Funding Overpayment Definition

An overpayment occurs when you receive a reimbursement in error or for an amount exceeding your funding contribution. Repayment may be required if:

  • An ineligible expense is reimbursed. Examples:

  • You set up Recurring Premium Reimbursement, but don’t update Via Benefits when your premium changes by completing a new reimbursement request.

    1. An expense previously approved and paid is later denied because it does not meet your former employer’s eligible expense rules.

  • Funding contributions are reversed due to the account holder's death or loss of qualification status.

  • A contribution amount changes.

  • Funds are used, or a payment is received, when you no longer qualify for the account.

  • A processing error occurs, such as:

    • Missing required documentation was discovered after payment.

    • A reimbursement is paid in error or paid twice

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How Automatic Premium Reimbursement Works

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Granting Access to Your Information in Case of Incapacitation