Documentation requests are a normal part of using your Flexible Spending Account (FSA).
Watch this short video to learn why documentation may be requested, what information is needed, and how to submit it quickly.
Tip: Save your receipts after every eligible purchase. Having them handy makes responding to documentation requests quick and easy.
The IRS requires Flexible Spending Accounts (FSAs) to verify that expenses are eligible healthcare purchases.
Many purchases can be automatically verified. Sometimes, additional documentation is needed to confirm the expense qualifies under IRS guidelines.
Documentation requests help keep your account compliant and your FSA funds available for eligible expenses.
| Required Information | |
|---|---|
| Provider or merchant name | |
| Date of service or purchase | |
| Description of service or item | |
| Amount charged | |
| Example | |
|---|---|
| ABC Pharmacy | |
| May 15, 2026 | |
| Prescription Medication | |
| $25.00 | |
Learn how your FSA debit card works and when documentation may be requested.
See which healthcare expenses may qualify for reimbursement.
Browse articles, FAQs, and helpful benefit information.
