After entering your username, click Sign In. Use professional pre-built templates to fill in and sign documents online faster. Select Save. You can set it up whenever you'd like from the Dashboard. Install the signNow application on your iOS device. You cansign into your account at any time to review your reimbursement account activity. Its faster and more secure than receiving a paper check. Start completing the fillable fields and carefully type in required information. For example, your former employer may require you be enrolled in a medical plan or prescription drug plan through Via Benefits Insurance Services. A practical dashboard provides a quick summary of all your account information, making it easy to review expenses . Follow the instructions below to complete Via benefits reimbursement form 2022 online quickly and easily: Sign in to your account. Provide your banking information, including your bank account number and routing number. All of your transportation expenses must have a corresponding expense for medical care, such as an Explanation of Benefits (EOB)or an itemized statement from your provider. View Via Benefits (formerly Towers Watson's OneExchange) HRA Presentation (PDF) Any payments made during this time area paper check. Select Yes, Delete Account in the Delete Bank Account box. You can also submit a reimbursement request if you provided payment information for aninitial payment with your application. A Recurring Premium Reimbursement request needs to be submitted once each calendar year to be reimbursed monthly, or you can submit for a one-time reimbursement of quarterly Medicare Part B payments. * Save Username on this Browser - Do not check the Save Username option if you are using a public computer, for example in a Library. This article applies to you if you have a Via Benefits reimbursement account (sometimes known as a Health Reimbursement Arrangement).*. You receive your payments by check until your banking information is validated (except as noted above). On the Dashboard, select your name and then select Banking Information.5. Go to the Funds and Reimbursements page on the website to find out if Automatic Premium Reimbursement is available for your Medicare Part B premiums. If you submit a bill from midyear, only the earliest statement month forward will be approved. Select Add Bank Account. Open the doc and select the page that needs to be signed. There's a We found some sections that are missing information alert on the Profile pagewhen you haven't signed up for text alerts. Section II. * Fingerprint or Touch ID Authentication. 5. : 1-800-326-5496 (TTY: 1-800-545-8279) Manage Your Communications Start eSigning my via benefits funds forms by means of solution and become one of the numerous satisfied customers whove previously experienced the benefits of in-mail signing. Your Reimbursement Guide provides more details on reimbursable expenses. In many cases, this means your former employer established requirements to qualify for a reimbursement account, which you no longer meet. Reimbursement account access, available on the website or mobile app, and on reimbursement request forms, is in the account holder's name. Open Enrollment October 15 December 7, 2022, Medicare Advantage (MA) and Prescription Drug plan (PDP) October 15 December 7, 2022, Medicare Supplemental Insurance (Medigap), dental, and vision anytime of the year; recommended changing after Open Enrollment. A message appears confirming your bank account has been deleted. Sign into your Via Benefits account.2. This allows us to speak to them if you're unable to manage your information. Contact Us Via Benefits has a few suggestions to improve your experience while using your reimbursement account, such as updating yournotification settings on the website for email and text, automating your premium reimbursement (if it's offered by your plan), and setting up direct deposit. 6. Create your signature, and apply it to the page. Via Benefits has a few suggestions to improve your experience while using your reimbursement account, such as updating your notification settings on the website for email and text, automating your premium reimbursement (if it's offered by your plan), and setting up direct deposit. Choose My Signature. Setting up direct deposit doesn'tgive our employees access to your banking information. Select View accounts under Funds and Reimbursements. A printout from the SSA may also have the required information, including your name. Start automating your signature workflows right now. For example, Form 1099 dated 2021 can only be used to get reimbursed for 2021 Part B premiums. If so, you dont need to submit documentation, and you automatically receive your monthly reimbursement payments. If they were to issue a check to you each month instead, it would be taxable income. Sign into