19.8 Restrictions

(Amended 10/04; 6/11)

 Expenses reimbursed in a spending account must be incurred in the year of the spending account. Expenses incurred during one calendar year but paid the following calendar year will not be eligible for reimbursement. Employees have until the last working day of April of the following calendar year to be reimbursed for such expenses, but the expenses must have occurred during the prior calendar year. Any money remaining in a particular calendar year account on December 31 for which the employee cannot produce expenses will be forfeited to the University.

If an employee terminates employment during the calendar year and he or she is participating in this program, all dependent care funds remaining must be spent by December 31 and claimed by the last working day of April of the following year. If the employee who terminated was participating in the health care spending program, all funds remaining for claims incurred during employment must be claimed by the last working day of April of the following year. Any funds not spent by that date will be forfeited to the University.