Authorize Others to Access Your Information
If you've chosen people to manage your affairs or help you in the event you become incapacitated or pass away, add them to your Via Benefits Profile as authorized representatives. This allows us to speak to them if you're unable to manage your reimbursement account or enrollment yourself. Contact Via Benefits to establish an authorized representative. A Via Benefits representative can walk you through the process. If you're unable to come to the phone, the representative can provide details to the person who calls about submitting documentation for review.
Authorization To Release Protected Information
Complete the Authorization to Release Protected Information if you want us to share your information with a family member or friend.
The Authorization to Release Protected Information (ARPI) has two levels of access, limited and full.
Limited - Allows sharing protected health information (PHI) with the representative, but prevents the representative from making changes to your information.
Full - Allows sharing PHI with the representative and allows the representative to make changes to your information. This is important if the representative manages funds or banking.
You can authorize access to your information anywhere from a single day up to indefinitely. Because sensitive information is made available to these representatives, we encourage listing only your most trusted advisors as indefinite authorized representatives.
An authorized representative with an ARPI may not complete an enrollment or the Scope of Appointment agreement on your behalf.
Power of Attorney
Add a Financial or Durable Power of Attorney (POA) to allow us to speak with your POA about your information.
POAs and other legal documents accepted by Via Benefits:
Durable POA
Guardianship
Conservatorship (Conservatorship paperwork must specify the ability to make financial decisions)
Financial POA
With a valid Durable POA or Financial POA, the person named is legally permitted to take care of important matters if you're unable to do so. These matters may include completing enrollment applications on your behalf or managing your reimbursement account.
Via Benefits can't help you obtain a POA or provide legal advice. Seek legal counsel if you need to establish a POA.
Prepare Your Via Benefits Profile for Your Passing
Call us to add an authorized representative or a POA to your Profile. A Via Benefits representative asks a few questions, reads a statement, and collects your verbal agreement authorizing the appropriate type of representative for your needs. There’s no form to fill out unless you can’t come to the phone.
If you're incapacitated or unable to come to the phone and verbally authorize your representative, we can email you or your legal representative an Authorization to Release Protected Information Form to fill out.
Your legal representative can complete and return the form along with the legal documentation of representation (for example, Durable POA, Guardianship, or Conservatorship). The legal documents need to be sent to us for review before the POA can provide assistance.
You can send legal documents to us by email or mail. Please clearly provide the participant's name and date of birth on the documents. We're unable to associate the document with the participant's Profile if we can’t identify the participant on the document.
Via Benefits HRA
PO Box 981155
El Paso, TX 79998-1155