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Wellness Reimbursement Request Concepts
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How to write your Wellness Reimbursement Request

We include this 3 page template with Human Resources Contract Pack and the Proposal Kit Professional. You will get more content and software automation for data merging, managing client documents, and creating proposals with line item quoting with a Contract Pack or the Professional.

The Wellness Reimbursement Request form is used for employees to request reimbursement for authorized expenses that fall under the company's health and wellness reimbursement policy.
Document Length: 3 Pages
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1. Get Human Resources Contract Pack or the single template that includes this business contract document.

We include this Wellness Reimbursement Request in editable Word format that can be customized using your office software.

2. Download and install after ordering.

Once you have ordered and downloaded your template or pack, you will have all the content you need to get started.

3. Customize the contract template with your information.

You can customize the contract document as much as you need. If you get a Contract Pack or Professional Bundle, you can also use the included Wizard software to automate name/address data merging.

Wellness Reimbursement Request

Writing the Wellness Reimbursement Request document

Wellness Reimbursement Request Date: Current Date. Employee: First Last Department: Department Supervisor: Supervisor. Employee Job Information Position: Contract Job Title Status: Full-time Y/N Date of Hire: Work Type: Hourly ? Salary ? Shift Type: Day ? Night ? Swing ? Other ?

Supervisor must complete the following form and file it with the Human Resources Department. Employee must provide receipt(s) for all reimbursed wellness activities. Description of Wellness Program or Activities Describe the wellness program or activities you are seeking reimbursement for.

Qualifications Does employee have receipt(s) of payment for the activities being submitted for reimbursement? Yes ? No ? Are the activities submitted for reimbursement "Qualified Wellness Program" activities? Yes ? No ?

Qualified Wellness Program Activities

Purpose of Company Name Wellness Reimbursement Plan:

The purpose of this plan is to provide our full-time employees with financial incentives and assistance to encourage participation in health and wellness activities and programs, such as health club memberships, aerobic / exercise classes, health education classes, and smoking and tobacco cessation or weight management programs.

Who can participate in Wellness Reimbursement:

Full-time, regular employees are eligible to participate in the wellness reimbursement program. The maximum benefit an employee can receive is limited to Insert $ Amount/month for all qualified activities. For an activity to be considered "qualified," the employee must participate in the activity for three consecutive months to be eligible for reimbursement. The company will also reimburse any previously paid qualified wellness expense so long as it is within six months of the reimbursement request, subject to documentation requirements.

The following activities shall be excluded from the Wellness Reimbursement plan:

Recreational sports programs (unless included in health club membership dues). Recreational sports events (including marathons, triathlons, tournaments). Personal trainer fees and personal fitness or sports equipment.

Classes, training, or instruction that is not provided by a licensed business or instructor (proof may be required). Meals, supplements, or aids for weight loss, body building, or for smoking / tobacco cessation. Massage programs.

Medical treatment programs or therapy. Psychological treatment programs or therapy. Fees, finance charges, late fees or other charges not a part of regular health club or classroom dues.

Payment Requirements:

All reimbursement requests must have a paid receipt showing the wellness activity purchased, date of purchase, the business Tax ID, and the period of time that the purchase covers. For multi-month purchases made up front, company shall reimburse up to Insert $ Amount/month, paid on a quarterly basis. Company will reimburse only wellness expenses incurred during employment with Company Name. Expenses prior to employment with Company Name shall not be considered.

Company reserves the right to request additional information or documentation on all requested reimbursements. Company may also deny a reimbursement expense if that expense is determined to be covered under an applicable health insurance plan or other reimbursable program. Employees may not submit a wellness reimbursement request for any expense that has already been submitted or paid out through a Flexible Spending Account (FSA), Health Savings Account (HSA), or Medical Reimbursement Account (MRA).

If you have any questions concerning the eligibility of any wellness expense, please consult the Human Resources Department.

The complete Wellness Reimbursement Request - with the actual formatting and layout - is available as a single template or as part of a library of related templates in a Contract Pack or the Professional Bundle.
Wellness Reimbursement Request
Product name:
Wellness Reimbursement Request
Produced by:
Proposal Kit
Software › Computer Software › Business & Productivity Software
$19 USD
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Related documents may be used in conjunction with this document depending on your situation. Many related documents are intended for use as part of a contract management system.

Related Documents:

Key Takeaways

  • The Wellness Reimbursement Request is available as a ready-to-edit template.
  • The Contract Packs and Professional Bundle include many related agreements and documents.
  • You can automate financials and data merging into contracts using a Contract Pack or Professional Bundle.
  • You can also create business proposals and integrate your contracts using the Professional Bundle.
  • There are no ongoing subscription fees. You get lifetime unlimited use.
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