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Submit Additional Documentation

How to substantiate a claim or provide additional documentation
Written by Aimee Reynard
Updated 3 weeks ago

Due to the tax-advantaged nature of your account, the IRS has guidelines in place to ensure that purchases made with the account are for eligible medical, dental, or vision expenses. The Ameriflex Debit Mastercard® attempts to auto-verify all transactions instantly using stored copays, stored recurring expense values, electronic data feeds, and Inventory Information Approval Systems (IIAS). If 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 surgery (eligible) or flowers from the hospital gift store (not eligible). 

If the expense can’t be verified, you will receive a notification asking for additional documentation such as an itemized receipt, Explanation of Benefits, or a letter of medical necessity. 

Steps (desktop)

  1. From your Ameriflex account, look for the expense that says Waiting for Documentation
  2. Click Add Documentation
  3. Click Upload File
  4. Select a file from your computer
  5. Click Submit

 Orthodontia Additional Documentation:

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

In either case, you must provide Ameriflex with a copy of the financial agreement/contract from the orthodontia provider, which must include all­ of the following information:

  1. Total cost of treatment
  2. Amount covered by insurance
  3. Down payment amount
  4. Installment payment amount and frequency (Monthly/Weekly/Other)
  5. Date treatment begins/began and estimated length of treatment

If you are financing your orthodontic treatment through a third-party lender, you’ll need to provide your agreement with them, in addition to the treatment plan/worksheet from your orthodontia provider. No matter your financial arrangement, Ameriflex must have all of the above information (1-5) in order to review your orthodontia claim.

Note: If you don’t have access to the EOB or itemized receipt, you will need to contact the healthcare provider and ask them for another copy. 
Tip: Take a photo of the EOB or itemized receipt when you get it so you can easily access it later on. 
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