Healthcare Flexible Spending Account (Healthcare FSA)

A Healthcare Flexible Spending Account (Healthcare FSA) allows employees to set aside pre-tax dollars for eligible out-of-pocket medical, dental, and vision expenses.

2026 Short-Plan-Year Contribution Limits

  • Plan Year: January 1, 2026-June 30, 2026
  • Claims Deadline: September 30
  • Maximum Contribution: $1,700
  • Carryover: $680

2026-2027 Contribution Limits

  • Plan Year: July 1-June 30
  • Claims Deadline: September 30
  • Maximum Contribution: $3,400
  • Carryover: $680

Eligible Expenses May Include

  • Medical copays and deductibles
  • Prescription medications
  • Dental expenses
  • Vision care expenses
  • Certain over-the-counter medical items

Important HSA Compatibility Rule

You cannot contribute to a Health Savings Account (HSA) if you are enrolled in a traditional Healthcare FSA.

Enrollment and Changes

Employees must enroll through Employee Navigator during Open Enrollment or within 31 days of becoming benefit-eligible or a qualifying life event. Mid-year changes require a qualifying event.  Benefits are effective the first of the month after enrollment is received.

When Funds Are Available

Your full annual Healthcare FSA election amount is available at the beginning of the plan year, even though payroll deductions occur throughout the year.

Carryover

Unused Healthcare FSA funds may carry over to the next plan year up to the IRS maximum carryover amount.

Use-It-or-Lose-It Rule

Funds exceeding the allowable IRS carryover amount are forfeited if not used by the applicable deadlines.

 

Guides and Plan Documents

FSA Education Guide
FSA Education Guide, Spanish

Flex Benefit Access Visa Card
Flex Benefit Access Visa Card, Spanish

FSA Consumer Portal Quick Start Guide
FSA Consumer Portal Quick Start Guide, Spanish

McGriff Mobile App

Ineligible Expenses
Ineligible Expenses, Spanish