Health Reimbursement Account (HRA) Claim Form (Retirees)Health Reimbursement Account (HRA) Claim For 2025

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Health Reimbursement Account (HRA) Claim Form (Retirees)Health Reimbursement Account (HRA) Claim For Preview on Page 1

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  1. Click ‘Get Form’ to open the Health Reimbursement Account (HRA) Claim Form in the editor.
  2. Begin by filling out Section 1: Your Information. Enter your Social Security Number or Employee ID, Company Name, Last Name, Home Zip Code, Email, and Daytime Phone Number using CAPITAL LETTERS.
  3. Proceed to Section 2: Your Health Care Expenses. For each expense type (Medical, Prescription, Dental, Premium, Vision), indicate the service start and end dates in MM/DD/YY format and enter the amount of the claim submitted.
  4. Attach necessary documentation such as an Explanation of Benefits or itemized invoices that include details like the date incurred, service provider name, description of service, and amount.
  5. Complete Section 3: Certification by confirming that all information is accurate and that you have not previously received reimbursement for these expenses.

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Can Employees Withdraw Money From an HRA Account? Given that HRA coverage is only funded by the employer, employees cannot withdraw HRA funds for purposes outside of the guardrails provided by the IRS. Unused contributions in HRA accounts are either rolled over to the following year or retained by the employer.
An HRA for retirees Employers set up and pay into the fund. Retired employees use the fund to get reimbursed for qualified health care costs they have paid. These may include premiums and other out-of-pocket costs that have been determined by the employer. Any unused balance in the RRA rolls over to the next year.
An HRA must receive contributions from the employer only. Employees may not contribute. Contributions arent includible in income. Reimbursements from an HRA that are used to pay qualified medical expenses arent taxed.
If you leave the company or the job is terminated, the HRA money does not go with you. No Standardization Plan flexibility may be great for employers, but if your new employer offers different reimbursement rules than your previous one, it could be confusing.
A Health Reimbursement Arrangement (HRA) is an employer funded accident or health plan (Plan), that (i) provides individual accounts for reimbursing employees, retirees and their dependents for qualified medical expenses and (ii) permits any unused portion of the account at the end of the year to be carried