What Is a LIfestyle spending Account?

A Lifestyle Spending Account (LSA) is a spending account for your well-being. It is a post-tax spending account, funded by your employer, with eligible expenses that will depend on your particular plan. Eligible expenses for LSAs will differ from plan to plan, but in general, eligible expenses are purchases that promote a healthy lifestyle. 

How Does It Work?

Participating in a Surency Flex LSA is easy.

  1. Your employer will contribute a specified amount to your account each year.  
  2. You can file a claim electronically after you have paid upfront for an eligible expense during your Plan Year from the mobile app or Member Account, and you will be reimbursed with money from your LSA, as long as you have funds available. You will be able to access your Member Account, where you can manage every aspect of your account online. You can even sign up to receive notifications via text message!
  3. Check with your benefits administrator to determine if your employer allows for funds to carryover at the end of each year. If carryover is not available, be sure to use the funds in your LSA by the end of the year. 
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