Link your bank account Navigate to the Settings page from the top-left menu of your FSA dashboard to connect your bank account. This allows you to add direct contributions or to manually reimburse yourself for FSA eligible expenses paid out-of-pocket. Get familiar with important FSA details We recommend familiarizing yourself with the FSA plan timeline listed on your main dashboard. This includes details such as start date, end date, run-out period, and grace period. New to FSAs? Check out Lively’s to learn more, and our tool to search for FSA eligible expenses. (Optional) FSA Guide What’s Eligible Download the Lively mobile app Download the “Lively Benefits” mobile app, available for iOS and Android, to take your FSA on the go. (Optional) Have questions? We’re here to help. Email or call Lively for responsive, expert assistance. 7 6 8 livelyme.com | 1.888.576.4837 | support@livelyme.com Lively Flexible Spending Account (FSA) Order a dependent card You can do this from the Debit cards page mentioned in Step 4. It can take 10 to 13 business days for your dependent card to reach you. (Optional) 5
FSA Quick Start Guide Page 1 