How to Reimburse from Fidelity HSA

Reimbursing from your Fidelity HSA is a simple and straightforward process that allows you to access funds for qualified medical expenses. To reimburse from your Fidelity HSA, follow these steps:

1. Keep detailed records: Make sure to keep all receipts and documentation for medical expenses that you plan to reimburse from your HSA.
2. Log in to your Fidelity account: Access your Fidelity account either online or through the mobile app.
3. Submit a reimbursement request: Navigate to the reimbursement section in your account and submit a request for the expenses you incurred.
4. Choose your reimbursement method: Select how you would like to receive the reimbursement funds, whether through direct deposit, a check, or using your Fidelity HSA debit card.
5. Verify and confirm: Review the details of your reimbursement request to ensure accuracy before confirming the transaction.
6. Receive your funds: Once the request is processed, you will receive the reimbursement funds in the chosen method within a few business days.

Reimbursing from your Fidelity HSA is not only easy but also a great way to manage your healthcare expenses. This process ensures that you can access necessary funds without hassle for qualified medical expenses. Follow these simple steps to get started with your reimbursement:

1. Keep detailed records: It’s essential to keep all receipts and relevant documentation for medical expenses you wish to reimburse from your HSA. This includes bills from doctors, pharmacy receipts, and any other proof of medical purchases.
2. Log in to your Fidelity account: Access your Fidelity account online or via their mobile app. This is your starting point for managing your HSA.
3. Submit a reimbursement request: Once logged in, go to the reimbursement section. Here, you can easily submit a request for the expenses you've incurred.
4. Choose your reimbursement method: You can select how you'd prefer to receive the reimbursement—whether straight to your bank account via direct deposit, a check sent to your home, or using your HSA debit card for immediate access to your funds.
5. Verify and confirm: Before finalizing your request, take a moment to review all the details. Ensure that everything is correct to avoid any delays.
6. Receive your funds: Once processed, you will generally get your reimbursement funds in your chosen method within just a few business days.