Reimbursement Account Claim (REIM)
The Reimbursement Account Claim (REIM) transaction allows you to reimburse eligible out-of-pocket health care and dependent care expenses under Flexible Spending Accounts (FSAs) regulations.
FSAs allow employees to pay for certain expenses such as medical, dental, vision, or dependent care expenses with pre-tax dollars. Prior to the beginning of each plan year, employees select the amount of salary reduction dollars or flexible credits they wish to allocate to an FSA. Such amounts are then used by the employer to reimburse employees for Qualified Expenses incurred during the plan year.
Employees may contribute part of their pre-tax salary towards these accounts and receive reimbursements for health and dependent care throughout the plan year and may submit claims against the account after the plan year has ended.
The Reimbursement Account Claim transaction has the following tabs:
Reimbursement Account ClaimReimbursement Account Claim
This tab is used to enter employee information such as Employee ID, Appointment ID, and Name.
Reimbursement Account Claim DetailReimbursement Account Claim Detail
This tab captures the following information:
General information, such as process date, claim number, and check date.
Reimbursement details, such as claim amount, service date, type of reimbursement, reimbursement plan, and plan year.
Claimant details, such as a Payee's identification code and Payee Tax ID Number.
The Reimbursement Account Claim transaction can be created in the following ways:
Select the Create action on the Transaction Catalog.
Select the Create Reimbursement Account Claim row-level action on the Reimbursement Account Claim tab of the Deduction Management (DEDM) activity folder.
Select the Modify Reimbursement Account Claim row-level action on the Reimbursement Account Claim tab of the Deduction Management (DEDM) activity folder.
