STEPS FOR a SUCCESSFUL CLAIM reimbursement submission

These are the steps to follow so each claim you submit has all of the necessary components and supporting documentation for successful reimbursement payout. Please review your entire HRA guide for additional information.

Step 1

Decide how you would like to receive reimbursement payments for approved employer funded claim requests.

For direct deposit: Enter your information on the online HRA portal OR submit your banking information using a paper Direct Deposit form

OR

For a physical check: Request for reimbursement WITHOUT completing direct deposit banking information.
Step 2

Type of claim you are submitting

Automatic Reimbursement: ONLY requests for monthly Health Insurance plan Premiums with specific carriers in which Mercer Marketplace 365 directly enrolls you.

OR

One-Time Reimbursement: Requested for all other types of medical claims that qualify.
Step 3

Collect the necessary supporting documentation paperwork
Step 4

Decide how you will submit your claim to Mercer Marketplace 365, HRA claims department.

Submit online using the HRA portal. Log into the online portal, submit your claim online, attach all supporting documentation to the online portal.

OR

Submit using paper forms. Paper request must be complete correctly and signed by the appropriate signatory. Send along copies of supporting documentation to our HRA Claims Department.
Step 5

Correctly submitted claims will process and payout without additional documentation.
Step 6

Please keep the following in mind regarding different claims.

One-time claims request: Needs to be submitted with each requested pay out.

Automatic Reimbursement request: Needs to be re-submitted yearly.
IMPORTANT: Ongoing monthly payouts will stop on Dec 31^st of each year. To avoid a break in pay outs, submit a new request By Jan 1^st of each New Year.