Attached is a sample letter that will be sent to active and retired HRA participants in September that have an HRA balance. The HRA balances that remain unclaimed after 12/31/2017 will be forfeited. These balances run from a buck to the full $850.00
A follow up e-mail will have a file containing the names, addresses and phone numbers along with the individual balance of the affected members and retirees of the individual bargaining units.
Please make arrangements to reach out to the members and retirees of your Local to urge them not to leave any $$ on the table.
Eligible expenses include Medical co-payments and co-insurance, prescription co-pays, dental co-pays and vision expenses. Payments for services that were not covered by insurance or exceed coverage limits are eligible. Items such as additional contact lenses, including fluid and cleaners are reimbursable.
Often, receipts from pharmacies and grocery stores will highlight purchases of eligible reimbursement items.
See IRS publication 502 attached for eligible expenses.