* Please pass this information along to the employees in your
department. *
DATE: February 5, 2008
TO: Department Benefits Representatives (DBRs)
FROM: Laura Morgan
Health Care Facilitator
Benefits Office, Human Resources
SUBJECT: Health Care Reimbursement Account (HCRA)
Ineligible Expenses
SHPS, the administrator for the Health Care Reimbursement Account, is
responsible for validating all expenses submitted for reimbursement. If
you've used the VISA Spending Card, you may be required to submit an
itemized receipt or an Explanation of Benefits to substantiate the
eligibility of an expense.
SHPS posts quarterly statements on your personal SHPS website. The
statements list purchases you've made with your VISA Spending Card that
SHPS is not able to validate.
1) Please review your HCRA statements by registering as a user or
signing-in on the SHPS Spending Account website.
https://spendingaccount.shps.com
- Find your statements under "View Your Statements Here" on the right
side
of the member screen. The statements are generally 4 - 6 pages in
length.
If additional documentation is required it will be listed on the
"Validation Return Form".
- Find your 2007 claim details by clicking "Select Claims" on the left
side
of the member screen.
2) Fax or mail your itemized receipts or Explanation of Benefits with
the
"Validation Return Form" to SHPS. The address and fax number are on the
form.
3) If you do NOT have the required proof of eligibility for an expense,
submit the "Validation Return Form" to SHPS with:
- an equivalent reimbursement request for eligible expenses, or
- a payment to SHPS for the ineligible amount.
4) You can make eligible purchases using your 2007 HCRA contributions
until March 15, 2008. SHPS must receive all claims for your 2007 HCRA
account by June 15, 2008.
Please contact SHPS Member Services at 877-270-3915 if you have
questions
about your account.
~~~~~~~~~~~~~
Laura Morgan
Health Care Facilitator, Human Resources
University of California, Santa Barbara
Ph: (805) 893-4201
Fax: (805) 893-8645
laura.morgan@hr.ucsb.edu
http://hr.ucsb.edu/benefits/health.php
http://atyourservice.ucop.edu