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Pre-Tax Expense Account Deadlines
September 7, 2010, Volume 57, No. 02

If you have a Pre-Tax Expense Account, remember that the IRS regulation known as “Use It or Lose It” means that you can’t keep a balance in your account forever. The final day on which you can incur eligible expenses for the 2009–10 plan year is September 15, 2010. You must submit claims for all expenses by September 30. Visit the Human Resources website at www.hr.upenn.edu/Benefits/PreTax for more information, including listings of eligible expenses and instructions on how to file a claim. You can also call the Penn Benefits Center at 1-888-PENNBEN (1-888-736-6236), Monday through Friday, 8 a.m.–6 p.m.

Almanac - September 7, 2010, Volume 57, No. 02