Submitting a Reimbursement Request on the Website
This article applies to you if you have a Via Benefits reimbursement account (sometimes known as a Health Reimbursement Arrangement)*.
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Automatic Premium Reimbursement and Express Reimbursement are the preferred methods to submit premium reimbursements as they don't require supporting documentation. Reimbursements should only be entered manually if you don't have Automatic Premium Reimbursement or Express Reimbursement turned on.
To submit a reimbursement request on the website, complete the following steps:
1. Sign into Via Benefits, and select View Accounts in the Funds and Reimbursements section.
2. Select Visit the Reimbursement Center for the desired account on the Request Reimbursement and Manage Funds tab.
3. On the Dashboard, select Premium Reimbursement or Out-of-Pocket Reimbursement.
Note: Your former employer may provide premium reimbursement only. You will only see the options that are offered to you by your previous employer.
4. Review the Let’s Get Started box for detailed instructions on submitting your reimbursement request, and select Continue.
5. Enter the following information in the order it's requested:
Note: Subsequent questions are grayed out until the previous answer is provided.
Category (e.g., Medicare Part A/B, Medical, Pharmacy).
Occurrence (Recurring Premium or One-Time Premium) for premium reimbursements only.
Type (e.g., Treatment, Equipment) for out-of-pocket reimbursements only.
Date of Service Enter dates using the calendar. Your date of service must be after the date your reimbursement account began.
Provide the coverage dates for recurring and one-time premium requests (e.g., January 2023 to December 2023).
Note: Premiums don't require a specific date of service because they're based on a full month.Provide the dates for out-of-pocket requests. This can be a single date or a date span.
Note: Out-of-pocket expenses that cross calendar years must be submitted as two separate expenses.
Amount of your request (for premiums, enter the total premium amount paid to your insurance carrier for the selected date of service).
Provider/Carrier Name (e.g., Aetna, CVS).
Note: The providers and carriers you entered in the past appear in the drop-down list. However, you can enter any other provider or carrier in the blank box.
Name of Insured/Individual Serviced (select a dependent from drop-down list).
6. Select Upload File to provide supporting documents.
7. Select Upload Another File to upload additional documents.
8. Select Submit on the Review & Submit page to proceed.
9. Select Submit Another Expense on the Finished page if desired.
*Via Benefits reimbursement accounts are administered by Extend Health, LLC.