Don’t forget to spend your TexFlex FSA dollars

You may have money to spend in your TexFlex flexible spending account (FSA). We don’t want you to lose that money. To check your balance, log into www.TexFlexERS.com or the PayFlex Mobile^® app.

Keep in mind — if you have a health care or limited-purpose FSA, you can carry over up to $570 to Plan Year 2024. There is a minimum carryover amount of $25 if you do not re-enroll in the new plan year. If you have a dependent care FSA, unused funds will not carry over. But you do have until November 15, 2023 to spend Plan Year 2023 funds in your dependent care FSA.

Important dates to remember

How to use your funds

• TexFlex debit card: If you have a health care or limited-purpose FSA, you can use your TexFlex debit card to pay for eligible expenses.
• Pay yourself back: You can pay for eligible expenses with cash, check or a personal credit card. Then, submit a claim to pay yourself back. You can do this at www.TexFlexERS.com or through the PayFlex Mobile^® app. You can also download the FSA claim form from the TexFlex website and fax or mail with your supporting documents.
• Pay your provider: You can use the TexFlex website to file a claim and pay your provider directly from your FSA.

Quick tips

• You can view a list of common eligible expenses on the TexFlex website.
• If you’re paying for eligible products, services or care, you must have incurred the cost during the Plan Year 2023.
• Save your detailed receipts, itemized statements and Explanations of Benefits.
• If you’re submitting claims, don’t forget to include supporting documents. Your documents must show:
  • merchant/provider name;
  • patient name (if applicable);
  • date of service;
  • description of service and
  • final amount you had to pay. We can’t accept documents that show an “estimated” or “pending” amount from insurance.