Medical Spending Account

Participants in an MSA may elect up to a yearly maximum of $5,000 (tax-free and deductible from his/her paycheck in equal increments) for the purpose of receiving reimbursement for medical, dental and vision care expenses not covered by any insurance. The primary benefit received from an MSA is the tax savings. All enrollees should be aware, however, that any unused dollars remaining in the MSA at the end of each plan year will be forfeited, and are not available for return to the employee. Under IRS rules, changes to allocations may only be made for bonafide valid family status changes; therefore, caution is urged when determining a specific amount designated for the MSA. Reimbursements will be processed through our third party administrator, GPA .

If you have any questions about your Trinity Flexible Benefits Plan, you should review it with Human Resources at extension 7507.

Amendment Number 3 (pdf) to Trinity University Cafeteria Plan

Health Care Reimbursement Plan (pdf)

Medical Spending Account/Dependent Care Reimbursement Form To be completed and sent or faxed to GPA by the participating employee for reimbursement. Please attach a copy of your receipt.

GPA Direct Deposit Authorization Form
To be completed and returned to Human Resources for authorization of direct deposit of reimbursements.

3/6/2009