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General Instructions

Complete all information requested on the claim form or online.

Attach supporting documentation. Substantiation must accompany the claim in order to be considered for reimbursement. Be sure to keep copies of receipts, bills, etc. for your records. Originals will not be returned. All substantiation must include the following items to be eligible for reimbursement:

• Original date of service. (not the date of payment)
• Type of service performed. Refer to list of eligible expenses to identify valid services
• Provider's name and address
• Amount charged to you.  Do not include amounts reimbursed by another source

Dependent day care requests do not require a receipt if the provider signs the claim form.  The day care provider also needs to provide their social security number, tax ID number or address.

 

Submitting a paper claim form

• Make your purchase and keep your receipt
• Download claim form here.  You may type directly in the form online and then print or you can print the form and fill it out by hand.*
• Complete all required fields and make sure to sign and date the form.  Include your e-mail address if you would like to receive an automatic e-mail notification
• Make copies of your completed form and receipts
• Send the copies to Chard Snyder

FAX: 513-459-9947 or 1-888-245-8452

EMAIL: This e-mail address is being protected from spambots. You need JavaScript enabled to view it (can be .pdf format or scanned attachments)

MAIL: Chard Snyder, 3510 Irwin Simpson Road, Mason, OH  45040

  

Submitting an online claim

• You will need your proof of purchase, the Explanation of Benefits (EOB) you received from your insurance provider or an acceptable receipt (see above for substantiation requirements)
• Scan and save your proof of purchase in one of the following formats: Microsoft Word (.doc), Adobe Acrobat (.pdf), JPEG (.jpg), Bitmap (.bmp), GIF (.gif), TIFF (.tif)
• Log in to the web portal through the My Account Login button in the upper right corner of this page
• Once in the portal, hover your mouse pointer over My Account in the black menu bar across the top of the page
• Choose New Claim
• Enter your claim information. Be sure to enter your requested reimbursement dollar amount in the Requested field
• When all fields are complete, click the Upload Receipt button to attach your proof of purchase to the claim. Be sure to upload the correct file, as the wrong file will delay your payment
• Click the Submit button
• Print the Claim Confirmation Receipt page for your records

 

Submitting a claim by email

• Complete a claim form, available here.  You may type directly in the form online and then print or you can print the form and fill it out by hand.*
• Scan your completed claim form and proof of purchase as described above
• Attach your claim form and proof of purchase to an email and send it to askpenny@chard‑snyder.com

Tip:  Your complete email file, with attachments, may not exceed 7 MB in size. You may send more than one email.

 

Important Reminders

• You may only be reimbursed for eligible expenses incurred during the current plan year
• Payment will be made to you, the participant, only. Payments cannot be made to an alternate payee
• Transfers between healthcare and dependent day care accounts are prohibited
• Any items for which you are reimbursed cannot be claimed again as deductions or credits on your individual tax return at the end of the tax year
• IRS Guidelines prohibit the advancement of dependent day care account funds. If a dependent day care claim is submitted for an amount that is larger than the amount credited to your account, then payments will be issued according to the amount available.   Anything requested above the available amount will be released as additional credits are made to your account

 

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