Flexible Spending Accounts (FSA) - Deadlines and Checking Balances for 2007
Did you know that participants who have Flexible Spending Accounts for either Healthcare or Dependent Day Care expenses may access their ADP account balances online? It’s easy!
To view your personal balance information and claim reimbursement history go to the Yale Employee Self-Service site at www.yale.edu/benefits and follow the instructions outlined below:
- Click on Employee Self-Service in the upper left-hand corner.
- At the CAS (Central Authentication Service) Screen, employees should enter their Yale Net ID and password.
- Once in Employee Self-Service, under the section labeled “My Personal Benefits,” click on the View button to the right of “ADP Flexible Spending Claims.”
Remember, participants should plan to use their 2007 FSA balances by December 31, 2007, and claims for 2007 must be submitted to ADP no later than April 30, 2008. (However, if necessary, a “grace period” through March 15, 2008 is available in which to incur eligible expenses before losing that balance.)
FSA participants who have authorized the automatic transfer of claims feature will find that their Yale health insurance carriers (Yale Health Plan, Aetna or Delta Dental) have been electronically submitting healthcare co-pay, deductible and co-insurance claims for them and their eligible covered family members. ADP has been reimbursing these participants throughout the year for automatically transferred healthcare expenses. However, claims for a dependent child between the ages of 19 and 25 enrolled in the Yale Health Plan are not automatically transferred. These expenses as well as claims for other types of eligible services, such as vision wear, over-the-counter medicine and dependent day care, need to be submitted directly to ADP requiring paper claim forms and supporting documentation. FSA participants who have not selected the automatic transfer of claims feature still need to submit paper claim forms with supporting documentation directly to ADP for all of their flexible spending expenses. Additional information and guidelines regarding the automatic transfer feature may be found at www.yale.edu/hronline/benefits/automatic_transfer.html.
Claim forms may be found at www.yale.edu/hronline/benefits/benforms_claim.html, and claims should be sent directly to ADP by following the instructions provided with the form. Questions regarding claim reimbursements, expense eligibility or account balances should be directed to ADP, 1-800-654-6695.