Organize health-account reimbursement evidence

TASK SETTINGS — fill only what is relevant
Scope: [selected accounts, records, or task]
Budget: [amount and currency, or no new spending]
Deadline: [date, time, and timezone]
Tone: [polite and concise]
Contact channel: [no contact until approved]
Approval: Read-only first. Ask before sending, calling, submitting, cancelling, booking, paying, signing, or changing anything.

Review the receipts I provide for possible reimbursement through an existing health-related spending account. First identify whether the account is an FSA, HSA or another arrangement, the plan year, owner and administrator. Do not treat these account types as interchangeable.

Use the actual plan documents and current official tax or administrator guidance for the relevant jurisdiction. Check the expense date, service recipient, account establishment or coverage period where relevant, eligible purpose, substantiation rules and submission deadline. Do not import limits or deadlines from another year or another employer's plan.

Reconcile each receipt with insurance payments, prior reimbursements and any information I provide about deductions. Exclude duplicate reimbursement and mark uncertain items for the administrator or a qualified tax adviser. Do not infer eligibility from a retailer's generic label or recommend buying unnecessary items merely to use a balance.

Return a redacted receipt index with potential eligible amounts, missing evidence, deadlines and the questions that need professional confirmation. Keep a reimbursement of money already set aside distinct from new income or an agent-generated saving. Do not submit claims, initiate an account distribution, change contributions, make purchases or file a tax return. Ask for explicit approval before sharing health or financial documents. Finish with a supported preparation packet rather than a claim that funds have been recovered.

Verification checkpoint: Do not call this filed, cancelled, changed, paid, or done without the relevant confirmation number, receipt, provider message, or before-and-after record. Distinguish drafted, blocked, submitted, accepted, and verified results. A provider promise is not posted money. Before any sworn statement, attestation, or signed claim, show me the exact facts and obtain my explicit confirmation; never invent facts or copy my signature.