If your expense was ineligible, you will need to offset the transaction or refund the transaction. You can send  a check or money order made out to Ameriflex, along with a Refund Form, to reimburse your account.

Option 1: Offset the transaction

Offsetting a transaction works likes this. You have an ineligible expense on your account that you need to clear. Let's say you also purchased something else out of pocket but haven't submitted a claim to get reimbursed. As long as the out-of-pocket transaction was for an eligible item/service, you can use it to offset the ineligible expense posted to your account. Follow these steps to offset an ineligible expense. If you can partially offset the expense, see the steps below under Refund Transaction steps.

Steps for submitting an Offset Request form:

1. Download the Offset Request form
2. Fill out the form
3. Email, fax, or mail the form to Ameriflex 

Steps for emailing the information to Ameriflex: 

1. Email the itemized receipt for the out-of-pocket expense to claims@myameriflex.com. Note in the email that you are submitting the receipt to offset the ineligible expense.

Option 2: Refund the transaction

You can refund your account fully or offset the ineligible items partially.  

Steps for submitting a Refund Request form:

1. Download the Refund Request form
2. Fill out the form
3. Mail the form to Ameriflex Claims Department:

PO Box 269009 Plano, TX 75026

Steps for paying over the phone:

1. Call 888.868.3539 Monday - Friday, 8:00 AM-9:00 PM Eastern Standard Time (EST) and 10:00 AM - 2:00 PM Saturday (EST)

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