Via Benefits and select the name of the family member whose information you wish to view. Browse the board meeting section to view details, download documents and find remote site information. Your proof of mileage must be kept in a mileage log or similar document. Draw your signature or initials, place it in the corresponding field and save the changes. Your browser is currently set to block cookies. The whole procedure can last a few moments. New supporting documents are needed each year. Thesummary plan description provided by your former employer mayprovide moreinformation abouttheaccount. Select Add Bank Account.6. Read Submit or Cancel a Reimbursement Request for instructions. You can request reimbursement by submitting a reimbursement request on the Via Benefits Accounts mobile app, on thewebsite, or by submitting a Reimbursement Request Form. Your direct deposit takes effect once your banking information is validated. The employer may allow: The account holder and any eligible dependents. Nevada Division of Public & Behavioral Health, Basic Life Insurance, the MAP & Travel Assistance, View Via Benefits (formerly Towers Watsons OneExchange) FAQs, Qualified out-of-pocket health care expenses for medical, dental, and pharmacy expenses. A reimbursement account isn'tincluded in your income. If you aren't collecting Social Security, submit the Medicare Premium Bill for Part B for the calendar year. Select Save. You must be enrolled in a Medicare Advantage or a Medicare Supplement Insurance (Medigap) plan through Via Benefits Insurance Services to qualify for Part B Automatic Premium Reimbursement. 2. They have non-existent customer service for any problem that is not amenable to an automated (or read off a script) response. TM Depending on the situation, funding that has already been placed in your account may also be reversed. To set up direct deposit, follow these steps: 1. 2023 airSlate Inc. All rights reserved. Via Benefits is a company that operates in the Insurance industry. You can also sign up for text alerts, so we send you text messageswhen activities occur in your reimbursement account. You need to enable JavaScript to run this app. Sign into your Via Benefits account.2. Your former employer indicates specific criteria you must meet to qualify for your fundingand determines what expenses are eligible for reimbursement from these funds. We encourage you to speak with a tax professional if you have additional tax-specific questions regarding your reimbursement account. Search for "benefit verification letter." Phone: 1-866-322-2824 (TTY: 711) Mon-Fri 8am - 7pm Eastern The Funds & Reimbursements section might not appear on your Home page if: Funds haven't been loaded into your account, You aren't eligible for a reimbursement account, You're opting for a Premium Tax Credit rather than the HRA (health care). If you already have direct deposit, follow these steps to update your banking information on the website: 1. Plans renew automatically, but premiums may increase. After its signed its up to you on how to export your my via benefits funds forms: download it to your mobile device, upload it to the cloud or send it to another party via email. Printing and scanning is no longer the best way to manage documents. Refer to IRS issues standard mileage rates for 2022 for more details. Go digital and save time with signNow, the best solution for electronic signatures. On the My Account page, select the name of the family member whose information you wish to view. Go to the Chrome Web Store and add the signNow extension to your browser. Via Benefits is a company that is experienced in helping retirees evaluate and enroll in Medicare supplemental insurance. Your options for setting up direct deposit are described below. Read Access Your Reimbursement Account on the Websiteto learn how. How to Navigate Your Via Benefits Dashboard 3,150 views Jan 5, 2021 13 Dislike Share Save OhioPERS1 1.56K subscribers This video is a short tutorial of how to navigate the Via Benefits. Request a copy of this letter by contacting the Social Security Administration (SSA) at 1-800-772-1213 (TTY: 1-800-325-0778) or going to ssa.gov. Look through the document several times and make sure that all fields are completed with the correct information. Add the PDF you want to work with using your camera or cloud storage by clicking on the. 3. Speed up your businesss document workflow by creating the professional online forms and legally-binding electronic signatures. Proof of premium payment (e.g., canceled check, bank statement, payment receipt). Both options are more secure and faster than using a paper form. You can request reimbursement by submitting a reimbursement request on the Via Benefits Accounts mobile app, on the website, or by submitting a Reimbursement Request Form. The form is available by calling