You may roll over up to $660 of unused Health Care FSA dollars from the current plan year to the plan year starting July 1, 2026. You will be able to roll over up to $680 of unused Health Care FSA dollars from the plan year starting July 1, 2026 to the plan year starting July 1, 2027. Dependent Care FSA funds are not eligible for rollover from one plan year to the next. It is important to plan accordingly so you don't forfeit unused money.
To be eligible for a balance rollover, an employee must be enrolled in an FSA and contribute at least $1 to maintain the “active status.” If you enroll in the Aetna PPO + HSA plan and have a Health Care FSA balance to roll over, it will be placed in a Limited Purpose Health Care FSA.
Two Health Care FSA Choices
| TRADITIONAL HEALTH CARE FSA If enrolled in the Aetna Select or Aetna PPO plan |
LIMITED PURPOSE HEALTH CARE FSA If enrolled in the Aetna PPO + HSA plan |
|
|---|---|---|
| Pay for ... | Medical, dental, and vision expenses |
Dental and vision expenses only (you can use your HSA for medical expenses) After your deductible, you can use your FSA for medical expenses, too |
| Contribute up to ... | $3,400 each year |
|
Dependent Care FSA Choice
- Pay for eligible expenses for child care or after school programs (for your dependents up to the day before their 13th birthday) and/or elder care
- Contribute up to $7,500 a year for individuals or married couples filing jointly, or $3,750 for a married person filing separately
- Check the Summary Plan Description (SPD) for details and exceptions