under any other coverage plan. Click "I agree" to accept.

7. Print the Claim Form. No signature required.

8. Click "Finish" and you have successfully created your first online claim! Mail your documents to our office so they can be processed.

Note: We recommend you keep a copy of your claim and receipts, incase the claim gets lost in the mail.

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