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The FSA trade-off Flexible spending accounts can save money now 2026
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- Click ‘Get Form’ to open it in the editor.
- Begin by entering your personal information, including your name, Social Security number, and employer name. Ensure accuracy as this information is crucial for processing your claim.
- For the Dependent Care Spending Account section, provide details about your dependent, including their name and age. Specify the care provider's name and address, type of service provided, and the dates care was given.
- In the Medical Spending Account section, list the date(s) of service, health care provider's name, type of expense incurred, and patient relationship. Make sure to include all amounts requested for reimbursement.
- Review all entries for completeness and accuracy. Sign where indicated to certify that all information is correct before submitting your claim.
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