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  1. Forma
  2. End of Year and Post-Termination Guidance

End of Year and Post-Termination Guidance

Employer-sponsored Accounts

  • What are expiring and maximum balances?
  • How do I submit employer-sponsored claims after termination?

Pre-tax Benefits

  • How do I submit FSA claims during the run-out period?
  • What happens to my Health Care FSA or Limited Purpose FSA funds at the end of the year?
  • What happens to the funds in my Dependent Care FSA at the end of the plan year?
  • When will my carryover FSA funds from last year be available?
  • Can I roll over my FSA funds if I lose eligibility mid-year?
  • What's the difference between run-out period, grace period, and carryover?
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