Payment of Claims for UGFSEA (Unit 1)

Health Care Spending Account (HCSA)

HCSA claims can be submitted either through:

You should always try to submit your claims as soon as possible during the year in which you made the expense.  However, you have until March 31st of the following year to submit expenses you incur during the current year.

Expenses not fully covered under the University’s group benefits will only be reimbursed from the HCSA if you have checked of the appropriate box on the Extended Health Care Claim Form.  If you have secondary coverage from your partner/spouse, claims should be submitted to the group benefit plans first in accordance with the standard coordination of benefit rules, and then any balance can be submitted to the HCSA.  

Taxable Wellness Spending Account (TWSA)

TWSA claims must be submitted using the Taxable Wellness Spending Account Claim Form

Completed claim forms must be submitted by Email or mailed to:

Sun Life Assurance Company of Canada
PO Box 2010 Stn
Waterloo, ON, N2J0A6

Submitted claim forms must include an original receipt or other original proof of payment for every item claimed.  The documentation must clearly outline the type of expense and amount you are claiming as well as the date the expense was incurred.  Some receipts may be more difficult to obtain than others. For example, a fitness club membership is typically paid monthly through automatic bank withdrawals or credit card payments. In this case, as proof of payment, you may submit a bank statement, if the type of expense is clearly indicated and the statement itself is identifiable as relating to your bank account or, if you prefer, ask your fitness club or service provider for a valid receipt.

You should always try to submit your claims as soon as possible during the year in which you made the expense.  However, you have until March 31st of the following year to submit expenses you incur during the current year.