Most Popular Questions
Carryover funds can be used for the same eligible medical, dental, and vision expenses that are covered with your Health Care FSA or Limited Expense Health Care FSA. For a complete listing of eligible expenses, please refer to Eligible Expenses.
The claims processing rules for specific benefits still apply for carryover funds, even if you have a different account year to year.
Example: Let's say you have a Health Care FSA (HCFSA) for the 2016 plan year, and you enrolled in a LEX HCFSA for the 2017 plan year. All eligible expenses with 2016 dates of service are eligible for reimbursement from carryover funds. However, only eligible dental and vision expenses with 2017 dates of service would be eligible for reimbursement from the 2017 HCFSA carryover funds.