Resources - FAQs

• Patient’s Name: The name of the person who received the service or for whom the item was purchased for. For retail store purchases, this information may be excluded.
• Provider’s Name: The provider that delivered the service or where the item was purchased.
• Date of Service: The date on which services were provided or the item was purchased.
• Type of Service: A detailed description of the service provided or item purchased. A bag tag is sufficient for prescriptions.
• Cost: The amount you paid for the service or product and/or the portion that is not reimbursed through your insurance carrier.

An itemized receipt contains the following:

• Patient’s Name: The name of the person who received the service or for whom the item was purchased. For retail store purchases, this information may be excluded.
• Provider’s Name: The provider that delivered the service or where the item was purchased.
• Date of Service: The date when services were provided or the item was purchased.
• Type of Service: A detailed description of the service provided or item purchased. A bag tag is sufficient for prescriptions.
• Cost: The amount paid for the service or product and/or the portion that is not reimbursed through your insurance carrier

Credit card receipts are not eligible. They do not include the information listed above.

We may ask you for an itemized receipt in order to verify your transaction meets IRS definition of an eligible expense.

• Typically it is best practice to submit your claim request right after you receive the EOB or receipt. Remember that all claim filings have a deadline no later than the end of the plan year. Most plans will have a claim submission grace period of 90 days. Please note terminated employees may have a shorter grace period.
• Flexible Spending Plans (FSA) plans will have an extension to help clear out the prior year balance. Some plans allow an extra 2 ½ months after the plan year to incur an expense (but still a total of 90 days to submit for reimbursement). Other plans may allow a rollover up to $500 in unused contributions to the following plan year.
• Please check your plan specifics by accessing your plan information.

• If you have the Summit Card , log into your account and enter your Direct Deposit information there.
• Or, complete VantagePoint’s direct deposit form

Please verify your bank account information when signing up. Payments are made based on your input. If incorrect account information is given VantagePoint is unable to recover any transmitted money based on incorrect account information.

• This varies by bank. It may take up to three business days or more from the date payment is made.