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How to use or fill out the CBIZ Flex Benefits Plan Claim Form

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your employer's name and your personal details, including your name, email, SSN, and phone number.
  3. For Un-reimbursed Medical Expense Claims, list each expense incurred by filling in the date, service provider's name, a brief description of the expense, the person for whom the expense was incurred, and the net amount. Remember to attach appropriate receipts.
  4. Next, calculate and enter the total medical care expense claim at the bottom of this section.
  5. For Dependent Care Expense Claims, provide details about your dependents and specify the period covered. Include the service provider's name and taxpayer identification number along with the amount incurred.
  6. Attach any necessary receipts for dependent care expenses as well and calculate the total dependent care expense claim.
  7. Finally, read through the certification statement carefully before signing and dating it to confirm accuracy.

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