How to Reimburse Yourself from Fidelity HSA

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Reimbursement steps: pay, track, and save

Reimbursing yourself from your Fidelity HSA is a simple process that gives you flexibility to cover eligible medical expenses. Here are the steps to help you reimburse yourself from your Fidelity HSA:

• Keep track of your medical expenses: Make sure the expenses are eligible under the IRS guidelines.
• Pay for the expenses out of pocket: Use your own funds to cover the medical expenses.
• Retain the receipts: Keep all receipts and documentation of the expenses, including the date, amount, and nature of the expense.
• Submit a reimbursement request: Log in to your Fidelity HSA account online or through the mobile app and submit a reimbursement request.
• Provide supporting documentation: Upload the receipts and any necessary documentation to support your reimbursement request.
• Verify and process: Fidelity will review your reimbursement request along with the documentation and process the payment accordingly.
• Receive your reimbursement: Once approved, you will receive the reimbursement directly into your linked bank account or through a check in the mail.

Fidelity reimbursement request and processing

Reimbursing yourself from your Fidelity HSA is a straightforward yet important process that allows you to manage your healthcare expenses effectively. To ensure a smooth reimbursement experience, follow these steps to access your funds for eligible medical expenses:

• Keep track of your medical expenses: Ensure that you're keeping a detailed log of your healthcare costs, verifying that they fall under IRS guidelines to qualify for HSA reimbursement.
• Pay for the expenses out of pocket: Use your personal funds to immediately cover those medical expenses, paving the way for a later reimbursement.
• Retain the receipts: Safeguard all receipts and documentation related to your expenses, noting the date, amount, and details of each charge—this can be crucial for successful reimbursement.
• Submit a reimbursement request: Log into your Fidelity HSA account through the website or mobile app and start your reimbursement process with clarity and ease.
• Provide supporting documentation: To strengthen your reimbursement request, be sure to upload the necessary receipts and documents that validate your claim.
• Verify and process: Once your request is submitted, Fidelity will carefully review it along with the provided documentation and process your payment accordingly.
• Receive your reimbursement: Upon approval, the funds will be transferred directly to your associated bank account or sent to you via check, providing you with quick access to your money.