Maybe you need to submit a claim or you received a request to submit additional documentation for an existing claim. Or, perhaps you only submit claims a few times a year and you’re overdue for a refresher on how it works. Below are some helpful guidelines to submit a claim accurately – and, get your reimbursement even faster!
Step 1
To upload a claim, log into your P&A account from your computer or tablet. Locate the Member Tools tab at the top of the page and select Upload Claim/Documentation.
Step 2
Next, select upload type: new claim, claim response or debit card documentation.
Tip: If you’re unsure what to select, hover your mouse over the option for an explanation. See screen shots below.
Additional Instructions
To Upload a New Claim
- From the drop down option, select your account.
- Select the service date range. Click continue.
- Enter the total amount requested.
- Upload any supporting documentation, i.e., receipt of your expense. Click continue.
- Review your upload summary. If there are no changes, click Submit Claim.
To Provide a Claim Response
If you previously submitted a claim and it was denied or you’ve received a notification from P&A asking you to provide more documentation for a non-debit card transaction, you’re in the right place.
- Choose the claim in question from the drop down menu. Tip: Only claims that require more information will show. You will also see the amount denied on the claim.
- Select the service date range.
- Enter total amount requested for reimbursement.
- Upload any supporting documentation, i.e., Explanation of Benefits (EOB) or receipt.
To Provide Debit Card Documentation
- From the drop down option, select the desired debit card transaction. Tip: Check the status column for more transaction details.
- Upload your supporting documentation, i.e., receipt of your expense.
- Click submit.
- Carefully read the authorization and click submit.
Here’s how the plan works. Your employees estimate how much they spend a month on work-related parking and transit expenses and elect to have that amount withheld pre-tax. So, say an employee sets aside $100 for transit expenses and $50 for parking expenses every month. Your company runs payroll twice a month; therefore, the employee has $75 withheld pre-tax every paycheck. That money is put into a P&A commuter account which the employee can access to pay for monthly parking and transit expenses.&A offers a debit card with the commuter account. Per IRS guidelines, all transit passes (bus, subway, train, etc.) must be purchased with a terminally restricted debit card and are no longer eligible for reimbursement any other way. P&A’s debit card technology meets this requirement, allowing transit passes to be purchased only at authorized transit authority terminals. This ensures that the money the employee sets aside is only used for transit expenses.
