You may anticipate the need for a new computer or software, or plan to attend a major conference and will incur registration, travel and accommodation expenses. If so, you may wish to allocate more or all of your flex credits to your Professional Expense Reimbursement Account. You may anticipate upcoming medical or dental expenses for the next calendar year. If you pay premiums towards the SOGS Health and Dental plan and/or UHIP, or you have an injury that requires ongoing physiotherapy or massage therapy, you may choose to allocate more of your flex credits to your Health Care Spending Account.
Yes, you can claim eligible expenses for dependents. The definition of a dependent is defined by the Canada Revenue Agency as it relates to the eligible medical expenses.
You will be reimbursed up to the amount available with your Health Care Spending Account.
Yes, you will receive a new hire package shortly after you are hired. A form will be included within the package to allocate your flex credits between the Health Care Spending Account and Professional Expense Reimbursement Account. You must allocate your flex credits within 31 days from when the letter was issued
Yes, the $1,400 in flex credits are not pro-rated.
Yes, there is also a 90 day proof of claim period for these expenses.
Yes, you may submit Health Care premiums, such as SOGS or UHIP, to be applied against your Health Care Spending Account. Generally, premiums paid for health care benefits will be reimbursed from the Health Care Spending Account balance from the year in which they were paid. If you do not have sufficient funds within your Health Care Spend Account in the year in which the premiums were paid you may request reimbursement from a future benefit year balance for the premiums associated with that future benefit year.
If you are looking to review/update your personal information, log into "My Human Resources" and it is listed under the “Personal Information” icon.
You can view a summary of your benefit plans when you log into "My Human Resources" under the “Benefits” icon.
You will complete a Benefit Application Change Form indicating that you will like to enroll into the Optional Life Insurance plan and select the level of coverage in $50,000 benefit increments up to $500,000. A health questionnaire and approval from our benefit carrier will be required in most cases. The health questionnaire will be provided to you upon Human Resources receiving your Benefit Application Change Form.
Yes. Life changing events such as acquiring a new dependent through either birth of a child or marriage (including common law) would qualify. An application would need to be received within 31 days of acquiring a new dependent to qualify without a medical questionnaire and additional requests for coverage have not been previously declined..
Manulife Financial administers this policy. The policy number is 87221.
Any unused amounts from 2017 will be carried forward and available to you until December 31, 2018.
Information regarding claim forms and how to submit claims can be found on the Claims Submission and Claim Forms pages on the left.
You would send your completed HCSA claim forms to:
A HCSA is provided for reimbursement of medical expenses. Medical expenses as defined by Income Tax Regulations are eligible for reimbursement including premiums for other insurance programs, dental expenses, vision care expenses, drugs, hospital, supplies and various other items. The Canada Revenue Agency (CRA) defines which expenses can be reimbursed. A list of eligible expenses can be found on the CRA website.
Manulife offers a confidential site, where you can access bilingual information about your benefit plans 24 hours a day, seven days a week. All you need to do is register at Manulife Financial website or call Manulife directly at 1-866-896-8515.
Yes. When you sign on to the Manulife site, you have the option to provide your Direct Deposit Information.
The benefit year is January 1 to December 31. Your HCSA allows you to carry forward any unused credits for one benefit year. For example, if you have a remaining 2017 HCSA balance at December 31, 2017, this amount will be carried forward and added to your 2018 HCSA deposit. You will have until March 31, 2018 for Manulife to receive any unpaid claims incurred in 2017 to be applied towards your 2017 deposit. After March 31, 2018, only claims incurred in 2018 can be applied towards your 2017 and 2018 deposit, assuming a balance was carried forward. For any 2017 claims submitted, Manulife Financial will apply them against your 2017 balance prior to it being carried forward to 2018. No cash outs of HCSA funds are permitted.
This is very important. Expenses incurred in a given year may only be claimed from the HCSA during the same calendar year. An expense from the previous year may be claimed but only from funds that were carried over from the previous year. There is also a 90 day proof of claim period for these expenses. For example, an expense incurred in 2017 can only be claimed against the 2017 allotment which may include a carry forward from 2016 and that claim cannot be received by Manulife any later than March 31, 2018.
You can access your HCSA balance at the Manulife Financial website.
No, you cannot add any additional funds to your HCSA.
Yes, you both are entitled to a HCSA.
If your niece qualifies as your dependent under the Income Tax Act you can submit the expense to your HCSA.
Financial Services administers the Professional Expense Reimbursement.
Eligible expenses include professional expenses such as, but not limited to: internet expenses, membership fees for professional associations; subscriptions to professional, learned or industry-related periodicals; registration fees for attending professional or scholarly conferences, meetings, seminars or workshops, etc.
Information on claims procedures is available on the Financial Services website.
You may carry forward your unspent Professional Expense Reimbursement balance one year.
Claims for any given year must be submitted by March 31st of the following year. For example, 2018 PER expenses must be claimed by March 31, 2019.
To see your current balance in your PER, go to the Financial Services website. Navigate to Corporate Accounting - Professional Expense Reimbursement and click on the link “Professional Expense Reimbursement Balance”. Your will need to use your Western user ID and password at the prompt to log on. You will see any carry forward from the previous year, your entitlement this year, any claims you have made in the current year, as well as the current balance in the account.
Western University – Human Resource Services
By Telephone: HR Communication Centre at (519) 661-2194 or Ext. 82194
By Email: email@example.com
By Fax: (519) 661-4104
By Telephone: Customer Care Centre at 1-866-896-8515
Western University-Financial Services
By Telephone: (519) 661-2111 Ext. 85499
By Email: firstname.lastname@example.org