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VitaFlex Employee Guide: Expense Worksheets

Medical Reimbursement Plan Expenses
Medical Expenses
Deductibles  
Co-insurance & Co-payments  
Prescription Drug Costs  
Over-the-Counter Drug Costs  
Expenses not fully-reimbursed under Health Plan  
Chiropractic/Physical Therapy/Acupuncture Fees*  

Medical Expense Total (Do not include any premiums.)
*These expenses must be medically necessary and must include a medical diagnosis.
 

Dental Expenses
Deductibles  
Co-insurance & Co-payments  
Preventative Care (Exams and X-rays)  
Basic Care (Fillings)  
Major Care (Crowns and Bridges)  
Orthodontia*  

Dental Expense Total
*Please refer to our website and read the "Orthodontia Reimbursement Guidelines" before electing for Orthodontia.
 

Vision Expenses
Eye Exams  
Eyeglasses, Prescription Sunglasses & Contact Lenses  
Contact Lens Supplies  

Vision Expense Total  

Other Eligible Unreimbursed Medical Expenses  

Medical Reimbursement Account Total  

Your Marginal Tax Bracket (Typically between 15%-46%)  

Estimated Tax Savings  

Dependent Care Reimbursement Plan Expenses
Dependent Day Care Expenses  
In-home Childcare Expenses  
After School Care or Eligible Summer Camp Expenses  
Other Dependent Care Expenses  

Dependent Care Reimbursement Account Total  

Your Marginal Tax Bracket (Typically between 15%-46%)  

Estimated Tax Savings