1. The purchase was ineligible
Your company’s program policy defines the eligibility criteria for each benefit. To view a list of eligible products and services, simply click on ‘What’s eligible’ at the top of the benefits detail page.
2. Your name was not included on the receipt
Your company may require that your name be clearly visible on the receipt submitted with your claim. Depending on your employer, this could include your first name, last name, or full name.
If the merchant does not automatically include your name, contact them directly to request a receipt that shows it.
Alternatively, you can submit a bank or credit card statement that includes your name and the purchase as a line item as proof of the transaction.
3. There was no date on the receipt
The transaction date must be clearly visible on the receipt you submit with your claim to verify that the purchase was eligible on the date it was made. For example, if your employer restricts the use of benefit funds received in 2024 for purchases made in 2024, the date must be clear to ensure eligibility. If the date is not visible, your claim will be rejected.
The full date (e.g., "MM/DD/YYYY," "DD/MM/YYYY," "Month Day, Year") must be listed. "Today" cannot be used to validate the receipt date.
Alternatively, you can submit a statement that clearly shows both the full date and the purchase amount.
4. The name of the product or service was missing from the receipt
The name of the product or service must be clearly visible on the receipt to confirm its eligibility.
If the receipt does not include an itemized list of expenses, please contact the merchant or provider directly to request one.
5. The amount was missing from the receipt
The purchase amount must be clearly visible on the receipt to verify the claim amount.
If the receipt does not include an itemized breakdown of expenses, please contact the merchant or provider directly to request one.
6. A picture of receipt was blurry or partially visible
If you’re submitting a photo of a physical receipt or a screenshot of a digital receipt, ensure the image is clear, fully visible, and not blurry or cropped.
7. The invoice is missing the merchant name
The invoice provided does not contain a merchant name.
8. Claims submitted after the eligible period
Please refer to your company’s Program Policy to confirm the claim submission deadlines. Claims submitted before the deadline that are rejected cannot be used as placeholders. Corrected claims must be submitted with the proper documentation before the deadline.
9. Multiple items with different categories submitted as one claim
If your receipt includes multiple items across different categories, please submit separate claims for each, specifying the category and corresponding item. Ensure that the claim amount reflects only the items within each respective category. For details on eligible items and services, refer to your company’s program policy.
10. Multiple dates under one claim
If you have a receipt or payment history with multiple payment dates, please submit one claim per payment date.