Viewing Your Reimbursement Account Balance
This article applies to you if you have a Via Benefits reimbursement account, sometimes called a Health Reimbursement Arrangement.*
Use the links below to learn how to check your account balance or how it’s calculated.
Checking Your Account Balance
There are three ways to check your current account balance:
On the Via Benefits Accounts mobile app
On the website
By calling us
Via Benefits Accounts Mobile App
Sign in to the app and view the Total Available Balance on the dashboard. For account details, tap anywhere inside the Total Available Balance pane.
You can download the Via Benefits Accounts mobile app from the App Store or Google Play.
Website
Sign in to viabenefitsaccounts.com and view the Available Balance on the Dashboard.
Note: The Available Balance section varies depending on your account type. This image may not match your account.
You can also:
Select View Account to see an overview of your account.
Select More to view your account Activity and Payments.
Select the Scheduled Payments amount to view scheduled recurring premium reimbursements if applicable.
Call Us
Call 1-866-322-2824 (TTY: 711) and follow the automated voice prompts to get your account balance. You don’t need to speak with a representative.
How Account Balances are Calculated
Your account balance is calculated according to the rules established by your former employer or benefits provider.
Determining How Your Account Balance is Calculated
To determine how your account balance is calculated, start by selecting View Account in the Available Balance section on the website Dashboard.
The way your account information is presented is based on how your available balance is calculated for the current plan year. To find out how your balance is calculated, review the information below.
Note: No matter what type of reimbursement account you have, you can only submit expenses incurred while you were eligible for the account.
Prior Year Balances Are Unavailable After the Deadline
If your account shows deadlines for when expenses must be incurred and submitted, it has a run-off period that provides a window of opportunity to use last year’s remaining funds on qualified expenses from the prior year. If you don’t submit your prior-year requests by your deadline, last year’s unused funds will be forfeited.
Website Example
In this example, expenses incurred in 2026 must be submitted by 03/31/2027.
The Deadlines for incurring and submitting expenses are displayed, along with the Available Balance, broken down by yearly contributions and payments.
Prior Year Balances Are Available After the Deadline
In the Total Balance section, if you see columns for Year, Year Balance, and Available Balance, your account allows you to use unused funds from prior years toward eligible expenses in the current year. The current year’s balance will be used first before any funds are taken from prior years.
There is a deadline for submitting expenses incurred in the previous year. The deadline to submit expenses is detailed in your Summary of Plan Document. If the deadline passes, the funds can’t be used for expenses from the previous year; however, they are available to use for expenses from the current year and, if unused, will be available to use in future years.
Website Example
The Balance Breakdown section shows the Available Balance for the current year and one year prior. You can select See More Years to see any prior years not shown. You can also select Show More to see additional balance details for a specific year.
In the Total Balance section, under Year Balance, you may see green arrows that indicate unused funds were rolled into the next year.
All Year Balances Are Available
In the Total Balance section, if you see Available From next to each year you’ve had the account, it means unused funds from previous plan years can be used to pay for eligible expenses incurred in the current plan year. In addition, your current available balance may be used to reimburse eligible expenses incurred in prior plan years. Another indication that your account works this way is that the Available Balance shown for the current plan year matches the Available Balance shown for the prior plan year.
Website Example
In this example, funds remaining from 2024 and 2025 can be used for 2026 expenses, and funds from 2026 can be used for expenses from 2024 and 2025. The Total Available Balance shows the funds available from all years.
The Balance Breakdown shows the Available Balance for the current year and one year prior. You can select See More Years to see any prior years not shown. You can also select Show More to see additional balance details for a specific year. shown.
*Via Benefits reimbursement accounts are administered by Extend Health, LLC.