What do I do? I received a Substantiation Request!

You've used your Benny Card, but now you've received an email or letter about documentation. Follow the steps below in a timely fashion to keep your Benny Card active.

How do you successfully substantiate?

1. Download the free Benetech Benefits mobile app and submit your documents directly from your phone**!

You can find the Benetech Benefits app in the Apple App Store or Google Play Store. Learn more about how to log in here: https://support.benetechadvantage.com/portal/kb/articles/benetech-fsa-hra-hsa-mobile-app

2. Upload a copy of your itemized receipt

Take a picture of your documentation and upload it into the Claims Requiring Receipts.

Your itemized statement or Explanation of Benefits (EOB) must include:
- Provider Name
- Patient Name
- Service(s) Received or Item(s) Purchased
- Date of Service
- Amount of Expense Incurred
- Documentation of Dental Insurance Payments, if applicable to these transactions

Can’t find your receipt? Call your doctor, dentist, or pharmacy today and have them send you (and/or us) a copy.

3. Kindly respond within 30 days of the request. After you have submitted the appropriate documentation, no further action is required on your part unless we notify you otherwise.

Have upcoming expenses? Take pictures to take action!

The IRS requires proof that your FSA/HRA pre-tax dollars are used for eligible expenses. Take pictures of your receipts, statements and EOBs as soon as you have them and add them to the mobile app receipt organizer so you can easily upload them if you receive another substation request. Remember- save all your receipts and keep them with your annual tax documentation.

**No smartphone? No problem ! You can send the itemized receipt or EOB to us (with a copy of the request) via email, fax, or old-fashioned snail mail using the contact information below.

Fax: 518-283-2384

Benetech, Inc.
PO Box 348
North Greenbush, NY 12198

flexinfo@benetechadvantage.com

Still have questions? Let’s chat! Call us at 1-518-283-8500 between the hours of 8:30am and 4:30pm (Eastern Time), Monday through Friday.