Downloading Your Plan Year Reimbursement Activity
This article applies to you if you have a Via Benefits reimbursement account (sometimes known as a Health Reimbursement Arrangement).*
Note: Some information may be cut off if you set your browser to 125% zoom or higher. We recommend using 100% zoom and expanding your browser.
To download your reimbursement activity for a specific plan year, follow these steps:
1. Sign in and select the name of the family member whose information you wish to view.
2. Select View Accounts in the Funds & Reimbursements section.
3. Select Reimbursement Center on the Funds and Reimbursements page.
4. Select HRA at the top of the page.
Please note: The HRA tab is customized for your former employer or benefits provider and may have a different name (for example, ARA, RRA).
5. Select the Activity tab.
6. Select the desired plan year.
7. On the Download drop-down list, select either CSV or PDF.
CSV downloads the activity into an Excel workbook.
An Excel file allows you to sort and filter the data. A PDF file doesn't.
8. Select the type of activities you want to download (Balance Changing Activities or All Activities) and select Download.
9. Once the download is complete, it appears in your web browser’s Downloads (or Download folder); select the file to open it.
*Via Benefits reimbursement accounts are administered by Extend Health, LLC.
