What happens after I enroll in a FSA and I want to get reimbursed?

The FSA Mastercard debit card will auto-substantiate for IIAS/90% Stores (www.sig-is.org for locations) and insurance specific co-pays. See below for the process.

General-Purpose or Limited-Purpose FSA Reimbursement Process
  • You received a Summit Card from DataPath Administrative Service Benefits (this is a blue/black Mastercard with a background photo of two people scaling a mountain). Your debit card will begin working after you activate it by phone (calling the automated IVR system, or talking to live customer service) or by logging into the Summit participant portal on the web.
  • IVR Activation: Call the number on the back of your Summit Card, or 1-855-226-5045 (toll-free).
    • It will ask you for the TPA ID – for OGB this is 136
    • It will ask you to enter your full card number and expiration date
    • It will advise that your card has been activated and then disconnect the call
  • You’ve made an appointment to see the doctor about your knee hurting and get treated
  • When paying your bill at the doctor’s office, you swipe your Summit Mastercard as a credit card and ask for an itemized services receipt for the payment, or an itemized bill for your visit. Keep these itemized receipts to substantiate your claims.

    • If itemized receipts are requested to substantiate your claim, you can send them to Datapath Administrative Services in your choice of 5 ways. (This is the same process you will use if you did not use your card but want to submit a claim for reimbursement.)

    • FAX: Fax the requested receipts and a filled out, signed copy of DataPath Administrative Services’ Medical Claim Form (Reimbursement or Card Substantiation) to to 1-855-504-3457. This form can be downloaded from www.datapathadmin.com/OGB.
      ; or
    • MAIL: Send the requested receipts and a filled out, signed copy of DataPath Administrative Services’ Medical Claim Form (Reimbursement or Card Substantiation) to DataPath Administrative Services, ATTN OGB Customer Service, 1601 Westpark Drive, Suite 9, Little Rock, AR 72204,
    • EMAIL: – Fax the requested receipts and a filled out, signed copy of DataPath Administrative Services’ Medical Claim Form (Reimbursement or Card Substantiation) to OGB@datapathadmin.com
    • ON THE WEB: – Log into your Participant Portal at https://ogb.summitfor.me to see your transactions that need itemized receipts, as well as to submit claims for reimbursement, check transaction history, update demographics, and view any pending requests for reimbursement.
    • ON YOUR SMARTPHONE: – Download the Summit Mobile app from the Google Play Store or Apple App Store, take a photo of your itemized receipts, and upload to substantiate a card transaction or submit a claim for reimbursement.

You will automatically receive a check for any reimbursements unless you enroll in direct deposit. You can sign up for free direct deposit through your online account at https://ogbsummitfor.me or by downloading and submitting a filled-out DataPath Administrative Services’ “Employee Direct Deposit Authorization Form” from www.datapathadmin.com/OGB and sending it in via fax or email. Currently there is no way to sign up for direct deposit in the Mobile App.

Dependent Care Reimbursement Process

The reimbursement process for the Dependent Care Flexible Spending Arrangement (DCFSA) with DataPath Administrative Services (DPAS) has 4 different options:

  • RECURRING EXPENSE FORM: By using DataPath Administrative Services’ Recurring Dependent Care Request Form you only need to fill out a single-page form once a year (fill out new form if change in provider or dependent being cared for). This form allows you to report the total year of expenses (capping at election amount), fill out the demographic information, provice Tax ID or Social Security Number of the care provider, and include a signature from both you and the care provider. Funds are deposited within 1-2 business days of the contribution posting to your account (if using direct deposit) or put in the mail within 1-2 business days of contribution posting (if using check payment).
  • MANUAL CLAIM FORM: If you use multiple providers for dependent care, using a recurring expense form might not work. In that case, the DataPath Administrative Services’ Dependent Care Request for Reimbursement Claim Form can be used instead. Fill out the form, providing the dates of service, dependent’s name, age, care provider information (especially the Tax ID and SSN), sign it and submit to DataPath via Fax/Mail/Web/Mobile.
  • SUMMIT CARD:Utilizing the card at locations that use Marchant Category Code (8351 Child Care Services) allows the merchant to pull from available funds (what has been contributed to date, minus claims already paid out). These transactions will auto-substantiate due to the MCC.

The Recurring Dependent Care Request Form and the Dependent Care Request for Reimbursement Claim Form can both be found on the OGB website (under OGB Forms, or under Flexible Benefits Plan) or at www.datapathadmin.com/OGB.

You will automatically receive a check for any reimbursements unless you enroll in direct deposit. You can sign up for free direct deposit through your online account at https://ogb.summitfor.me or by downloading and submitting a filled-out DataPath Administrative Services’ “Employee Direct Deposit Authorization Form” from www.datapathadmin.com/OGB and sending it in via fax or email. Currently there is no way to sign up for direct deposit in the Mobile App.

  • Dependent Care reimbursements by direct deposit will begin once your deposit authorization has been processed. This may cause a brief delay on your first reimbursement only.

You can send forms to DataPath Administrative Services in any of these 5 ways:

  • FAX: Fax the requested receipts and a filled out, signed copy of the form(s) to 1-855-504-3457.
  • MAIL:Send the requested receipts and a filled out, signed copy of the form(s) to DataPath Administrative Services, ATTN OGB Customer Service, 1601 Westpark Drive, Suite 9, Little Rock, AR 72204
  • EMAIL: Fax the requested receipts and a filled out, signed copy of the form(s) to OGB@datapathadmin.com.
  • ON THE WEB: Log into your Participant Portal at https://ogb.summitfor.me to submit claims for reimbursement, check transaction history, update demographics, and view any pending requests for reimbursement.
  • ON YOUR SMARTPHONE (MOBILE APP):Download the Summit Mobile app from the Google Play Store or Apple App Store, take a photo of your itemized receipts and upload to submit a claim for reimbursement.
Posted in FLEXIBLE BENEFITS OFFERED BY OGB.