How to Submit a Reimbursement from a BMO Harris HSA Account

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How to submit an HSA reimbursement

Submitting a reimbursement from your BMO Harris HSA account is a simple process that can help you access funds for qualified medical expenses. Follow these steps:

• Keep all your receipts for medical expenses that you plan to reimburse from your HSA account.
• Log in to your BMO Harris HSA account online or through the mobile app.
• Navigate to the 'Claims' or 'Reimbursement' section of your account.
• Fill out the reimbursement request form, providing details of the expenses and the amount you wish to withdraw from your HSA.
• Attach the receipts or documentation for the expenses you are seeking reimbursement for.
• Submit the form online or through the app for processing.
• Wait for the reimbursement to be deposited into your linked bank account or sent as a check.

Receipt keeping and qualified expense guidance

Remember to only use HSA funds for qualified medical expenses to avoid tax penalties. If you have any questions or need assistance, reach out to BMO Harris customer service for help.

Submitting a reimbursement from your BMO Harris HSA account is a straightforward and efficient way to access funds for qualified medical expenses. It’s crucial to maintain all receipts for medical expenses that you plan to claim.

• Gather all your receipts for qualifying medical expenses.
• Log in to your BMO Harris HSA account either through the online portal or the mobile app.
• Find the 'Claims' or 'Reimbursement' tab within your account.
• Complete the reimbursement request form, detailing the expenses and specifying the amount you wish to withdraw from your HSA.
• Ensure you attach the corresponding receipts or documentation for your requested reimbursement.
• Submit the reimbursement request online or via the app for processing.
• Wait as your reimbursement is processed and check for the funds to be deposited into your linked bank account or receive a check via mail.

Keep in mind, utilizing HSA funds solely for qualified medical expenses is essential to sidestep any tax penalties. Should you need any help, don’t hesitate to contact BMO Harris customer service for assistance.