Who is eligible?
Who owns the account?
What happens at the end of the year?
What happens if I leave my job?
What are the annual contribution limits?
What expenses are qualified for reimbursement?
When can I access my funds?
How do I get reimbursed?
What documentation do I need?
- Provider of services
- Person receiving care
- Date of services
- Charge for the services
- General description of the services provided
Are non-qualified health care withdrawals allowed
Does the account earn interest?
What are the tax benefits?
Is enrollment in a qualified high deductible health plan required?
Can funds be used for retiree health insurance premiums?
- Post-65 health insurance, including Medicare (other than premiums for a Medicare Supplement policy such as Medigap)
- Qualified long-term care insurance
- Health insurance, if receiving unemployment