What To Do When More Information Is Being Requested (RMI). Receipt Status: New Needed

 

In accordance with IRS regulations, valid receipts have three elements that must be present for substantiation.

  • Date of Service or Purchase
  • Description of Service or Product
  • Responsibility or Costs

More information will be requested when one or more of these elements is missing from the provided documentation, or if accompanying documentation like a Letter Of Medical Necessity (LOMN) is required.  Besides the REQUEST FOR MORE INFORMATION notification, a receipt status of NEW NEEDED is displayed under the expense on the consumer portal.

 

Follow these simple steps to determine what other information is required.

Step 1:  From your account HOME page, go to STATEMENTS & NOTIFICATIONS.

Statements & Notifications1

Step 2:  This section shows the full history of important notifications, so look for the most recent RMI notification.  Select the REQUEST FOR MORE INFORMATION that pertains to your active request.

RMI

Step 3:  Review the request for the necessary information.  The RMI letter contains the reason for the request, as well as a description of how to proceed.

RMI LETTER

 

 

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