How to Request and Receive Invoices or Receipts for Maximus Charges
Maximus provides a straightforward process for requesting invoices or receipts for your charges. This guide outlines the steps, processing times, and requirements to help you obtain the necessary documentation for your records or reimbursement purposes.
Overview of Invoice Requests
Invoices or receipts are not automatically generated after a purchase or transaction. If you need documentation for a specific charge, you must submit a request to Maximus Support. This applies to all types of charges, including subscriptions, lab tests, and treatment plans.
Processing Time and Delivery Method
Invoice requests typically take 1–5 business days to process and release. In some cases, such as itemized statements, the processing time may extend to 5–10 business days.
Once processed, invoices or receipts are delivered via email in PDF format.
Requirements for Invoice Generation
Completed Transactions: Invoices can only be generated for transactions tied to completed services or delivered shipments. For example: - Lab test charges can be invoiced once billed. - Prescription charges can only be invoiced after the medication has been shipped or delivered.
Transaction Details: When submitting a request, provide specific details such as the charge amount, date, and purpose (e.g., subscription, lab test).
FSA/HSA Documentation Requirements: Ensure the invoice includes the date of service, description of service, name of provider, and dollar amount charged to meet IRS compliance.
Special Cases
HSA/FSA Receipts
Maximus can provide itemized invoices suitable for HSA or FSA reimbursement. These requests follow the same 5–10 business day processing timeline.
Note: Some charges, such as subscription fees without a processed order, may not qualify for invoicing.
To comply with IRS requirements, ensure that the invoice includes the date of service, description of service, provider name, and total cost. If any of these details are missing, request a more detailed and itemized bill.
Annual Summaries
If you need invoices for all transactions within a specific year, Maximus can manually prepare a comprehensive invoice upon request.
For subscription-based services, invoices are issued only after services are performed (e.g., medications are sent). You can request invoices monthly after each service is fulfilled or grouped quarterly/semi-annually for multiple services.
How to Submit a Request
To request an invoice or receipt:
Contact Maximus Support via the designated support channel.
Provide the following details: - Transaction amount - Date of the charge - Purpose of the charge (e.g., lab test, subscription)
Wait for the processing period (5–10 business days) to receive your invoice via email.
Verify your account by providing your full name, date of birth, and shipping address if requested by support.
Related Topics
By following these guidelines, you can efficiently request and receive the invoices or receipts you need for your Maximus charges.