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Submitting Claims – Walk Through

on February 19, 2018

So you have paid out-of-pocket for an eligible item or service and now you need to go through the steps to be reimbursed from your account. When it comes to accessing the funds in your pre-tax benefit plan, the primary concern for most participants is “how difficult is this going to be?” Whether you are submitting a claim through the BRiMobile app or by using the BRiWeb secure participant portal, the process is very simple and easy to follow.

Let’s take a look at the steps required to pay yourself back from your account through claim reimbursement.

Note: Online claims can generally be submitted for a Medical/Limited FSA, Dependent Care FSA, HRA and Parking benefits. See your plan documentation for any restrictions or conditions that may apply.


Select your preferred method
Mobile
Desktop

Logging into BRiWeb

To begin the process of submitting a claim online, you must first log into the secure participant portal at www.BenefitResource.com. From the homepage, take a look in the upper righthand corner. Click on the maroon button that says “Login.” Select “Participants,” you will be taken you to the login page for your account.

home-login-page

You may need to Register an Account!

For enhanced security and streamlined account login ongoing, you will be required to use a custom Login ID for the BRiWeb Participant site.

If you are new to BRiWeb or currently using a Member ID as your Login ID, you will be required to complete the Account Registration process on your first visit to the new site.

The following are required for registration:

  • Company Code: Provided by your employer and required for login under the old site
  • Member ID: Typically a 9-digit number assigned by your employer
  • Personal Information: First name, last name, date of birth, zip code
  • Contact information: Email or phone number on file with Benefit Resource

ppt-login-screen


Starting a Claim

Now that you are logged into BRiWeb, you can submit a claim for any of the accounts that you are enrolled in by clicking “Submit Claims/Receipts” from the left-hand Navigation Menu.

briweb_ppt_dashboard

From the Submit Claims/Receipts page, click the “Start Claim” button that corresponds with the plan type you wish to submit a claim against.

ppt_submit-claims-receipts


The Claims Process
Personal Information

Prior to entering your claim information, review your contact information to ensure that it is up-to-date and edit, if necessary. If you do not have a direct deposit account set up, the reimbursement check will be mailed to the address that is listed here.

Claim Information

The Claim Item(s) section allows you to enter multiple claims at the same time. Each request contains a few important pieces of information: the name of the service provider, what type of service and the services rendered, the date of service, and the amount being claimed. Once you have entered the required information in the Claim Item(s) section, click “Save”.

Note: If you have a balance remaining from the prior plan year, be sure to select the option to have your claim reimbursed with these funds. If this option is not selected, reimbursements will be processed from your current plan year balance.

ppt_claim-step1
To include other eligible expenses in your reimbursement request, click “Add Another Claim” and repeat the previous step.

ppt_claim-step2


Upload Receipts

To upload receipts for each of the items or services that you are claiming, click “Choose File” from the Attachment(s) section. Once the file is selected from your device, click “Save”.

briweb_ppt_claim-step3

Click “Add Another Attachment” to repeat the steps of attaching another receipt. Then click “Continue”.

briweb_ppt_claim-step4-1


Completion Page

That’s it! You have completed the steps to successfully submit your claim! 

Please allow up to 5 business days for activity to be processed. To receive your funds faster, sign-up for direct deposit through the Profile section of BRiWeb.

briweb_ppt_claim-step5

 

 

BRiMobile Claims

Claims with your mobile phone are easy! If you haven’t downloaded the BRiMobile app you can find it on the Apple App Store or on Google Play.


Logging In On Mobile

Logging in requires three pieces of information:

  • Your Login ID
  • Password

Your employer has set the default “Login ID” and can provide it to you. If you have never logged on to BRiWeb, contact your employer for your “Login ID” and initial password.

Once you have successfully logged in, you can set a login PIN for future use.


Starting a Claim

Click the button “Submit a Claim”


Your Account

On the claims page, you will see the accounts available to make a claim against. In this example, we will be making a claim against our Medical FSA. Tap the button labeled “Submit a FSA/HRA Claim.”

BRiMobile claim submission pg 1


The Claim

To begin your claim you will need a few pieces of information: the name of the service provider, the type of service, any items purchased or services rendered, the dates of service, the claim amount, and you will need to choose which plan year to reimburse from. Scroll down to upload a receipt and complete the claim.

You have the option of taking a photo directly from the app, or uploading a photo of the receipt from your phone. Once you have uploaded a photo of the receipt for the claim, tap the “Submit” button.


All done

Congratulations! You have submitted a claim for your pre-tax dollars and will receive your reimbursement as soon as it’s processed! To receive your funds faster, sign-up for direct deposit through www.BRiWeb.com.

Categories: Resources & Guides

Comments

  1. Sandra Bishop says

    February 22, 2018 at 5:58 pm

    I use the app all the time and love using it.

  2. Yeong Chyng Wu says

    December 21, 2016 at 2:23 pm

    Not easy to get in. Even, so far, I do not know how much money I left for the eTRAC Card

    • Phil Pilalas says

      December 21, 2016 at 3:39 pm

      If you are having trouble getting into your account please give us a call at (800) 473-9595 and we would be more than happy to help you with your login. If you already have a login but you are not sure of how to check your balance, take a look at our check your balance walk through.

  3. michelle hawkins says

    December 20, 2016 at 8:05 pm

    I have used it. Its great. very easy

  4. Herman Lee says

    December 20, 2016 at 6:02 pm

    Awesome…thank you for the walk through =)

    • Phil Pilalas says

      December 20, 2016 at 6:04 pm

      You are very welcome! We hope it helps with the claims process.

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Simplifying the complexity of benefits for maximum savings and peace of mind.

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