Step 1 - Pay
Employee (Plan Member) receives medical service and / or product:
- Pays for medical expenses out of pocket,
- Obtains original receipt(s) from medical service provider.
Step 2 - Claim & Submit
Employee (Plan Member) does the following:
- Downloads and completes the Smartin Benefits Plan claim form (links on the side),
- Sends an email with the following attachments to Smartin Benefits:
- Smartin Benefits Plan claim form;
- Copies of medical expense receipts.
Step 3 - Review & Request
Smartin Benefits does the following:
- Fully reviews each and every claim item for eligibility and compliance under CRA tax rules,
- Requests funds from Employer (Plan Owner) to cover the cost:
- Medical expense;
- Admin fee on medical expense;
- GST/HST on Admin fee.
Step 4 - Reimburse
Smartin Benefits does the following:
- Sends the Employer a tax receipt for the full expense and the administration fee to claim as a business expense,
- Provides the employee with a tax-free reimbursement of the medical expense incurred.
We would like to reimbursement you as soon as possible. To avoid delays, please inform us immediately of any changes in your Banking or Interac e-Transfer information.
Claim Forms
Use the Smartin Benefits Plan Claim Forms to claim eligible medical expenses.
External Links to CRA
It is important to always use the Canada Revenue Agency (CRA) as a reference point.
Download our Claim Process
To download our Claim Process in an easy to follow format, click on the link below:
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