PowerPoint Presentation

2023 Flex Annual Open Enrollment |

Flex Plan Highlights Contribution limits, provisions, and claim submission deadlines

HealthFlexibleSpending Account &Limited PurposeFlexibleSpending Account

$3,050 individual IRS maximum.

• Grace Period – your employer has adopted the IRS rule allowing you to submit claims incurred two and a half (2 ½) months after the plan year ends (March 15, 2024).

Dependent Care Flexible Spending Account

$5,000 household IRS maximum.

• Grace Period – your employer has adopted the IRS rule allowing you to submit claims incurred two and a half (2 ½) months after the plan year ends (March 15, 2024).

Claim Submission Deadline – Health FSA, Limited Purpose FSA, & Dependent Care FSA

• All 2023 flex claims must be submitted by April 30, 2024.

• All claims submitted after this four (4) month extension will be denied or applied to the newflexplanyear if incurreddatesapply. • Use it or Lose it Rule – IRS regulationsrequirethat any moneyleft in theaccount after this deadline will revert back to the plan.

Allied Flex Debit Cards – Health FSA & Limited Purpose FSA Only

• Flexdebit cards areautomaticallyissued toall participantsatnocost.

• Flex debit cards are good for three (3) years. Make sure to confirm the expiration date listed on the card.

• Additional debit cards for a spouse or dependent(s) may be requested at no cost.

• All dependent and spousal cards that should remain active for the 2023 plan year must be specified on the 2023 enrollments; otherwise, they will become inactive.

Direct Deposit Reimbursement

• Designate convenient payments directly to your preferred bank account.

2023 Benefits Guide

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