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SYSTEMS AND METHODS FOR MANAGING ELIGIBLE EXPENSES FROM SPECIALIZED FINANCIAL ACCOUNTS
SYSTEMS AND METHODS FOR MANAGING ELIGIBLE EXPENSES FROM SPECIALIZED FINANCIAL ACCOUNTS
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机译:从专用财务帐户管理应付款的系统和方法
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摘要
Disclosed herein are systems and related methods for administering a financial account on behalf of a system member, where payments from the financial account are restricted to only eligible expenses. Such administration of a restricted-use financial account assists members in properly expending funds from their financial account, and thus maintaining compliance with any guidelines or laws regulating the expenditure of funds from their account. In a more specific aspect, the disclosed principles provide a solution for Medicare Set Aside (MSA) account payments by which individuals may self- administer one or more MSA accounts on their own behalf, yet ensure compliance with the guidelines and laws governing such MSA accounts, such as CMS.
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机译:本文公开了用于代表系统成员管理财务帐户的系统和相关方法,其中来自财务帐户的付款仅限于符合条件的费用。对受限制使用的财务帐户的这种管理有助于成员从其财务帐户中适当地支出资金,从而保持遵守任何规范或法律来规范其帐户资金支出的规定。在更具体的方面,所公开的原理为Medicare Set Aside(MSA)帐户付款提供了一种解决方案,通过该解决方案,个人可以代表自己自行管理一个或多个MSA帐户,但确保遵守管理此类MSA帐户的准则和法律,例如CMS。
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