Is there special documentation required for reimbursement of Orthodontia treatment?
The IRS requires that specific documentation be furnished when requesting reimbursement for orthodontia treatment. Since most orthodontia programs extend for long periods of time, sometimes beyond the Plan Year, we ask that the Orthodontist provide a document or a copy of the contract listing services and the cost of care for the employer sponsored Flexible Benefits Plan Year. Only those services incurred during the Plan Year are eligible for reimbursement (not beyond the Plan Year). Once you have furnished us with a copy of the contract or statement from the Orthodontist listing the type of treatment duration of treatment and payment schedule, you will need to submit a copy of the monthly payment receipt as incurred from the Orthodontist along with a completed Request for Reimbursement Form. (IF YOU PAY THE ORTHODONTIST UP FRONT FOR THE ENTIRE TREATMENT, REIMBURSEMENT WOULD ONLY BE LIMITED TO THE COST OF TREATMENT FOR EACH MONTH IN THE PLAN YEAR AS INCURRED. REIMBURSEMENT CANNOT BE MA
