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 MESSAGE CENTER.
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.
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.
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