Why Do I Need to Submit Documentation If I Used My Ameriflex Card?

Sometimes, even though you used your Ameriflex Debit Mastercard® for a health-related expense, you’ll need to provide additional information for the transaction.
Written by Michele Lombardo
Updated 1 week ago

Why Did I Get a Notification About My Transaction?

You've just received a notification that a card transaction for your Ameriflex Debit Mastercard needs additional documentation. Even when you use your Ameriflex card for a medical expense, not all purchases can be verified automatically. This usually happens when:

  • The merchant's system (such as a hospital or pharmacy) can't indicate whether your purchase was for an eligible medical expense (e.g., a copay or prescription) or an ineligible item (e.g., a gift or snack).
Note: IRS rules require us to verify every transaction to make sure it follows the tax code. If we can’t auto-verify, you’ll need to send in proof of the purchase. 

What You'll Need to Provide

To verify the eligibility of your transaction, you’ll provide one of the following:


How to Submit Your Documentation

Quick Video Walk-Through in Portal:

Fast Online Option via Ameriflex Portal:

1. Log in to the Ameriflex Participant Portal.

2. From the home page, find the transaction that needs additional documentation, which will be clearly marked.

3. Click the transaction and follow the prompt to upload your file (receipt, EOB, or LMN).

Note: On this screen, you may also view an example of an itemized receipt and see a brief list of common reasons why a claim may be denied.

4. Click Upload File and follow the remaining window prompts to complete the uploading process. 

You've successfully submitted your additional documentation! You'll receive a notification once Ameriflex reviews your document, and we'll let you know if your documentation was accepted, if more information is needed, or if the expense wasn't eligible and the amount needs to be repaid.

Alternative Option: Manual Substantiation Form

If you are unable to send your documentation online, you can use one of the following forms:


Related Topics

Did this answer your question?