I used my card. Why Do I Need to Submit Documentation?

How to submit documentation for an Ameriflex Debit Mastercard transaction.
Written by Michele Lombardo
Updated 6 months ago

You've just received a notification that a card transaction for your Ameriflex Debit Mastercard needs additional documentation. We'll briefly explain the reason why and how you can clear it.  

If you've swiped your card and the transaction cannot be auto-verified at the point of purchase, this is normally because the merchant’s (e.g. hospital) payment terminal can’t distinguish if the transaction was for an eligible expense (e.g. surgery) or an ineligible expense (e.g. flowers from the hospital gift store). 

Note: The IRS requires all claims, including debit card transactions, to be substantiated to verify eligibility under the tax code. Successful verification allows you to enjoy the tax benefits associated with flexible spending accounts and health reimbursement arrangements. You will receive a notification from Ameriflex requesting additional documentation from you if we can't auto-verify the expense.  

If Ameriflex cannot auto-verify your expense, you will receive a notification prompting you to log in to your account and provide additional documentation for the transaction, such as an itemized receipt, Explanation of Benefits (EOB), or a letter of medical necessity. (Notification for submitting additional documentation pictured below)


Complete the following steps to submit additional documentation for your card transaction:

Quick Video Walk-Through in Portal:

Step-by-Step Instructions:

1. Log into the Ameriflex Participant Portal.

2. From the home page, look through your transactions and locate the transaction that requires additional documentation. 

3. A new window will appear where you can upload your documentation. Locate and select the documentation you'd like to upload, then click Upload a File to add the selected documentation to the transaction. 

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. Follow the remaining window prompts on your screen to complete the uploading process. 

You've successfully submitted your additional documentation! After reviewing your documents, Ameriflex will notify you if the documentation was accepted, if the documentation was insufficient, or if your card transaction was for an ineligible expense. Directions for further action will be in those notifications.


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