Accessible Navigation. Go to: Navigation Main Content Footer

 


FLEX SPENDING ACCOUNTS




What are Flex Spending Accounts (Optional Reimbursement Plans)?
Optional Reimbursement Plans (also known as Flex Spending Accounts) offer an employee the ability to defer pretax earnings into a spending account to pay out-of-pockets costs for family medical and dependent daycare expenses.




How can I find out the balance of my Optional Reimbursement Account?
Visiting Flex Connect will provide you with this information.




Medical Care Spending Account - Eligible expenses include, but are not limited to, annual deductible, co-payments, amounts remaining after the plan has paid benefits, orthodontia expenses, hearing aids and exams, travel to and from your doctor's office, and any other medical expenses (except health care premiums) that could be deducted for you and your dependents on your Federal income tax return.




Dependent Daycare Spending Account - Eligible expenses include most non-educational, non-medical daycare costs incurred through the use of a licensed daycare center or babysitters' services inside or outside the home. Eligible dependents include children under age 13, and older dependents if they are mentally or physically incapable of taking care of themselves.




How do I sign up for Optional Reimbursement Plans?
New employees can sign up for Medical or Dependent Care Optional Reimbursement Plans during the first 31 days of employment. There is an open enrollment/change window period each year, prior to the beginning of the new enrollment year beginning July 1st. Notices are sent to employees to advise them of the enrollment period each year. You must actively sign up for these optional accounts each year.




How do I claim money from my Medical Reimbursement Account?
Medical Reimbursement Plan claim forms may be obtained at Human Resource Services or from Flex Connect. To submit a claim, complete the form and attach either a copy of an Explanation of Benefits (EOB) from the insurer showing what they have paid and the remaining balance OR a bill from your provider reflecting the amount that will not be paid by your insurer.

Send the form and the copy of the EOB or provider's bill to:

Insurance Coordinators
55 West 14th Street, Suite 101
Helena, Montana 59601

.




How do I claim money from my Dependent Care Reimbursement Account?
Dependent Care Reimbursement Plan claim forms may be obtained at Human Resource Services or from the Flex Connect. To submit a claim, both you and your dependent care provider will need to complete the claim form. If you have recurring day care expenses, you have the option to set up an automatic reimbursement process.

Send the completed claim form to:

Insurance Coordinators
55 West 14th Street, Suite 101
Helena, MT  59601

RESOURCES



Human Resource Services

Emma B. Lommasson Center
Room 252

The University of Montana

Missoula, MT 59812

Phone: 406-243-6766

Fax: 406-243-6095