For many employees (including yours, most likely) March 15 is a day of reckoning.
That’s right, the fifteenth of March is the last day many employees can use their previous year’s FSA funds to pay for eligible medical expenses.
And as you know, it’s up to YOU to make sure your employees, all of whom have 147 things on their mind, get the message before it’s too late to take action.
So how do you do that?
Well, what we’d recommend are two or three emails, strategically sent over a period of about ten days.
AND…to make things as easy as possible for you, we wrote the emails for you!
Our goal with these was to be as brief and specific as possible, use both a little fear to light a fire and some humor to keep things casual, and ensure, by sending the first email out with two weeks to go, that people will have time to, say, schedule the eye appointment they need to have in order to get their new FSA-funded glasses.
Please feel free to steal or tweak as you see fit! Ready? Let’s do this.
Email 1: The Attention-Grabber
Send: 10-12 days in advance
Subject line: The FSA deadline is approaching! Use your money or lose it!
Please don’t forget that after March 15 you’ll no longer be able to use your 2020 FSA funds. So please start thinking of ways to use those funds and make sure to both spend the money AND submit the claims by the fifteenth at 11:59 PM.
If you wait too long, you’ll kick yourself…which, ironically, could lead to a minor injury, requiring some bandages, which you’d no longer be able to buy with your FSA funds. 🙁
As a reminder, your FSA money can be used to buy things like eyeglasses, contact lenses, therapy, acupuncture, first aid kits, smoking cessation programs–and much more. [Ed. note: Check your company’s FSA usage guidelines before making your own short list.]
Need to check how much money you may have left in your 2020 FSA? [Ed. note: Include your link to online resource or reference attached document here.]
Want a reminder on all the stuff that’s covered and that’s not…and where to buy some of that stuff online? [Ed. note: Include your link to online resource or reference attached document here.]
Anyway, I just wanted to move this front of mind for all of you while there’s still some time to act. Please reach out if you have any questions!
Email 2: The Nudge
Send: 7 days in advance
Subject line: You have [#] days left to use your FSA funds (March 15)
Just wanted to send another reminder about using your FSA funds before Sunday, March 15. (See original email with full details below.) [Ed. note: Cut and paste your 1st email at the bottom of this one, so readers can readily get to it, if they missed it the first time.]
Short version: to ensure you don’t lose your remaining 2020 FSA funds, you’ll need to both spend that money and submit your claims by 11:59 P.M. on March 15th. That’s right, miss that deadline, and that money–YOUR money–will sadly disappear in a puff of smoke.
If you have any questions, please let me know. I’m here to help!
Email 3: The Last-Second Short One
Send: March 14 (Tuesday)
Subject line: Tomorrow is the FSA Deadline – Last Chance to Use Your 2020 Funds!
Last reminder, I promise!
When does your 2020 FSA balance disappear? The end of the day tomorrow (March 15).
Do you need to both spend the money AND submit the claim by end of day tomorrow? Yes.
What can you use FSA funds for? [link to resource or reference attached document here]
How can you get that stuff or those service? [link to resource or reference attached document here]
How will you feel once you’ve used all your money up? Like this.
Thanks, everyone. As always, please give a shout if you have any questions.
Anyway, we hope you find this helpful! If so, you might also want to check out this great content as well: