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.  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.

Treatment of Year-End Expenses

You have until the March 31 following the end of a given plan year to submit claims for reimbursement of expenses incurred during that plan year. Account balances remaining after that date will, by law, be forfeited. You may not use current plan year account balances to pay for expenses incurred in a prior plan year. Prior plan year expenses must be paid with prior plan year account balances. Also, unused amounts cannot be carried over and used to reimburse expenses incurred in a later year.

Filing Claims If You Leave Boston University

Special rules apply to filing claims if you should leave Boston University before your claims are submitted.

Flexible Spending Account—Dependent Care

You may continue to submit claims for reimbursement of eligible dependent care expenses incurred through the last day of the calendar year in which you terminate employment at Boston University. However, such claims must be submitted no later than the March 31 following the end of that calendar year. Any account balances remaining after that date will, by law, be forfeited.

Flexible Spending Account—Health Care

In certain circumstances, you may elect to continue your participation in your account, through federal health care coverage continuation provisions under COBRA but only to the extent required by COBRA. To do so, you must make your election within 60 days after the end of the month in which you leave Boston University. If you elect to continue your participation, your contributions will be made with after-tax dollars.

If you elect to discontinue your participation, your account balance will be frozen as of the date your employment ends. You may continue to submit claims for reimbursement of expenses incurred through the last day of the calendar year in which you terminate employment at Boston University. However, such claims must be submitted no later than the March 31 following the end of that calendar year. Any account balances remaining after that date will, by law, be forfeited.

Filing Claims If You Become Totally Disabled or Die

You or your survivors may continue to submit claims for expenses incurred during the calendar year in which your total disability or death occurs. However, such claims must be submitted no later than the March 31 following the end of that calendar year. Any account balances remaining after that date will, by law, be forfeited.

Use of Forfeitures

Forfeited account balances will remain part of the University’s assets. Under no circumstances may any forfeiture be used to directly benefit any individual plan participant.