Entries by Meri Christenson

How To Update Your Notification Preferences

From your consumer portal you have the ability to set or update text and email notifications.  To do this you must be logged into your account. Step 1:  From your account HOME page, select the MESSAGE CENTER tab. Step 2:  From the MESSAGE CENTER page, click on UPDATE NOTIFICATION PREFERENCES. Step 3:  On the UPDATE NOTIFICATION PREFERENCES page you […]

How To Submit Your Receipts : Card Use Verification

How to Submit Receipts

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

  • Date of Service or Purchase
  • Itemized List of Service or Product
  • Name of Provider or Merchant
  • Responsibility or Costs

In some IRS approved instances, your card transactions may be auto-substantiated.  If your expense is not auto-substantiated, then you are required to provide documentation to prove eligibility. When a receipt is being requested, you will receive an email notification.  *Please make sure that we have the correct email address in your online profile.* Example Email Notification:

You have recently used your 24HourFlex card at a provider and need to submit an itemized statement for this transaction. Please login to your online account at participant.24hourflex.com to view the transaction information and to upload an itemized statement or use our 24HourFlex Mobile App (Android and iPhone) to submit the itemized statement including: – Provider Name – Service(s) Received or Item(s) Purchased – Date of Service – Amount of expense incurred After you have submitted the appropriate documentation of this expense, no further action is required on your part unless you are otherwise notified. If you have any questions, please email us at info@24hourflex.com or call us at 1-800-651-4855 between the hours of 7am and 6pm (Mountain Time),Monday through Friday.

There are several ways to get us the necessary substantiation including secure-upload through our mobile app,  secure-upload through your online portal, email (less secure), fax (much less secure), or mail (slow and less secure).

OPTION 1:  UPLOADING RECEIPTS THROUGH YOUR CONSUMER PORTAL

This method is always available to you, even in the event of an amount owed, or expired receipt request in your message center.

Upload Via Consumer Portal:  On the home page of your Consumer Portal, scroll down to the TASKS section, where you should see a notification letting you know that a receipt is needed.

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When you click on 1 RECEIPT(S) NEEDED, you will be taken directly to the card transaction that requires a receipt. Click UPLOAD RECEIPT to upload the documentation needed to verify that the transaction was for an eligible expense.

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Alternatively, navigate to EXPENSES.

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Select BROWSE and SUBMIT to see expense want to upload documentation.

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Once you click on the desired expense, you will notice that the box expands.  In the newly revealed area below your expense, click UPLOAD RECEIPT(S).

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Now you will select CHOOSE FILE to browse your computer for the documentation you wish to upload.  Once the file has been chosen, you will click SUBMIT to complete the process.

choose file - submit

OPTION 2:  HOW TO UPLOAD YOUR RECEIPTS THROUGH THE MOBILE APP.

Step 1:  Upload Via Mobile App:  From the HOME page of the mobile app, select the message icon along the bottom of the screen.

app4 select message

Step 2:  Upload Via Mobile App:  From the MESSAGE CENTER, select the desired item requiring a receipt.

app5 select the message

Step 3:  Upload Via Mobile App:  Selecting NEW RECEIPT from the DETAILS page will access your camera.  Take a picture of the receipt to complete the process.

app6 select new receipt

Option 3:  ALL ALTERNATE METHODS FOR SUBMITTING YOUR RECEIPTS.

Using any method other than uploading through the app or computer portal requires one of three accompanying documents.  These documents have instructions for faxing, e-mailing, and mailing.  You may also drop your documents off at our office.  All accompanying documents can be found by logging into your account via computer.

  • 24HOURFLEX CARD VERIFICATION REQUEST:  This can be found on the MESSAGE CENTER page under VIEW STATEMENTS.
  • CONFIRMATION:  This can be found by selecting VIEW CONFIRMATION next to the upload receipt option as described above in option 2/step 2.
  • CLAIM CONFIRMATION:  This can be found after successfully filing a claim.  If you do not upload a receipt during the file a claim process, you will have the option of accessing this.

Here is an example of one of the accompanying documents.

sample letter

Other Helpful Topics:  Login,  Change Login,  App Login,  Chat,  Overview,  File a Claim,  Card Status,  Replacement Cards/Lost or Stolen Cards,  Dependent/Spouse Cards,  HSA Tax Statements,  HSA Transaction,  HSA Fees,  Upload Receipts, Making Repayments,  Direct Deposit,  FSA Store,  RMI,  Update Notification Preferences,  Eligible Expenses,  File HRA Claim,  Card Use Verification,  Downloading the Mobile App,  App Overview,  Why Ask For Receipts?,  Preparing For Legendary Service. [/av_textblock]

Amount Owed: How To Make A Repayment

 

How to Make a Repayment

If you have used your 24HourFlex debit card to pay for an expense that was not FSA-eligible, you will need to repay the ineligible amount to your Flexible Spending Account. If this occurs, 24HourFlex will send you an email notification alerting you that a repayment is needed and there is an amount owed to your account.

