How to File a Claim

Claims for reimbursement may be filed at any time during the claims period, from January 1st of the current plan year through March 31st of the following year, and must represent expenses incurred during the current plan year while you were participating in the Plan.  Expenses incurred before you enroll cannot be reimbursed.  A claim is “incurred” when the services relating to that claim were provided.

For FSA Dependent Care Claims Only

You must submit a Dependent Care Documentation Form each year for each of the Dependent Care providers you use.  Once this form is on file with P&A Group, claims submitted with receipts including dates of service will suffice for reimbursement.

The Flexible Spending Account Claim Form is available here.  When you complete a claim form, include any information required for the verification of health or dependent care expenses.  You must include an itemized invoice or receipt with the dates of service, the services performed, and the cost.

Claims must be submitted to the plan administrator, P&A Group.  Several submission options are available.  You may submit your claim online at the P&A Group website.  Before submitting an online claim you will need to register to create a password and username.   Just click on the link “First time logging in, click here.”  When prompted to enter your Social Security Number, you should provide your University ID# instead.  Then follow the instructions to set up your account.

Completed claims may also be sent to P&A Group via fax or mail.

Fax: Toll-free 1 (877) 855-7105 or 1 (716) 855-7105

Mail:      Flex Department
P&A Group
17 Court Street, Suite 500
Buffalo, NY 14202-3204

P&A Group customer service representatives are available Monday through Friday, 8:30 a.m. – 8:00 p.m. EST.  Call 1 (800) 688-2611.

How to Register

You can register to set up an online account with P&A Group.  Among other things, registering will allow you to submit your claims online and use the website to check account balances, and the status of claims.

- Go to the P&A Group website and select the tab for Participants.
- On the right hand side of the webpage there will be a section titled, “Log into My Benefits.”  Just click on the link “First time logging in, click here.”
- When prompted to enter your Social Security Number, you should provide your University ID# instead.  Then follow the instructions to set up your account and your preferences.