Reimbursement QuickStart Guide

This article applies to you if you have a Via Benefits reimbursement account, sometimes known as a Health Reimbursement Arrangement.*

Note: If you have an Individual Coverage HRA (ICHRA), use the ICHRA Reimbursement QuickStart Guide instead.

How to Set Up Automatic Premium Reimbursements

Follow these three simple steps:

1. Sign in to your account.

• Go to viabenefitsaccounts.com or use the Via Benefits Accounts to manage your account on your phone or tablet.

  • Download the Via Benefits Accounts mobile app from the App Store or Google Play if you haven't already.

• If you enrolled in a Medicare or Individual and Family plan through Via Benefits, use the same username and password.  

2. Set up direct deposit.

• Direct deposit is the fastest and most secure way to get reimbursed.

• You can set it up on the website or mobile app. Read Set Up Direct Deposit in a Few Easy Steps for detailed instructions. 

• Before you begin, have your bank routing number and bank account number.

3. Choose the automatic reimbursement option that works for your plan.

Automatic Premium Reimbursement

• For Medicare plans only

• Automatically renews if you stay in the same plan

• No supporting documents are required

• Easiest option for Medicare premiums

Express Reimbursement

• For Medicare plans and Individual and Family plans

• In most cases, no supporting documents are required upfront

Recurring Premium Reimbursement

• Used when other options aren’t available, and your plan allows it

• Supporting documents are required

For help submitting reimbursements, see:

• Submitting a Reimbursement Request on the Mobile App

• Submitting a Reimbursement Request on the Website

• Documentation Requirements for Reimbursement

Use the chart to evaluate your automation options

Automation Types	Automatic Premium Reimbursement	Express Reimbursement	Recurring Premium Reimbursement**
Premium Reimbursement Types and Uses	Medicare medical and drug plan premiums Medicare Part B Not available for Individual and Family plans	Medicare medical and drug plan premiums (if Automatic Premium Rembursement is unavailable) Individual and Family medical plan premiums	Individual and Family medical plan premiums Medicare medical and drug plan premiums Medicare Parts A and B
Automatic Annual Renewal	Yes, if you stay in the same plan.	No. A new request must be submitted annually or if your premium changes.	No. A new request must be submitted annually or if your premium changes.
How to Automate	Read Turning Automatic Premium Reimbursement On or Off on the Via Benefits Website	Read Express Reimbursement Overview	Read: Submitting a Reimbursement Request on the Mobile App Submitting a Reimbursement Request on the Website

For additional assistance, call us at 1-866-322-2824 (TTY: 711).

*Via Benefits reimbursement accounts are administered by Extend Health, LLC.

**Some reimbursement arrangement rules may not support Recurring Premium Reimbursement.

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