Reimburse out-of-pocket expenses

Reimburse out-of-pocket expenses by filing a claim and paying yourself or paying your provider.
Written by Aimee Reynard
Updated 6 months ago

As you begin to use your account, it’s important to understand how to submit a request for reimbursement or payment to a provider. Your Ameriflex Debit Mastercard is the quickest and easiest way to access your account funds. But if you can’t use your card, getting reimbursed is easy. 

Two of the most common reasons for requesting a reimbursement or payment:

  1. You paid for an eligible expense out of pocket
  2. To request a payment be made directly to a provider
Note: Your provider must be set up with Vpay to complete the reimbursement.

The following sections show you how to request the two types of reimbursements from your account. 


Option 1: File a claim and reimburse yourself

You can submit a claim to reimburse yourself on your desktop or mobile app. 

1. Login to your Ameriflex account with your credentials.

2. Click File a Claim at the top of the page.

Mobile App Information: If you are using the mobile app, tap on Menu to access the File a Claim button.

3. Select Pay myself.

Information: When choosing this option, the reimbursement will be issued to you, the participant.

The File A Claim - Pay Myself page appears.

4. Click the down arrow under Account Type to locate and select the account from which you are seeking reimbursement. 

Information: As a Participant, you may have more than one account type.

5. Click Upload File.

6. Select your file (i.e. itemized receipt or Explanation of Benefits (EOB) to upload it.

Note: Check the file details to make sure it includes all of the requested information. 
Mobile App Information: If you are using the mobile app, you can upload a file by taking a picture or selecting the file of your itemized receipt or EOB.

7. Click Next.

The second page of steps appears.

8. Fill out the following fields:

  • Start Date
  • End Date
  • Claim Amount
  • Claimant (select the down arrow to choose if there is a list)
  • Provider name

Note: The Start Date and End Date fields can include the dates of service or the date range for multiple dates of service.

9. Click Next.

The last page of steps appears.

10. Read the terms and check the box to accept the terms.

Note: If you have any additional notes, include them them in the Additional Notes box.

11. Click Submit Claim. 

You successfully submitted a claim to reimburse yourself.


Option 2: File a claim and pay your provider

You can submit a claim and pay your provider on your desktop or mobile app. 

1. Login to your Ameriflex account with your credentials.

2. Click File a Claim at the top of the page.

Mobile App Information: If you are using the mobile app, tap on Menu to access the File a Claim button.

3. Select Pay my provider.

Information: When choosing this option, the reimbursement will be issued to your provider.

The File A Claim - Pay my provider page appears.

4. Click the down arrow under Account Type to locate and select the account from which you are seeking reimbursement.

Information: You may have more than one account type.

5. Click Upload File.

6. Select your file (i.e. itemized receipt or Explanation of Benefits (EOB) to upload it.

Note: Check the file details to make sure it includes all of the requested information.  
Mobile App Information: If you are using the mobile app, you can upload a file by taking a picture or selecting the file of your itemized receipt or EOB.

7. Click Next.

The second page of steps appears.

8. Fill out the following fields:

  • Start Date
  • End Date
  • Claim Amount
  • Claimant (select the down arrow to choose if there is a list)
  • Provider name

Note: The Start Date and End Date fields can include the dates of service or the date range for multiple dates of service.

9. Click Next.

The last page of steps appears.

10. Read the terms and check the box to accept the terms.

Note: If you have any additional notes, include them them in the Additional Notes box.

11. Click Submit Claim. 

You successfully submitted a claim to pay your provider.


    File a Claim for an Orthodontia Expense

    You can request reimbursement for orthodontia expenses by filling out and submitting a Ameriflex Orthodontia Claim Form. You may also be able to pay the provider directly using your Ameriflex Debit Mastercard® as a second option

    Refer to this article for more information about how to submit an Orthodontia Claim Form.

    View article as a video. 


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