Uploading Non-Transactional Documents Via the Website
Using a new feature called My Documents, you can upload non-transactional documents to your reimbursement account, such as HIPAA forms, Powers of Attorneys, Direct Deposit Forms, and Death Certificates to name just a few. This is the preferred method of providing these documents to us. Processing documents that are uploaded is faster than by mail. My Documents isn't meant for receipts and other supporting documentation for your expense payments.
Documents can be uploaded on the website or on your android or iOS mobile device.
To upload documents via the website, complete the following steps:
2. Select View Accounts on the Home page.
3. On the Request Reimbursement and Manage Funds tab, select Visit the Reimbursement Center.
4. Select My Documents from the Document Manager drop-down list.'
5. Select Upload Document on the My Documents page.
6. Select Upload Document.
Note: Select Resolve if you've been notified we can't approve an expense and want to submit a receipt or other supporting documentation.
7. Select the Document Type from the drop-down list. Refer to the document types list to the right.
8. Select Upload Document.
Note: The acceptable file formats are PDF, GIF, JPG, TIF, TIFF, JPEG, BMP, and PMG. The maximum upload file size is 5 MB.
9. Upload your file. You can either drag and drop your file or browse for it.
If you select Browse For File(s) you'll be taken to your folder(s) on your PC to choose a document to upload. Select the file.
Note: If the document format isn't acceptable or the file upload size is above the maximum, you'll get an error message.
10. Select Submit.
11. You will see a success screen that provides an option to upload another document or to go back to the Dashboard.
12. You can see your uploaded documents on the My Documents page under Uploaded.
Column Headings:
Image: Image you uploaded. You may not be able to view the image.
File Name: Name of the file you uploaded
Document Type: Document type you chose for the file. For example, Legal Document or Direct Deposit Form.
Note: We may change this if the wrong document type was selected.
Date Uploaded: Date you uploaded the file
Date Reviewed: Date we reviewed the document
Status: Either In Process or Reviewed. In Process indicates we have received the document, and have not yet reviewed it. You can't view documents in an In Process status.
Documents you have mailed or faxed to us are displayed on the Mailed/Faxed tab. Emailed documents may appear here based on your former employer.
Column Headings:
Image: Image that you mailed, faxed or emailed to Via Benefits. You may not be able to view the image.
Document Type: Document Type selected by Via Benefits
Date Received: Date the materials are received
Date Reviewed: Date that we reviewed the document
Status: Either In Process or Reviewed. In Process appears until the document that was sent has been reviewed. You can't view documents in an In Process status.
13. You will get notified your document has been received. Depending on your notification preferences, you will get an email or a push notification on the mobile app.