Statement of medical necessity 2026

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  1. Click ‘Get Form’ to open the Statement of Medical Necessity in our editor.
  2. Begin by entering the Account Holder Information, including the first name, middle initial, last name, employee ID (optional), daytime phone number, and employer.
  3. In the section for the licensed practitioner, input the patient's name and specific diagnosis along with the diagnosis code (ICD-9). Ensure you provide a definitive length of treatment with start and end dates.
  4. List each specific product or service prescribed to treat the diagnosis. Remember that over-the-counter medicines purchased after December 31, 2010, require a prescription.
  5. Have your medical provider sign and date the form, certifying that the service is medically necessary and not for general health or cosmetic purposes.
  6. Finally, review all entries for accuracy before submitting your completed form along with any required receipts to Your Spending Account via fax or mail.

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