This worksheet has been prepared to help you determine the amount of money, if any, you wish to allocate to your Medical Spending Account. You will need to consider very carefully what expenses you expect to have for the upcoming plan year. Review the expenses you normally have and any you can schedule for the upcoming plan year that are not covered at all or are only partially covered by your medical plan.
Remember that this account is for all out-of-pocket medically necessary expenses for every member of your immediate family, whether insured through your group health plan or not as long as you and your spouse are filing a joint tax return or you are a single parent.