Forfeiture of FSA remaining funds

Posted on December 4, 2008 15:54 by pam

The same Federal regulation that authorizes you to have the exemption on your contributions to an FSA also requires that you use funds for medical services provided/incurred during the Plan Year.  Each employer is required to comply with this provision in order to afford you this tax advantage.

It’s difficult to plan on expenses before they happen.  You however, can generally predict some recurring expenses like monthly or quarterly maintenance prescription costs, diabetic supplies, lasik surgery, orthodontist payments and more.  Have you used the planning tools and qualifying expenses table to help think through some expenses that you can predict for the upcoming year?


Each participant is assigned an account number by Tri-Star.  This account number is printed on participant statements and is available through the Participant Login on our web site.

Your account number, name and address are automatically completed on the claim form when you eFile claims.  This saves you having to keep track of the account number and saves you the time of writing this out on a claim form each time you want to file a claim.  Follow the eFile link to learn more about this time-saver!

It is important that you provide either your social security number or this account number when filing claims so we can identify you.  We need to be able to identify you so we process your claim timely!  Thanks!


Why can't I fill in the claim form?

Posted on December 3, 2008 15:34 by pam

You can actually file your claim (fill in the claim form) by selecting the Participant Login and enter the claim directly into Tri-Star’s system.  Your name, address and account number are completed for you and you are simply entering the expense information you would complete on the claim form.  When you are finished, you print out the completed claim form, sign it and fax it to a toll-free number.  This gets your claim into Tri-Star’s systems faster, gets priority processing and ultimately gets money back to you faster.  If you want to read more about this, please select eFile under Participant Services.


How do I know how much money is left in my account?

Posted on December 3, 2008 15:25 by pam

Simply go to www.tri-starsystems.com and select the Participant Login.  Use your social security number and password to securely Login to view your remaining balance and previously filed and paid items.

This information is updated as claims are received, approved and paid, throughout the day.  You are viewing up-to-date information any time you Login, 24/7!


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