Schedule COBRA Demo

FSA Debit Cards & Claim Substantiation: Tips, Rules, and Best Practices

Overview of the reimbursement process, how FSA debit cards work, what triggers requests for substantiation, and tips for smoother participant experiences and plan compliance.

Register and receive a calendar invite

FSA debit cards make everyday spending simple, yet behind that convenience are key rules every employer should know. Join Sterling’s experts for a 30-minute session that dives into where FSA debit cards work, what triggers substantiation requests, and how to ensure compliance.

You’ll learn:
✅ How the FSA debit card process works
✅ What triggers documentation requests
✅ Rules for IRS-compliant substantiation
✅ Best practices to avoid card suspensions
✅ Tips to improve participant communication
✅ Employer responsibilities under IRS rules
✅ Live Q&A with our FSA administration team

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