FSA Welcome Letter - Plans with Carryover

Welcome to WageWorks!
We have exciting news to share with you! Beginning July 1, 2017, your reimbursement benefit will be
administered by WageWorks, a leading provider of consumer-directed benefits in the United States. This
communication informs you of upcoming activities that may affect you during this transition.
Important Transition Information
Will I receive a Debit Card?
If you have enrolled for a healthcare account for the new plan year, you will receive a WageWorks Healthcare
card on or about July 1st.
• The card will be mailed to your home address.
• If you need additional cards for eligible healthcare dependents, you can order cards through your online
account. There is no fee for additional cards.
How do I access my account?
Access your new online account with WageWorks by visiting: www.wageworks.com click on the “Log
In/Register” button and select “Employee Registration” to create unique WageWorks credentials.
How do I file a Claim with WageWorks?
Effective July 1, you will be able access your new plan year WageWorks account online to request
reimbursement for your eligible expenses. You can also use the WageWorks EZ Receipts mobile app to submit
claims from your mobile device. If you would like to fax or mail your reimbursement request, please visit
www.wageworks.com and select “Employees” from the top toolbar then “Important Forms” from the “Support
Center” list.
With the EZ Receipts® mobile application from WageWorks, you can file and manage your reimbursement
claims and Card usage paperwork on the spot. To access your online account on the go with WageWorks or the
EZ Receipts mobile app, visit www.wageworks.com and click on the “Log In/Register” button and select
“Employee Registration” to create unique WageWorks credentials.
Will my Carryover funds be made available on my new plan year account?
Carryover dollars will be added to your new WageWorks account approximately 45 days after prior year run out
ends if they have not yet been used by that point. All prior plan year claims must be directed to Choice
Strategies during the regular run out period.
Will my Direct Deposit details be transferred to WageWorks?
If you opted for direct deposit for reimbursements from your Choice Strategies account(s), you will need to sign
up for direct deposit on your WageWorks account. Please login to your account and update your
reimbursement method in your profile effective July 1.*
What if I had a Letter of Medical Necessity set up with Choice Strategies?
Unfortunately, we cannot automatically transfer Letters of Medical Necessity. For any service or product that
falls under the category of “Maybe Expense” or “Ineligible Expense” per IRC sec 213 (d), a Letter of Medical
Necessity will need to be submitted to WageWorks with your first claim. We will not be able to process your
claim without your Letter on file. To purchase over the counter items (OTC), you will only need to submit a
prescription (RX) from your doctor. For more information, please visit www.wageworks.com and select
“Employees” from the top toolbar then “Important Forms” from the “Support Center” list.
Once more, welcome to WageWorks. We look forward to serving you.
Sincerely,
WageWorks
* Please allow up to two weeks for WageWorks to complete the confirmation of your account numbers with your financial institution.
Any claims submitted during this time will be reimbursed via check.
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