Payment Cards
Name one of the card statuses you may see in WEX
Active, Activate, Lost/Stolen, Suspended, Closed, ready to activate
When does the funds for an FSA get added to an FSA account?
The first day of the plan year the full FSA amount is front-loaded to the account.
What are IRS regulated and approved expenses allowed to be used by an HSA, FSA, or HRA
QME (Qualified Medical Expense)
In which tab do you search for a member on WEX?
Consumer tab
Consumer tab>consumer setup
Who can add the dependent to the family profile on the Optum Bank website/portal?
The account holder
Who is able to contribute to an HRA?
The employer only
Substantiation
Where on WEX would we find notes about an AH holder's plan?
Consumer support tab under consumer notes
How can you see an account holder's commuter benefits if they need assistance with placing an order?
Use CAP to impersonate and click the "transportation benefits" hyperlink on the main dashboard
Look up by first and last name in Edenred admin site
What are we NOT able to do when we activate a debit card?
Set up a pin
Why would someone have a LPFSA?
Because they also have an HSA account
Is substantiation required when a payment card pays from an FSA?
Yes it is still required because swiping a card creates a claim case
Where would you find a card status in WEX? The "debit cards" hyperlink or the "view debit card activity (Benny)" hyperlink?
True or False: Member can set up a recurring parking order that repeats monthly
True
Name three reasons that a card may decline
Not active
Expired
Not a QM
Not a qualified merchant
Not enough funds
Reached daily card limit
Card has been suspended
Is a DCFSA able to pay for tuition?
Only if the student is younger than 4 years of age
How many days does an account holder have to substantiate a claim before their payment card is suspended?
60
Where would you find important plan design information?
Employer tab>Plan setup>manage plans
What day of the month is the deadline for placing an order for the next month?
10th of each month
How long does a suspension lift last before the card gets resuspended?
Until midnight the day of when the suspension is removed
If an account holder has a stacked card, would an HSA pay first or a general FSA? Why?
FSA because HSA funds rollover
What is it called when a reimbursement from one approved claim is used to pay for an denied claim?
Offsetting
Where would you find information on how long an AH has to submit claims after termination?
Employer tab>manage plan>click on pla>loss of eligability>"allow ineligable participants to file claims for:"
Transportation orders will be fulfilled to the member's account between which days?
The 15th and 23rd of the month