STEPS FOR a SUCCESSFUL CLAIM reimbursement submission

Our objective is to assist you in getting reimbursed for your eligible expenses as quickly and easily as possible. Below are the steps to follow so each claim you submit has all of the necessary components and supporting documentation. Please review your Reimbursement Instructional Guide for additional information.

  • Step 1

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


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

  • Step 2

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


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

  • Step 3

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


    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 4

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

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