TRN
What does TRN stand for?
Transit
What does PKG stand for?
Parking
Which accounts are prefunded and which are non-prefunded?
•Prefunded-FSA, LPFSA
•Non-Prefunded- TRN, PKG, DCA, HSA
•Employer Funded- HRA
Ppt called in on 5/1 and stated that their card does not work to pay a medical bill. Ppt is a termed employee with a termed date of 4/18. Why does his card not work?
Since the ppt is no longer an active employee, his card is now inactive. Check on the ppt’s account or Reimbursement Client Data Sheet to determine the last date of claims submission.
Ppt submitted a claim towards a TRN account for gas. Is this reimbursable?
No. TRN is for trains, Uber Pool, Lyft and bus.
What expenses can I submit to the TRN account?
A ppt can submit bus, train, Uber pool, towards the TRN account. It must be mass transportation to and from work.
Can a ppt use these funds to park at the mall?
No, these funds are for parking at work.
Which plan is fully funded by the employer?
HRA is employer funded only.
Ppt called in and wants to order a card for their 17 year old daughter. Can we order the card?
No, we should only order cards for 18 years and older.
Where can a ppt see if an item is eligible?
At the end of the plan year, do any funds roll over to the next plan year?
Yes, any unused funds will roll over to the next plan year.
If a ppt does not have enough funds in their PKG account, can they use funds from their TRN to pay for their PKG account?
No, you cannot use the TRN account toward the PKG account.
Can a ppt contribute more into the FSA account during the middle of the plan year?
Ppt cannot change the contribution for their FSA, DCA, and LPFSA, without a QLE or AE.
Ppt called in stating that they accidently elected a PKG account instead of a TRN account. They want to transfer the funds to the correct account. How can they do that?
PKG funds cannot go into the TRN account or vise versa. PKG and TRN will roll year to year and they may use it later.
Ppt calls in to change their HSA/TRN/PKG election. Can a ppt do that?
Ppt can make changes to all of them throughout the year.
Can a ppt move the TRN funds to the FSA?
No, the ppt cannot transfer the funds to another account.
Can a ppt spouse use the card for his PKG expense?
No. It is only for the ppt to use.
What type of contributions can be changed throughout the year?
HSA, TRN, PKG
Ppt submitted a claim and it's pending. Why?
Confirm if we are missing documents. We need date of service, description of service, and cost in order to process claims.
Ppt does not have an extended service date or a rollover. Can last year’s money be used to pay for an expense that was incurred this year if there are still funds left over?
No. Any unused funds from the prior year cannot be used for the current plan year.
If the ppt cannot use their card at the vendor, can they submit for reimbursement?
Yes.
When can the ppt make changes to their PKG?
Ppt can make changes to their PKG at any time throughout the year.
A ppt called because they were looking at their transaction history for their FSA and they saw that a deposit of $75.00 was made, but the amount available to them did not change. Why would the balance available not increase?
It is a pre-funded account. This means the entire annual balance is put in the account up front. The ppt then repays the account from each pay period throughout the year. Because the money was fronted by the company, these deposits have no effect on the actual balance.
A person calls in and states that they found a card on the ground. What should you do?
•Ask for the name on the card or card number.
•Ask the caller to destroy the card.
•Mark the card as temporarily inactive.
•Order a new card for the ppt.
•Call the ppt to advise that the card was found, and a new card has been ordered.
•Notate the account.
What happens if a ppt had an FSA in their prior plan year, the client has a rollover, and the ppt elected an HSA for the current year?
The rollover funds from the prior year will create an LPFSA account. The ppt can't contribute to an FSA and an HSA at the same time.