To claim reimbursement from your UAW Retiree Medical Benefits Trust Health Reimbursement Account, complete the UAW Trust HRA benefit form, attach an Explanation of Benefits or itemized receipt for each expense, and submit it to WEX online, by mail, email, or fax. For 2026, each eligible contract holder has $1,000 available in the HRA.1UAW Retiree Medical Benefits Trust. HRA Benefit You can skip the form entirely for many expenses by paying with your WEX debit card.
What to Gather Before You Start
Every line on the form has to be backed by paperwork. For medical, dental, or vision services billed through insurance or Medicare, that means the Explanation of Benefits showing the service date, the amount billed, what the plan paid, and what you owe. For pharmacy co-pays, hearing aids, and other costs that don’t generate an EOB, use an itemized receipt showing the patient’s name, the service or item, the date, and what you paid out of pocket.
The HRA only reimburses amounts not covered by your health plan, Medicare, or any other source.1UAW Retiree Medical Benefits Trust. HRA Benefit For a Medicare premium claim, attach your annual benefit statement from the Social Security Administration showing the premium amount.2UAW Retiree Medical Benefits Trust. WEX Recurring Premium Reimbursement Request Form For mileage, keep a short log: date, round-trip miles, provider, and reason for the visit.
How to Complete the Form
You can file online or on paper. Online is faster and gives you a confirmation number.
Filing Online Through the WEX Portal
Log in at benefitslogin.wexhealth.com. On the Home tab, click “Reimburse Myself” under “I Want To.” Choose “Medical” for most expenses, or “Premium” if you’re claiming a Medicare premium. Upload your EOB or itemized receipt, enter the date of service, expense type, and amount, and review the summary before you submit.3UAW Retiree Medical Benefits Trust. Welcome to Your Trust HRA Benefit For a premium claim, attach the SSA benefit letter as verification.
Filing on Paper
Download the HRA Benefit Form at uawtrust.org/hrabenefit, or call Retiree Health Care Connect at 1-866-637-7555 to request a copy.4Contact Us – BCBSM. Contact Us – UAW Trust Fill in your name, current address, and the last four digits of your Social Security number. For each expense, enter the service date, provider name, type of service, and the amount you’re requesting. Every line should match an attached document.
Sign the authorization at the bottom. Your signature certifies the claim is accurate. Submitting false information can suspend your benefits and carries federal health care fraud penalties, including fines and up to ten years in prison.5Office of the Law Revision Counsel. 18 USC 1347 – Health Care Fraud Indicate whether you want payment by check or direct deposit; you can set up direct deposit through your WEX online account or with the WEX Direct Deposit Form.
Where to Send It
Submit completed forms and documentation to WEX, not to the UAW Trust office. Sending anything to the Trust instead will delay processing.1UAW Retiree Medical Benefits Trust. HRA Benefit
- Online: benefitslogin.wexhealth.com
- Mail: WEX, PO Box 2926, Fargo, ND 58108-2926
- Email: forms@wexhealth.com
- Fax: 866-451-3245
Online submissions produce a confirmation number. For mail and fax, keep a copy of everything you send.
When You Don’t Need the Form
WEX mails a debit card to every Trust contract holder, and it reloads with new plan year funds each January without being replaced.1UAW Retiree Medical Benefits Trust. HRA Benefit Swipe it at the doctor, pharmacy, or other qualified provider to pay your share directly from the HRA, and you don’t have to file a claim at all.
Two cautions. If a card transaction doesn’t carry enough detail for WEX to confirm the expense qualifies, WEX will ask you for a receipt or EOB, so hold on to receipts until the charge clears without a request. And on January 1 the card starts drawing only from the new year’s balance. Leftover prior-year dollars can’t be reached with the card; you have to file a claim for them.1UAW Retiree Medical Benefits Trust. HRA Benefit Transportation costs like mileage or rideshare fares also can’t be paid with the card; those always go through the portal or a paper form.3UAW Retiree Medical Benefits Trust. Welcome to Your Trust HRA Benefit
Set Up Automatic Medicare Premium Reimbursement Once
If the same premium comes out every month, you don’t need to refile. WEX offers a Recurring Premium Reimbursement Request Form that pays you automatically each month until the HRA balance runs out or a stop date you choose.2UAW Retiree Medical Benefits Trust. WEX Recurring Premium Reimbursement Request Form
Download the form at uawtrust.org/hrabenefit, attach the SSA annual benefit statement showing your premium, enter a start date, and send it to WEX by mail, email, or fax. One submission is enough unless your premium amount changes or you want to stop the payments.
What You Can and Can’t Claim
The HRA covers qualified medical expenses as defined by the IRS under Section 213(d).6Office of the Law Revision Counsel. 26 USC 213 – Medical, Dental, Etc., Expenses The Trust points members to IRS Publication 502 for the full list.1UAW Retiree Medical Benefits Trust. HRA Benefit Common eligible expenses include Medicare Part B, Part D, and Medigap premiums; prescription co-pays; dental and vision costs your plan doesn’t fully cover; hearing aids and fittings; and medical transportation, reimbursed at the IRS medical mileage rate or as the actual fare for taxis and rideshares.7Internal Revenue Service. IRS Sets 2026 Business Standard Mileage Rate at 72.5 Cents per Mile, Up 2.5 Cents Transportation claims should note the destination and medical reason for the trip.
The HRA will not reimburse cosmetic procedures, vitamins, gym memberships, or anything already paid by insurance, Medicare, or another spending account.8Internal Revenue Service. Publication 502 – Medical and Dental Expenses The Trust also runs a separate over-the-counter benefit for OTC medicines and supplies; check with the Trust before filing an OTC item on the HRA.1UAW Retiree Medical Benefits Trust. HRA Benefit
Only one HRA is issued per contract, held either by the auto retiree or by a surviving spouse, but the funds can pay for qualified expenses of any tax-eligible dependent of the contract holder.
Deadlines and Leftover Funds
Unused HRA dollars expire on December 31 of each plan year and do not roll over. If you have a balance left in the fall, plan your claims. For expenses from the prior year, the Trust gives you a grace period to file: a 2025 expense, for instance, can be submitted through April 30, 2026.1UAW Retiree Medical Benefits Trust. HRA Benefit After that date, prior-year funds are forfeited.
The grace period only works for claims you file manually. The debit card switches to the new year on January 1 and can’t reach the old balance, so any December expense you didn’t swipe for needs to go in as a paper or online claim before April 30.
After You Submit
WEX reviews each submission to verify the documentation and confirm the expense qualifies. The Trust’s materials don’t list a specific processing time, though complete online claims generally move faster than mailed ones. Approved claims are paid by check or direct deposit.
If a claim is denied, WEX sends a written notice with the reason — often a missing receipt, an ineligible expense, or a service date outside your coverage. If it’s a documentation gap, send the missing paperwork and resubmit. For a formal appeal, you have 180 days from the denial to appeal to the plan, and post-service claim appeals must be decided within 30 days.9UAW Retiree Medical Benefits Trust. Claims and Appeals