End of Year and Post-Termination Guidance

Employer-sponsored Accounts

• Amazon orders and year-end deadlines
• What are expiring and maximum balances?
• How do I submit employer-sponsored claims after termination?

Pre-tax Benefits

• Understanding FSA carryover funds
• 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?

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