What is the deadline for submitting an HSA expense?
HSA years run from September 1 – August 31, or from January 1 to December 31. Contact your employer if you don’t know which HSA plan year you are enrolled in, or how often your HSA is paid each year.
Quarterly HSA
If your HSA expenses are paid quarterly, refer to the following charts for your expense submission deadlines:
|
HSA Year September 1 - August 31 |
|
Time Period |
Submission Deadline |
|
September 1 – November 30 |
November 30 |
|
December 1 – February 28/29 |
February 28/29 |
|
March 1 – May 31 |
May 31 |
|
June 1 – August 31 |
August 31 |
|
*Run-off Period |
October 30 |
|
HSA Year January 1 - December 31 |
|
Time period |
Submission Deadline |
|
January 1 – March 31 |
March 31 |
|
April 1 – June 30 |
June 30 |
|
July 1 – September 30 |
September 30 |
|
October 1 – December 31 |
December 31 |
|
*Run-off Period |
March 2 |
*The Run-off Period is a 60-day grace period. During this grace period, you can submit any expenses you incurred during your HSA year that you haven’t yet sent to ASEBP. Once the run-off period passes, any expenses you incurred in the previous HSA year will not be considered for reimbursement.
Semi-annual HSA
If your HSA expenses are paid semi-annually, refer to the following chart for your expense submission deadlines:
|
HSA Year September 1 – August 31 |
|
Time period |
Submission Deadline |
|
September 1 – February 28/29 |
February 28/29 |
|
March 1 – August 31 |
October 30 |
A note about Health Spending Account reimbursements
Regardless of the type of HSA you have, eligible expenses cannot be reimbursed over multiple HSA years. If an expense is not fully paid by the end of the HSA year in which it was incurred, it will not be fully reimbursed.
For reimbursement schedules, please click the link below:
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