Dependent Daycare Substantiation Requirements

Flexible Spending Account (FSA) Substantiation Policy

As a participant in the Stanford University Dependent Daycare FSA, all Dependent Daycare FSA requests for reimbursement (via mobile app, online, fax, or mail) require a receipt stating the service provided. FSA plans are required to follow IRS rules. Stanford’s FSA administrator, Fidelity, is required to verify that your submitted expenses are qualified through your daycare provider as established by IRS guidelines. Additional details are listed below.

What kind of receipt is required? You can choose from these options:

1. Receipts from your Dependent Daycare Provider
   With each payment to your daycare provider, request a receipt for the service period (weekly, biweekly, monthly). The receipt should contain the following information:
   • Name of the daycare provider
   • Name of the customer (your name)
   • Name (and ages) of the children receiving care
   • Dates of care
   • Provider Tax Payer ID/Social Security Number
   • Receipt/Invoice Date
   • Provider’s signature or on company’s letterhead (if a daycare center)
   • Payments received (optional)

2. Recurring Claims (Dependent Care FSA only)
   If you have regular daycare expenses, you can submit a recurring dependent care reimbursement form and we will automatically reimburse you for your expenses. This is a time saving, easy way to set up your reimbursement once and receive regular payments.  Enroll on the Fidelity website.

    

    

Last updated: January 2024