Submitting Reimbursement Requests on the Mobile App
This article applies to you if you have a Via Benefits reimbursement account, sometimes called a Health Reimbursement Arrangement.*
Note: If you are receiving an Individual Coverage Health Reimbursement Arrangement (ICHRA) through your employer, visit the ICHRA QuickStart Reimbursement page.
Preferred Methods
Automatic Premium Reimbursement and Express Reimbursement are the preferred methods for submitting premium reimbursements as they don't require supporting documentation. Premium reimbursements should only be entered manually if you don’t have Automatic Premium Reimbursement and Express Reimbursement turned on.
Submit a Reimbursement Request
What’s New?
Via Benefits now offers a faster reimbursement submission experience. After uploading your documents, the system reviews them, extracts key information, and confirms required details. If you prefer, you can enter the expense details manually.
Types of Expenses You Can Submit
You can submit the following expenses for reimbursement:
Premium expenses
Out-of-pocket expenses (e.g., copays, coinsurance, deductibles)
Note: Some former employers only allow premium reimbursement.
Premium Expense
Note: To ensure your reimbursement is deposited in the correct bank account, verify that your banking information is correct before starting this process. You can’t update existing banking information within this process. See Setting Up or Updating Direct Deposit on the Mobile App for instructions.
To enter a premium expense, complete the following steps:
1. Sign in to the mobile app.
You can download the Via Benefits Accounts mobile app from the App Store or Google Play.
2. Select Add New Expense on the Dashboard.
3. On the Reimbursement Center page, review the available reimbursement options:
Note: If you don’t see this page, go to step 4.
Turn on Automatic Premium Reimbursement to have eligible premiums reimbursed automatically. See Automatic Premium Reimbursement for more information.
Select an expense under Express Reimbursement to submit a request for a listed premium. See Express Reimbursement for more information
If the premium expense you want to submit isn't listed, select Add New Expense and provide the required expense details and supporting documentation.
4. Provide expense information.
What kind of expense was it?
Select the category (e.g., Medicare Part A/B, Medical, Pharmacy).
Select the expense type (Premium)
Note: Group coverage premiums are reimbursable only if paid with post-tax dollars.
How would you like to submit it? (Select one)
Auto-fill your form: Upload your documents, and our AI tool scans them and fills in the form for you. Select Learn more for details.
Fill out the form yourself: Upload your documents, then enter the expense details manually instead of using AI to extract the information.
Select Continue.
5. Upload your supporting documents.
Choose Select from Unused Receipts (if available)or Upload Document:
Select from Unused Receipts: Select receipts you previously saved to your account.
Upload Document: Select documents from your device.
Note: Each file must be 5 MB or less and in PDF, GIF, JPG, TIF, TIFF, JPEG, or BMP format. If a file exceeds 5MB, split it into smaller files (e.g., divide a 20-page document into two 10-page documents).
6. If you selected Upload Document, select the upload option. You can:
Select Camera to take a picture of a document.
Select Photos to upload a photo from your device.
Select Files to upload a file from your device.
7. If you selected Auto-fill your form, the system analyzes your documents.
8. The attached files appear. Once you’ve finished uploading documents, select Continue.
You can:
Select Add to upload more documents.
Select the X in the corner of an image to delete it.
9. If you selected Auto-fill your form, the system extracts your expense details from the documents you uploaded.
10. Verify all expenses Details are populated and correct. Once they are correct, select Continue.
If you selected Auto-fill your form, and AI can’t extract all the details from your document, you’ll receive a message to enter any missing details. Additional documents may be needed to support those details.
If you selected Fill out the form yourself, enter all the expense details.
Policy Period (Use the calendar to select dates, e.g., January 2026 to December 2026). The period must be after your reimbursement account started.
Note: To set up Recurring Premium Reimbursement, enter the Policy Period for the months you want reimbursed. After it’s set up, there’s no need to submit a request each month. See Recurring Premium Reimbursement to learn more.Premium Amount
Select the type (Monthly or Total).
Enter the amount paid to your carrier for the policy period.
Carrier (e.g., Cigna)
Individual(s) Covered
11. Review the Payment Method and select Continue.
Some former employers require you to use direct deposit. You can:
Select +Add Bank Account on this page if you don’t have one on file.
