Dec. 31: Deadline to Spend Most Pre-tax Account Funds
12/26/2025 11:14:37 AM
If you set aside money in a pre-tax account for day care, medical, dental, or transit expenses, you have until Dec. 31, 2025 to use most of the funds.
Reimbursement deadline
- Make your purchases by Dec. 31, 2025
- Send your receipts and request reimbursement by Feb. 28, 2026
What happens to unused funds:
- Dependent Care Expense Account. This account is use it or lose it. You lose any money you do not spend by Dec. 31.
- Medical/Dental Expense Account. You may be able to carry forward up to $660 into 2026 if you meet the plan rules.
- Transit Expense Accounts. You may be able to carry forward funds into 2026 if you meet the plan rules.
What to do now:
- Check your account balance.
- Review carryover rules and reimbursement steps on the Benefit Resource (BRI) website.
Need help? Contact BRI:
- 7 a.m. to 7 p.m., Monday–Friday
- 800-300-1672 (option 3) or 612-877-4321
- Fax: 877-918-3622
- participantservices@benefitresource.com
- Live chat by logging in to BRIWEB
To register for a BRI account to chat or view your pre-tax expense account information you'll need to the company code from Self Service. You will find it behind the Benefits tile. Select SEGIP Passwords, Contacts and the Pre-tax, FSA link on the left.
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