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Updated Articles

  1. Claim Denial Letter - Example

    Below is an example of a Notification of Denied Claim. **Action Requied: If there are additional steps needed to approve or resolve your claim the instructions will be located under the ACTION REQUIRED section.  Please see help topics on Clai...
  2. Retirement Plan Fees

    Administration expenses - These are charges for services such as legal, accounting, recordkeeping, and, if applicable to your company's plan, investment advisory expenses.The Plan pays certain outside service providers for these administrative e...
  3. Can I Roll Funds From My Previous Employer Into My Current Plan?

    If your plan allows, you may roll money from a prior employer’s qualified plan or IRA into your current employer’s plan with Sentinel. If you are unsure whether your current plan allows rollover contributions, check your Summary Plan Description (SP...
  4. Calculate Your Distribution Amount

    Use our distribution calculators to estimate your distribution prior to submitting your request.  How much will you receive?   When taking a cash distribution, taxes and fees may effect the amount of your withdrawal, click Here   to calcul...
  5. Adding a Dependent

    Adding a dependent to your account will allow you to track claim expenses by each household member. You will need to add a dependent in order to submit claims for dependent care reimbursements. 1.   Once you are logged into your online account you...
  6. How Long Do I Have To Submit My Claims?

    Each plan has specific rules and deadlines for when claims can be submitted. You can find the claim submission deadlines by logging into your online account. On the Home page hover your cursor over the i (information) icon next to the plan name. The...
  7. Will My Unused Funds Rollover?

    If your plan does not offer a grace period your funds may rollover to the next plan year. This provision will be part of the plan rules established by your employer. The Rollover  option lets you roll over up to $500 remaining in your account fr...
  8. What is The Grace Period?

    A grace period is a timeframe in the new plan year during which you can incur new expenses and file claims. This timeframe, established by your employer, is up to 2½ months after the end of the plan year. If your plan year ends on December 31, and...
  9. Who Is Considered A Dependent For My Medical FSA?

    You are permitted to use your medical FSA plan to pay for eligible healthcare expenses for you and your eligible dependents. In general an eligible dependent is: Your Spouse Your dependent that you can claim on your tax return Your adult child(r...
  10. HSA Tax Documents

    You will be able to access your tax forms for your HSA account by logging into your online account Here . You will be able to view and download the forms under "Message Center".  Form 1099-SA will reflect any withdrawals from the account during...