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IRS Publication 502



IMPORTANT: Required Documentation

The Trust Office may pay a claim for benefits upon receipt of documentation, prepared by a third party independent from the Beneficiary, showing each of the following items:


  1. The date of medical services, which were provided prior to the date of the claim;

  2. The type of medical services, meeting the Plan definition of Covered Expenses in Section 1.10(b); and

  3. Proof of the Beneficiary's payment for the medical services.