A "Needs Information" status means the uploaded receipt doesn't meet requirements or that additional details are needed to complete processing, such as a letter of medical necessity or proof of manager approval.
Why?
Depending on your benefit, certain types of receipts and documentation are required to ensure compliance with your employer's policies or compliance with IRS policies.
If what you have provided does not meet the requirements of your benefit's policies, you will receive a notice from Benepass outlining the additional details needed from you to finalize processing.
For all expenses and transactions, please ensure the provided receipt is itemized and easy to read. It must show the merchant's name, the purchase date, the items or services purchased, the total amount paid, and the payment method used.
Common questions
What happens once I upload additional information?
Your transaction or expense will be reviewed again by the Benepass team. You can expect an update within 5 business days.
Which purchases will require a receipt?
To find out what purchases will require a receipt, check your employer's policy by heading to Accounts > Benefit > View overview.
I received an email notice. What does it mean?
Needs a letter of medical necessity
A letter of medical necessity (LMN) is required for your purchase to be considered FSA-eligible. Letters of medical necessity must be from a licensed medical professional and include the patient's name, a specific diagnosis, and course and duration of treatment. The letter must be signed and attached in addition to existing receipt information.
Needs manager approval
Your policy requires proof of manager approval for purchases under the benefit. Attach a screenshot showing eligible proof of manager approval to the expense or transaction.
Incorrect receipt
The uploaded receipt(s) doesn't match the item, merchant, and/or amount in the transaction details.
Unable to view or read receipt
Benepass is unable to view the receipt(s) due to blurry image, corrupted file type, or other. Please attach a different receipt image.
Missing merchant information
The name is the merchant is not visible in the receipt. Please attach a receipt that includes the merchant's name.
Missing amount spent
The receipt does not include the purchase total. Please attach a receipt showing the total purchase amount.
Missing item/service purchased
The receipt does not include an itemized list of items or services purchased. Please attach a receipt verifying the contents of the purchase.