HRA FSA Letter of Medical Necessity Submission Form
This file is a Letter of Medical Necessity used for HRA and FSA reimbursement requests. It requires certification from a healthcare provider for eligible treatments. It is essential for individuals seeking reimbursement for medically necessary expenses.
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How do I fill this out?
To fill out the Letter of Medical Necessity, start by gathering the necessary patient information. Ensure that the attending physician completes the form with the appropriate treatment details. Lastly, submit the completed form alongside your initial claim.

How to fill out the HRA FSA Letter of Medical Necessity Submission Form?
1
Gather patient information including diagnosis and treatment needs.
2
Complete the form with the physician’s input regarding necessity.
3
Ensure the treatment is not cosmetic and medically required.
4
Specify the treatment time frame and duration clearly.
5
Submit the form with the first reimbursement claim.
Who needs the HRA FSA Letter of Medical Necessity Submission Form?
1
Patients requiring FSA or HRA reimbursement for medical expenses.
2
Healthcare providers needing to certify medical necessity for treatments.
3
Individuals undergoing long-term treatments that need annual verification.
4
Caregivers submitting claims for dependent care services.
5
Employees managing healthcare accounts requiring proof for reimbursements.
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What are the instructions for submitting this form?
To submit the form, mail it to HealthEquity at PO Box 14374, Lexington, KY 40512. You can also fax the completed form to 801.999.7829. For online submission, visit the HealthEquity member portal and follow the prompts to upload your documentation.
What are the important dates for this form in 2024 and 2025?
For 2024 and 2025, please be aware to submit medical necessity letters promptly for the start of new treatment periods. Check with your healthcare provider for any specific deadlines for claim submissions. Ensuring timely submission will help avoid delays in receiving reimbursement.

What is the purpose of this form?
The purpose of this form is to provide necessary documentation for reimbursement requests regarding medical treatments and services. It certifies that the specified treatment is medically necessary as determined by a healthcare provider. This form must be completed each year to ensure continued eligibility for reimbursements.

Tell me about this form and its components and fields line-by-line.

- 1. Account Holder Information: Details of the account holder including name, address, and contact information.
- 2. Patient Information: Information regarding the patient who is receiving treatment.
- 3. Diagnosis/Treatment: A detailed description of the diagnosed condition and corresponding treatment.
- 4. Treatment Time Period: Specifies the duration for which the treatment is deemed necessary.
- 5. Physician Details: Contains the attending physician's information including signature and license number.
What happens if I fail to submit this form?
Failure to submit this form can lead to denial of reimbursement from your health account. It is crucial to have the letter completed and submitted to avoid delays. Not providing necessary documentation may result in out-of-pocket expenses.
- Claim Denial: Without submission, your claim will be automatically denied leading to uncovered expenses.
- Delayed Reimbursements: Claims may take longer to process, resulting in eventual delays in reimbursements.
- Financial Burden: You may face unexpected costs if you don’t leverage your benefits properly.
How do I know when to use this form?

- 1. Initial Claims Submission: To submit initial claims for treatment expenses.
- 2. Annual Relevancy Verification: Ensure continued eligibility for long-term treatments each year.
- 3. Dependent Care Claims: For caregivers submitting claims on behalf of dependents.
Frequently Asked Questions
What is the Letter of Medical Necessity?
This letter certifies that a particular medical treatment is necessary and qualifies for reimbursement.
How do I fill out the form?
Gather all necessary patient and provider information before completing the PDF.
Can I edit the PDF before submission?
Yes, you can use PrintFriendly to make all necessary edits to the form.
Is my doctor required to sign the form?
Yes, a physician's signature is required to validate the medical necessity.
How do I submit the completed form?
You can submit via mail, fax, or electronically through your health insurance provider.
What if my treatment exceeds the stated duration?
You will need to submit a new letter of medical necessity for any continued treatment.
Is this form used for cosmetic treatments?
No, the form is strictly for treatments deemed medically necessary.
Can I use this form for dependents?
Yes, dependents' treatments can also be covered with this form.
What happens if I don't submit the form?
Claims may be denied without proper documentation requested by the insurance company.
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Using PrintFriendly's editing features is completely free.
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