FSA Claims: The FSA Carryover amount is not correctly stated if there was an increase in the Pledge Amount during the year (Doc ID 2409679.1)

Last updated on SEPTEMBER 08, 2023

Applies to:

Symptoms

When there is an Increase in the Annual Pledge during the year, the carryover amount is not correct.


STEPS
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The issue can be reproduced at will with the following steps:
1. 1/1/2017 OE enrollment in FSA for 1,500. Navigation: Benefits > Enroll in Benefits > Spending Accounts
2. 5/21/2017 enrollment in FSA to increase pledge to 2,000. Navigation: Benefits > Enroll in Benefits > Spending Accounts
3. Make a claim for 2,000. Navigation: Benefits > Admin Flex Spending Acct US > Submit claims
4. Process payment. Navigation: Benefits > Admin Flex Spending Acct US > Process Claims > Calculate Claim Payment
5. Close FSA for 2017. Navigation: Benefits > Admin Flex Spending Acct US > Create Account reports > Close and Summarize Accounts
6. 1/1/2018 OE enrollment in FSA for 2,500. Navigation: Benefits > Enroll in Benefits > Spending Accounts
7. YTD details show -500 carryover. Navigation: Benefits > Admin Flex Spending Acct US > Review claim/Payment Info > Year to Date Activity.

Changes

Cause

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