How do I request reimbursement?

We want to make it as easy as possible for you to make withdrawals. Your employer hired FlexBank to help them follow all of the IRS rules. So, in order to process your request, we need the information required to make sure your request is for an allowable expense. Itemized receipts must say who, what, why, where, when, and how much. To assure prompt reimbursement, please follow these simple steps.

Always use a claim form, it’s short and easy to complete. One can be found in the Participant, Forms & Brochures section of this website.