In the event of an amount being owed back to your account, you can quickly make the repayment through your secure online portal.  While the electronic method is the most efficient and secure, there is also a manual method for making repayments.

*If we have determined something to be ineligible as per IRS regulations and an amount owed has been generated, then you may locate the official INELIGIBLE EXPENSE NOTIFICATION in your MESSAGE CENTER.  

ELECTRONIC METHOD

Step 1:  When a repayment is due, a message will appear on your HOME page in the MESSAGE CENTER.  Click directly on the message to continue.

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Step 2:  From the REPAYMENTS page,  select the REPAY link to the right of the expense.

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Step 3:  The REPAY page assists in setting up the EFT (electronic funds transfer) from your personal checking account.  If you are already signed up for direct deposit, or if you have added your bank account previously,  your account information will be visible in the REPAYMENT FROM section.  If you have not yet added your personal checking account, you may do so by clicking the UPDATE BANK ACCOUNT link.  The REPAYMENT ON date is when the transfer will be initiated.  Click the check box to indicate you have read, understand, and agree to the terms described on the page, and click SUBMIT to confirm and complete the repayment process.  When the transfer completes the funds will be applied to your available balance.

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MANUAL METHOD

If you are unable to make the repayment electronically, then you may always send in a check.  To do this, you will have to include the INELIGIBLE EXPENSE NOTIFICATION from your MESSAGE CENTER along with your check.  Instructions for sending in a check are included on the notification.

You can mail the check to the following address:

24HourFlex Attn: Repayment Dept
PO Box 17772
Denver, CO 80217

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Other Helpful Topics:  Login,  Change Login,  App Login,  Chat,  Overview,  File a Claim,  Card Status,  Replacement Cards/Lost or Stolen Cards,  Dependent/Spouse Cards,  HSA Tax Statements,  HSA Transaction,  HSA Fees,  Upload Receipts, Making Repayments,  Direct Deposit,  FSA Store,  RMI,  Update Notification Preferences,  Eligible Expenses,  File HRA Claim,  Card Use Verification,  Downloading the Mobile App,  App Overview,  Why Ask For Receipts?,  Preparing For Legendary Service.
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How To File A Claim Through Your Consumer Portal

*Please Note:  Filing a claim is for requesting reimbursement on out-of-pocket expenses.  This is not the process for card use verification.*

Step 1:  From your account HOME page click the FILE A CLAIM button.

Step 2:  Begin creating the reimbursement by selecting the PAY FROM account and the PAY TO account.  Click the NEXT button when you are ready to continue.

Step 3:  UPLOAD VALID DOCUMENTATION and select Next to continue. Uploading your receipts is the ideal and most secure method for submitting documentation.  Alternate methods for submitting receipts include email, fax, mail, and drop-off (all alternate methods require the printable claim confirmation).

3rd SS File a Claim for Website Link Part 3

Step 4:  Enter all required information (* indicates required field), and then click NEXT to continue.

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Step 5:  Submit the claim from the TRANSACTION SUMMARY page.  From the TRANSACTION SUMMARY you will have the option of adding another , removing, updating/editing, and submitting the claim(s).  You will be required to check the I HAVE READ, UNDERSTAND, AND AGREE TO THE TERMS AND CONDITIONS box before you can select SUBMIT.

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Step 6:  Congratulations!  You have successfully filed you claim.  If you were unable to upload the receipt, you may select CLAIM CONFIRMATION FORM to use with alternate submission methods.  (See below for an example of the claim confirmation form, which must accompany all claim receipts submitted via fax, email, or mail.)

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CLAIM CONFIRMATION FORM:  These documents are generated each time you file a claim.  Please include them as the cover page when faxing, emailing, or mailing in your receipts.  You do not need this document if you are uploading receipts through your secure online portal.

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Keep an eye on your account for important notifications.  Pending reimbursements will appear in the MESSAGE CENTER on your HOME PAGE.

*Once the claim is submitted, you will have the option to print the claim confirmation page.  

 **If you do not have the ability to upload your receipts, please use the printable claim confirmation page as the fax cover page or accompanying attachment to an email (the fax number/email address is located on the printable confirmation page).

***Processing on new claims for reimbursement typically takes 1 to 2 business days.

Other Helpful Topics:  Login,  Change Login,  App Login,  Chat,  Overview,  File a Claim,  Card Status,  Replacement Cards/Lost or Stolen Cards,  Dependent/Spouse Cards,  HSA Tax Statements,  HSA Transaction,  HSA Fees,  Upload Receipts, Making Repayments,  Direct Deposit,  FSA Store,  RMI,  Update Notification Preferences,  Eligible Expenses,  File HRA Claim,  Card Use Verification,  Downloading the Mobile App,  App Overview,  Why Ask For Receipts?,  Preparing For Legendary Service.