How do I access my plan information?

Surency offers four ways to access your plan details:

1. The easiest option is to use the Surency mobile app. The mobile app is available for download from the Apple App Store or Google Play. On the mobile app, you can view your current account balance, file claims and securely contact Surency.
2. Log in to your online Member Account to view your account details, file claims and more. 
3. Contact Surency Customer Service at 866-818-8805.
4. You can also sign up to receive electronic updates on your plan via email and/or text alerts. Log in to your Member Account and visit the “Statements & Notifications” tab to select your notification preferences.

How do I know how much is in my account?

There are four ways to access your plan details:

1. The easiest option is to use the Surency mobile app. The mobile app is available for download from the Apple App Store or Google Play. On the mobile app you can view your current account balance, file claims, purchase FSA-approved items and securely contact Surency.
2. Log in to your online Member Account to view your account details, file claims, and more.
3. Contact Surency Customer Service at 866-818-8805.
4. You can also sign up to receive electronic updates on your plan via email and/or text alerts. Log in to your Member Account, visit the “Statements & Notifications" tab to select your notification preference.

Can I receive statements/notifications by email and/or text?

Surency offers email and text notifications regarding details of your account. To set up these features, log in to your Member Account, visit the “Statements & Notifications” tab and click on “Update Notification Preferences.” Enter your cell phone number and/or email address and choose your alert options. Click “Submit” to save your changes.

What do I do if I’m having issues with my Member Account or the mobile app?

Contact Surency Customer Service at 866-818-8805 for assistance.

How do I manage and view my account?

There are four ways to access your plan details:

• The easiest option is to use the mobile app. The mobile app is available for download from the Apple App Store or Google Play. On the mobile app you can view your current account balance, file claims and securely contact Surency. Learn more at Surency.com/App.
• Log in to your online Member Account to view your account details, file claims, and more.
• Contact Surency Customer Service at 866-818-8805.
• You can also sign up to receive electronic updates on your plan via email and/or text alerts. Log in to your Member Account, visit the “Statements & Notifications” tab to select your notification preference.

What happens to funds left in my HRA at the end of the year?

Usually funds remaining in your HRA will roll over to the next year. However, your employer may specify that unused funds are forfeited at the end of the year. Contact Surency’s Customer Service department at 866-818-8805 to discuss the specific details of your plan.

What if I terminate employment?

If you leave your current employer, you cannot take your HRA with you and funds remaining in your HRA cannot be paid to you, unless you continue coverage through COBRA.

What happens if I submit a claim for an amount larger than the balance of my HRA?

You will only be reimbursed up to the amount that is in your HRA. As additional funds are contributed to your account later in the year, you can be reimbursed for qualified medical expenses paid out-of-pocket earlier in the year (as long as the expenses were incurred after the establishment of your HRA).

Can I use the money in my HRA to pay for health insurance premiums?

Generally, you can pay for health insurance premiums and long-term care premiums with funds from your HRA account. However, your employer may specify that you cannot pay for premiums with HRA dollars. Contact Surency’s Customer Service department at 866-818-8805 to discuss the specific details of your plan.