Overview
If your Plan includes a Wellness feature, it’s designed to support things that help you stay active, balanced, and feeling your best.
Wellness Plans can cover a wide range of expenses like fitness activities, recreation, personal health supports, and more.
What’s included in your Plan is determined by your Plan Sponsor (your employer or organization). That means every Wellness Plan can look a little different.
This article walks through how to check what’s eligible on your Plan, how to submit Wellness expenses, and what you’ll need along the way.
The details
Checking expense eligibility
Before submitting a claim, it’s a good idea to take a quick look at your Wellness categories in your Member Centre.
When you log in, head to your dashboard and select your Wellness Spending Account feature under the My benefits section. From there, you’ll be able to see:
- The categories included in your plan
- Examples of eligible expenses
- Your contribution amount
- Your Benefit Period and claim submission cut-off date
Since Wellness Plans are designed by the Plan Sponsor, the categories listed there are the best place to confirm what your Plan includes.
If you still have questions, reach out to our team via the Support Form in your Member Centre, or via email and we’ll be able to help you out.
Submitting claims
Wellness expenses are submitted the same way as other claims, through your Member Centre. You can submit a claim by clicking the + New Claim button, uploading your supporting documentation, and entering the details of your expense.
Even if you’ve purchased multiple things at the same time, each expense should be entered as its own expense, with the correct category and relevant details.
For example, if your supporting documentation includes a yoga class and a fitness accessory, those would usually be submitted as two separate expenses so they can be reviewed under the correct category.
Submitting expenses individually helps keep things clear and speeds up the review process.
When you submit an expense, the category you select will determine the information you’re asked to enter. Different categories require different details based on the type of expense being submitted.
If you’re not sure which category to choose, checking your Plan’s categories in the Member Centre first can help point you in the right direction. Selecting the right category sets you up to provide the information we’ll need to get your claim processed quickly and efficiently.
Here are all the nitty gritty details of Submitting a claim.
Supporting documentation
Wellness claims still require supporting documentation.
Your documentation should include a few basic pieces of information:
- The date of purchase or service
- The amount paid
- What the purchase was for
If supporting documentation is missing important details, our team may reach out for more details before the claim can be processed.
Anything else
Wellness Plans are meant to support a wide range of activities that help you stay healthy, active, and balanced.
Because each Plan is designed by the Plan Sponsor, the categories can vary. Your Member Centre will always show the most accurate details for your specific Plan.
If an expense feels like it fits the spirit of your Wellness categories, but you don’t see it listed, reach out to our team and we’ll be happy to review.