Flexible Spending Plan

A Flexible Benefits Plan is an IRS-approved, tax-free method that saves you money on eligible medical and dependent day care expenses. The Flexible Benefits Plan allows active employees to set money aside through payroll deduction to pay for eligible medical and dependent day care expenses. You authorize per pay-period deposits to your Flexible Benefits Plan from your before tax income. Most importantly, it allows you to save tax dollars through careful planning. Over a year’s time you will probably spend a part of your paycheck on health or dependent day care. You can save money by putting that amount directly into a flexible benefits plan.

How Flexible Spending Accounts Work

Enrollment in a Medical Reimbursement or Dependent Care Account (child care) is available in November during the open enrollment of every year for the upcoming year. These enrollments must be made every year and do not continue from one year to the next.

• Flexible Benefits Plan Book
• 2025 Flexible Benefits Enrollment Form
• Flexible Benefits Change Form - midyear only

Use it or lose it

Be careful, any money you put into the account, and then don’t claim, WILL BE FORFEITED. IRS regulations say there must be some risk to employees involved with any Flexible Benefits Plan. Estimate your expenses as carefully as possible so you do not put more money into the Flexible Benefits Plan than you’ll spend during the Plan Year. Remember: Any unclaimed amounts will be forfeited. Forfeitures will be used to pay the cost of administration of the Plan.

How to file a claim

To receive reimbursement for dependent day care and medical expenses, you must file a claim. Complete a Reimbursement Account Claim Form, and send it along with the required documentation, to the Flexible Benefits Plan Section of the Employees’ Group Insurance Office for processing. Please follow the directions on the Claim Form below. You may also upload your flex claims on the EGI Portal.

• Medical Reimbursement and Dependent Care Account Claim Form