Uploading Legal and Account Documents to Your Reimbursement Account - Overview

The Legal and Account Documents feature allows you to upload non-transactional documents to your reimbursement account, such as HIPAA forms, Powers of Attorney, Direct Deposit Forms, and Death Certificates, among others. This is the preferred and fastest way to provide these documents, as uploaded files are processed more quickly than documents sent by mail.

The Legal and Account Documents feature isn't intended for receipts and other supporting documentation related to expense reimbursements.

You can upload documents on the website or Via Benefits Accounts mobile app.


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Documentation Requirements for Reimbursement

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