The items and services that you purchase under Perks+ can only be used for you as the employee and not for your family members, except where noted otherwise (such as Caregiving for loved ones and Pet care).
Important Note: You cannot be reimbursed by Perks+ for any services or items that he been prescribed for a medical reason, as that would be considered excluded medical care. Additionally, any qualified medical expenses that are covered or reimbursable under your health plan, health or dental/vision FSA, or HSA are not eligible for Perks+ reimbursement. For examples of qualified medical expenses that may be reimbursable under your health or dental/vision FSA or HSA, visit the Flexible Spending Accounts page.
TaxationPerks+ payments, excluding those reimbursements for employee student loan repayments, are subject to supplemental tax rates, as defined by the Internal Revenue Service (IRS). This means that you will see the value of Perks+ added to your paycheck as taxable earnings and will pay taxes on that amount at the applicable supplemental tax rates. Perks+ reimbursements for employee student loan repayments are federal tax free.
Plan yearYour Perks+ benefit plan year runs from January 1 through December 31. Only purchases made during the plan year are eligible for reimbursement. Purchases made prior to the start of a plan year are not eligible.
Your deadline to submit for reimbursement for the plan year is January 31 by 11:59 p.m. Pacific Time of the following calendar year (i.e., you he until Jan 31, 11:59 p.m. Pacific Time of 2026 to submit items you purchased in 2025).
Receipts are required. If you purchased through an online retailer, local store, friend or private third party, and you don't he a receipt, you may complete a Receipt Validation Form to submit your reimbursement request.
Submit Perks+ reimbursement requests through the Perks+ site at Forma.