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Get reimbursed

Need to pay yourself for an out-of-pocket expense or need to withdraw funds? Here's how to.

Updated over a week ago

To pay yourself back for out-of-pocket expenses, you'll want to follow the reimbursement workflow in your account.

How to get reimbursed

  • Select Reimburse from the quick action menu.

  • Adding expense docs for an HSA is optional, but it's recommended for recordkeeping purposes, and uploaded docs will be scanned to prefill reimbursement form fields.

  • Review prefilled fields. If needed, complete any remaining fields.

  • Select Reimburse. If you haven't linked a bank account, you will be prompted to link one.

Uploaded docs are scanned to identify, capture, and prefill claim fills with any relevant information. Fields marked by a magic pencil icon have been autofilled.

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