us and using our automated voice system or by speaking with a Via Benefits representative. The sigNow extension was developed to help busy people like you to minimize the burden of signing documents. Select Reimbursement Center on the Funds and Reimbursements page. Submit your reimbursement requests on the Via Benefits Accounts mobile app or on the website. The reimbursement account may no longer receive funds to pay for your health care expenses. via benefits get the most out of medicare resubmit retiree reimbursement reimbursed Youve informational deducted Certification premiums enrollment ky medicare qualifying If you believe that this page should be taken down, please follow our DMCA take down process here. Read Reimbursement Request Deadlines Explained to learn more. This allows us to speak to them if you're unable to manage your account yourself. Read Direct Deposit for instructions. They're the fastest and most secure ways to get your reimbursements processed. Enter your username to begin the sign in process if you have previously created a username and password. Read Authorize Others to Access Your Account for more information. Reimbursement account access, available on the website or mobile app, and on reimbursement request forms, is in the account holder's name. Forms received between January 1 and March 31 can take up to 45 calendar days to be processed and validated. Account Holder Date of Birth Enter your date of birth using format MM/DD/YYYY Sign into your Via Benefits account.2. Via Benefits reimbursement accounts are administered by Extend Health, LLC. Vice President, Client Accounts, Exchange Solutions @extendhealth.com Get the best care possible and minimize your out-of-pocket expenses by accessing services from an in-network provider. Multiple documents can be submitted to provide the required information if it isn't located on the policy or billing statement. The signNow application is equally as productive and powerful as the online app is. Use signNow to electronically sign and send out My via benefits reimbursement form for collecting e-signatures. Individuals can't add funds to their accounts. If not, lets us know and we will get it added. Please attach all receipts that apply to requested reimbursements. Original Medicare, Parts A and B, pays for most of your health care expenses, but it doesn't pay for everything. *Via Benefits reimbursement accounts are administered by Extend Health, LLC. If your spouse is under 65, your Health Reimbursement Account (HRA) will stay with Optum Financial (CYC) and will be put in your spouse's name. Select the area where you want to insert your signature and then draw it in the popup window. It may take up to 20 business days to receive and validate your Direct Deposit Authorization Form. We use cookies to improve security, personalize the user experience, enhance our marketing activities (including cooperating with our 3rd party partners) and for other business use. You may be able to use Automatic Premium Reimbursement to receive your reimbursements. With intuitive navigation and a modern look and feel, the mobile app is the smart choice to get the most out of your account. We notify you when you're at risk of losing funding. For the previous years Part B premium, the IRS Form 1099 can be used as documentation for the year shown on the form. Your Reimbursement Guide provides more details on reimbursable expenses. *Via Benefits reimbursement accounts are administered by Extend Health, LLC. Open Enrollment is from November 1 to December 15, 2023, for January 1, 2024, effective date. You want to be reimbursed for premiums paid under COBRA. 1-800-326-5496 (TTY: 1-800-545-8279) Select Delete Account or select the trash can icon.7. Forms without a barcode aren't processed. * Submit new reimbursement requests. You can do the translation and currency conversion yourself. You can request reimbursement by submitting a reimbursement request on the Via Benefits Accounts mobile app, the website, or a Reimbursement Request Form. Get access to thousands of forms. On the Dashboard, select your name and then select Banking Information. Download your copy, save it to the cloud, print it, or share it right from the editor. Typically, you can't submit reimbursements on your spouses account when you have a separate account. You have two opportunities to set up direct deposit on the mobile app. If you set up direct deposit on the website or on the Via Benefits Accounts mobile app, a voided check isn't required. You can also use a Reimbursement Request Form; however, it may take as much as 10 days longer for us to receive and process your request. For out-of-pocket expenses, such as prescriptions and doctor's office copays, we need third-party documentation that includes all of the following: Amount incurred or charged (not amount paid). You can