Lively allows you to submit a claim for an amount greater than your available balance on select account types, including Health Reimbursement Arrangements (HRAs), Dependent Care FSAs (DCFSAs), Lifestyle Spending Accounts (LSAs), and Medical Travel Accounts.
This feature, known as incremental funding, automatically reimburses you as new funds are deposited into your account until the total approved claim amount is paid in full. You do not need to submit another claim for the same expense.
Note: Claims that exceed your available balance must be less than or equal to your annual election amount minus any previous spend.
To submit an incrementally funded claim:
Log in to your Lively account at secure.livelyme.com/login.
From your Dashboard, select Get reimbursed. You’ll see your Available Balance and the “Claim up to” amount you can request.
-
Enter the claim details, including:
The date of service (the date the expense was incurred, not paid).
The total expense amount (even if it exceeds your current available balance).
Upload substantiating documentation, such as a third-party receipt on company letterhead or signed by the service provider. Your receipt should include the date of care, description of service, and total cost.
Once approved, reimbursements will be issued automatically as funds become available until your full claim amount is paid.
Updated: