CCSD Team,
CCSD is making your healthy habits and well-being a top priority by providing the opportunity to participate in the Lifestyle Spending Account (LSA) managed by HealthEquity. Employees will have up to $1500 to be reimbursed for eligible Health & Wellness expenses through June 30, 2023, and July 31, 2023, last day to submit claim(s). Unused amounts will not be rolled over to the next fiscal year.
The LSA is an employer funded program. Employees please be aware that the money reimbursed is taxable income. Employees will see the employer paid reimbursement reported on the payroll stub in income but then deducted out with only applicable taxes withheld. The total amount reimbursed will be reported on your annual W-2. Please check with your tax preparer or the IRS if you have questions about how to treat it on your annual income taxes.
If you have not registered for an account please do so on the Health Equity portal.
To register:
Eligible employees will need to use their work email address to register and create an account on the portal.
To register click on the ‘Login/Register’ and go to the `Employee Registration’ www.healthequity.com/wageworks to create an account.
If you have a Flexible Spending Account with HealthEquity please login with your existing username and password to submit an online claim.
For instructions, click the link: Member Registration Guide.pdf
Employees covered:
Eligible full time employees, children, dependents, and Spouse (Legally Married)
Employees not covered:
These positions below are ineligible for the Health & Wellness Reimbursement Program
Lifeguard, Casual employee, Outside Athletic coach, Seasonal employees, Long and Short -Term Substitutes and Contractors.
Eligible Health and Wellness expenses:
Any gym/fitness club membership fees
Any sports activities or fees
Any sports clothing, footwear, equipment, training and wearable devices
Outdoor/Indoor equipment fees and rentals (ex. Canoe, rafting, kayak, skiing, and biking)
Subscriptions and Fees for virtual/online home fitness classes
Testing: Biometric Testing, Fitness, BMI assessment
Traditional Holistic Healing
Massage Therapy (not for treatment of a medical condition)
Locker rental fees
Health and Wellness Products & Services
Expense not covered:
Nursery/Daycare fees
Cosmetics
How to Submit a Claim:
HealthEquity requires supporting documents to be uploaded in the portal to process a claim. Documentation may include a scanned receipt, credit card/bank statement, a document on letterhead or other official documentation. Supporting documents must have the following:
Recipient’s name
Name of the service provider (retail, organization, fitness facility)
Description of service or items
Payment/purchase amount (cost)
Service/purchase date/period.
After registration, click on the “Submit Receipt or Claim” tab to upload the supporting documents. It takes 2-3 business days to review the expenses and whether it is approved or not. To view status click on “View Claims & Payment”. With a status of OK to Pay it will be reimbursed either by direct deposit or by check within 3-5 business days. If reimbursed by check, it could take longer to receive a check by mail.
If an employee does not want to submit an expense on the HealthEquity Portal the employee may use the online claim form and submit the claim by fax or US mail or send it to the following locations via:
Employees must save supporting documents for their records and possible audits.
Submitted claims may be reviewed through “View Claims & Payment” on the HealthEquity (Lifestyle) Member Portal.
This benefit is taxable. The amount will show on the annual W-2 forms.
Time period claims may be submitted:
All eligible expenses must be incurred during the program period between November 1, 2022 and June 30, 2023.
An employee must be employed when expenses are incurred. If an employee becomes separated from employment, the employee will have 30 calendar days to submit the claims.
For any questions please contact: