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- Click ‘Get Form’ to open the jem 125 cafeteria plan in the editor.
- Begin by entering your Participant Name, Employer Name, Social Security Number, and contact information in the designated fields.
- In the Out of Pocket Medical or Dental Expenses section, list any expenses not covered by a Group Medical or Dental Plan. Attach copies of paid receipts and EOBs as required.
- For each expense, provide details such as Date of Birth, Relationship to Participant, Services Provided by, Date of Services, Total Expense, Payment by Insurance, and Out of Pocket Expense.
- Indicate if any expenses are covered by Medicare or another Group Medical/Dental Plan and provide the necessary details.
- Complete the Dependent Care Reimbursement section by listing dependent care expenses incurred. Attach relevant receipts from providers.
- Finally, review all entries for accuracy before signing and dating the form at the bottom.
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