call Via Benefits and use voice commands to check your reimbursement account balance, get the status of recent expenses submitted for reimbursement, and request frequently used forms. Note: Don't submit a Part B Premium reimbursement request if you're currently using Automatic Premium Reimbursement. You can be reimbursed for an out-of-pocket medical expense as long as it's an eligible expense (such as an office visit or prescription copay, dental treatment, hearing aids, etc. If youre paying an Income Related Monthly Adjustment Amount (IRMAA) surcharge or a late enrollment penalty, you need to submit a request to be reimbursed for the surcharge or penalty amount. Dental and Vision Plans Shop and Enroll Individual and Family Your Individual and Family Enrollment Call Preparing for Your Enrollment Call Individual Health Plan Enrollment Optional Benefits Basic About Optional Benefits Hospital Indemnity Dental Insurance Funding Manage Your Account Denied Reimbursement Claim Got Questions About Medicare? This article applies to you if you have a Via Benefits reimbursement account (sometimes known as a Health Reimbursement Arrangement).*. TM Welcome to Via Benefits This way to benefits that fit your needs, with support and advocacy you can trust. What is Via Benefits? Contact us! All you have to do is download it or send it via email. Note: For help locating your banking information, select the?next toAccount Number. Save time and postage by submitting reimbursement requests on the Via Benefits Accounts mobile app or website. Accepted mileage documents include a printout from an online map service, such as Google Maps, a handwritten document, or an Excel or Word printout. Monday Friday, 8 a.m. 7 p.m. Eastern Time, Copyright 2022 Extend Health, LLC All Rights Reserved. Because the funds are in a reimbursement account managed by a third party (e.g., Via Benefits) and used only for qualified medical expenses, you don't have to pay any additional taxes on your annual return. You can be reimbursed for your monthly plan premiums in one of two ways, Recurring Premium Reimbursement or One-Time reimbursement. Upload a form. Also, our benefit advisors are trained regarding benefits and coverage for each of the different insurance plans we offer. Search for the document you need to eSign on your device and upload it. Go to your reimbursement account to view your account information. Create your signature and click Ok. Via Benefits makes available Medicare supplemental plans from more than 90 health insurers (carriers) nationwide. Select the area you want to sign and click. If you're requesting funds be deposited into a checking account, a voided check is also required. Automatic Premium Reimbursement enables you to be reimbursed for your premium payments without submitting a reimbursement request and receipts. Select Reimbursement Center on the Funds and Reimbursements page. Social Security Number Enter only the last four digits of your Social Security number We know how stressing filling in documents can be. Connect to a strong connection to the internet and start executing forms with a fully legitimate electronic signature within a few minutes. Monthly HRA contributions are based on the retirees worked years of service credits and date of retirement. You each submit your reimbursement requests through your own account. Not sure where to get started? This article applies to you if you have a Via Benefits reimbursement account (sometimes known as a Health Reimbursement Arrangement).*. Begin signing via benefits reimbursement by means of solution and join the millions of satisfied clients whove previously experienced the key benefits of in-mail signing. Speak to an Expert Call for free one-on-one expert advice and support with selecting and enrolling in Medicare plans with confidence. To get to your reimbursement account, follow these steps: Sign in to your Via Benefits account. . Select View accounts in the Funds & Reimbursements section. Selecting email reduces the amount of paper you receive. 5. Use professional pre-built templates to fill in and sign documents online faster. Documentation Requirements. They're the fastest and most secure ways to have your reimbursements processed. Check the Status of Your Reimbursement Request. Sign into Via Benefits. Once you receive your Via Benefits Reimbursement Guide, take the following actions to prepare for when your reimbursement account becomes effective. The signNow application is just as productive and powerful as the online app is. Provide the required information on the Add Bank Account page. Read Update your Reimbursement Notification Settings to learn more. Select the trash can icon on the Banking Information page. Sign into the mobile app using your Via Benefits website username and password.2. 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