Understanding your plans
Plans and funds
Level covers a range of benefits like food, work from home, education, dental, and vision. Tap into any benefit from your Level App to view your remaining balance, historical purchases, and covered merchants and items.
Plan balance and reset
Visit Activity to see your remaining plan balance, or tap into the plan to see extra details like when your balance resets. Note: Some plans allow funds to roll over into the next period.
Coverage
Merchants and items can be covered, conditionally covered, or excluded.
- Covered: Purchases are approved right away
- Conditionally covered: We’ll ask you to provide an itemized receipt after the purchase
- Excluded: You’ll have to pay out of pocket (purchases and claims will be declined)
For coverage details, go to Activity > Plan > Coverage.
Coverage and submission periods
- Coverage period: The timeframe where you can make eligible purchases
- Submission period: The number of days you have to submit a claim after a purchase
- Verification period: The number of days you have to submit verification, like a receipt, to complete your transaction
- Run-out period: The time you have to submit claims after your plan ends
Purchase methods
You can either use your Level Card or submit a claim for reimbursement.
Plan documents
For full plan rules, visit Activity, select a plan, and view Documents under Details.