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25A - AGMT FOR FLEX SPENDING
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25A - AGMT FOR FLEX SPENDING
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Last modified
10/14/2020 3:08:32 PM
Creation date
10/14/2020 3:02:14 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Human Resources
Item #
25A
Date
10/20/2020
Destruction Year
2025
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DocuSign Envelope ID: CFCE3443-EF37-4FD4-8DCD-D85D559F77AE <br />Exhibit B: Client Spending Account Program Design <br />Medical Care Reimbursements Account: <br />Dependent Care Assistance Account: <br />Limited Purpose Reimbursement Account: <br />Health Reimbursement Account: <br />Health Savings Account: <br />Transit Reimbursement Account: <br />Parking Reimbursement Account: <br />® Yes <br />❑ No <br />® Yes <br />❑ No <br />❑ Yes <br />❑ No <br />❑ Yes <br />❑ No <br />❑ Yes ❑ No <br />® Yes ❑ No <br />® Yes ❑ No <br />i Commuter Program Design Requirements: <br />Below is a list of administrative requirements that must be in place in order to maintain the Fee <br />Guarantee outlined herein. Custom Plan Designs are available and upon written request. Fees <br />for custom services will be made available at the time of the request. <br />• Connection to approved WireclCommute vendors <br />• Automatic update to current federal monthly limits <br />• Fund rollover with annual re -enrollment <br />® Manual claim remittance (participant will receive a check mailed home or can opt in to <br />direct deposit) <br />® 180-day claim submission period (the termination run out will be invoked for employment <br />termination) <br />• First of the month funding <br />• Eligibility changes must be submitted prior to the 20th of the month and will be effective <br />the 1st of the following month <br />City of Santa Ana Spending Account Administrative Services Agreement <br />Client Initials: <br />PEPM17 <br />Page 20 <br />25A-22 <br />
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