Update your bank account if it's incorrect. To do this, you must X out of the reimbursement page to return to the dashboard and complete the updating direct deposit process. See Setting Up or Updating Direct Deposit on the Mobile App for instructions.
If your former employer allows it, and you don’t want to add a bank account, you can choose to receive a check.
12. Review the request. You can:
Select Submit if the details are correct.
Select Edit to make changes.
13. A success message appears.
If you selected Auto-fill your form, and AI determines that your request is eligible for reimbursement after extracting the necessary expense details, you’ll receive a message confirming that your request has been approved.
Otherwise, you’ll receive a message that your request has been received.
14. Choose to Add Another Expense or go Back to Dashboard.
Payment Time Frames
Allow up to five business days for your request to be processed.
After your request is approved, payment is issued based on your selected payment method:
Direct deposit: Funds are typically deposited within 1-3 business days.
Check: Delivery typically takes 7-10 business days.
Out-of-Pocket Expense
Note: To ensure your reimbursement is deposited in the correct bank account, verify that your banking information is correct before starting this process. You can’t update existing banking information within this process. See Setting Up or Updating Direct Deposit on the Mobile App for instructions.
To enter an out-of-pocket expense, complete the following steps:
1. Sign in to the mobile app.
You can download the Via Benefits Accounts mobile app from the App Store or Google Play.
2. Select Add New Expense on the Dashboard.
3. On the Reimbursement Center page, select Add New Expense.
Note: If you don’t see this page, go to step 4.
4. Provide expense information.
What kind of expense was it?
Select the expense category (e.g., Medical, Pharmacy).
Select the expense type (e.g., Treatment).
How would you like to submit it? (Select one)
Auto-fill your form: Upload your documents, and our AI tool scans them and fills in the form for you. Select Learn more for details.
Fill out the form yourself: Upload your documents, then enter the expense details manually instead of using AI to extract the information.
Select Continue.
5. Upload your supporting documents.
Choose Select from Unused Receipts (if available) or Upload Document:
Select from Unused Receipts: Select receipts you previously saved to your account.
Upload Document: Select a document from your device.
Note: Each file must be 5 MB or less and in PDF, GIF, JPG, TIF, TIFF, JPEG, or BMP format. If a file exceeds 5MB, split it into smaller files (e.g., divide a 20-page document into two 10-page documents).
6. If you selected Upload Document, select the upload option. You can:
Select Camera to take a picture of a document.
Select Photos to upload a photo from your device.
Select Files to upload a file from your device.
7. If you selected Auto-fill your form, the system analyzes your documents.
8. The attached files appear. Once you’ve finished uploading documents, select Continue.
You can:
Select Add to upload more documents.
Select the X in the corner of an image to delete it.
9. If you selected Auto-fill your form, the system extracts your expense details from the documents you uploaded.
10. Verify all Expense Details are populated and correct. Once they are correct, select Continue.
If you selected Auto-fill your form, and AI can’t extract all the details from your document, you’ll get a message to enter any missing details. Additional documents may be needed to support those details.
If you selected Fill out the form yourself, enter the expense details.
Date(s) of Service
Amount
Provider (e.g., Dr. Smith, CVS).
Individual(s) Serviced (select yourself or a dependent from drop-down list).
11. Review the Payment Method and select Continue.
Some former employers require you to use direct deposit. You can:
Select +Add Bank Account on this page if you don’t have one on file.
Update your bank account if it's incorrect. To do this, you must X out of the reimbursement page to return to the dashboard and complete the updating direct deposit process. See Setting Up or Updating Direct Deposit on the Mobile App for instructions.
If your former employer allows it, and you don’t want to add a bank account, you can choose to receive a check.
12. Review the request. You can:
Select Submit if the details are correct.
Select Edit to make changes.
13. A success message appears.
If you chose Auto-fill your form, and AI determines that your request is eligible for reimbursement after extracting the necessary expense details, you’ll receive a message confirming your request has been approved.
Otherwise, you’ll receive a message that your request has been received.
14. Choose to Add Another Expense or go Back to Dashboard.
*Via Benefits reimbursement accounts are administered by Extend Health, LLC.