Payments
You can easily connect your bank account to manage out-of-pocket payments and get reimbursed for approved claims.
Reimbursements approved on the same day will be grouped as a single line item in your account. Dependents using the Level App can add their own bank accounts.
Connect your bank account
- From your Level App, go to Account > Bank account > Add bank > Continue
- Select your bank and follow the instructions to automatically finish setup
- If you would like to manually connect your account, select Link with account numbers
- To complete the setup, check your bank account in a few business days for two small deposits from Level.
- Once they appear, return to the Bank account section in the Level App, select Verify, and follow the steps to finalize the connection.
Note: Some corporate networks restrict access to financial information. If you’re unable to add a bank account on a work device, try using a personal device or another network.
International employees: This process is not applicable to employees outside the U.S. International employees will be reimbursed through payroll by their employer.
Update your bank account
- Go to Account > Bank account
- For the old account, select the three-dot menu then select Remove
- To add a new account, select Add
- If you have multiple accounts, use the three-dot menu on the new account to set it as the default
- Keep your company details and integrations up-to-date in the Account section
Payment methods
- Bank transfer: Connect a bank account to get paid back in 3-5 business days. Claim reimbursements processed on the same day will appear as a single line item in your bank account.
- Check: If you don’t link a bank account, you’ll get a physical check in 7-10 business days.
- Purchase offset: Outstanding payments for non-covered items may be deducted from approved reimbursement amounts.
- International employees: Reimbursement will be made via payroll by your employer.
Claim timelines
- Most plans require you to submit your claim for reimbursement within 30 days of purchase (up to 180 days for certain benefits).
- Claims are applied to the transaction period of the purchase date, not your current balance. This means the claim will deduct from the balance you had at the time of the transaction.
- For example, if you have a monthly fund without rollover and submit a claim for a purchase made in January while it is now February, the claim will be deducted from your January balance.
- Check your plan documents for more details.
Paying Level back for an ineligible expense
If you've used your Level Card for an ineligible expense, you’ll be prompted to make a payment in the app. Transactions that have payment due can be easily reviewed from the Activity section. If you don’t make your payments, your card may be locked, and the ineligible expense will be reported to your employer.
You can add a bank account to make secure payments. After you make a payment, the transaction will show as complete. Note that payments made on the same day will appear as one line item in your bank account.
If you'd prefer not to link your bank account, you can pay your balance by physical check.
Make the check payable to Level Benefits, Inc, and add the transaction ID to the memo line. To find the transaction ID, visit the Activity section and select the transaction. If your payment applies to more than one transaction, you can list multiple IDs, separated by a comma. (If there’s not enough space, send an in-app message to let us know you’re mailing a check, and to which transactions it applies.)
Mail the check to Level Benefits, Inc. at PO Box 1461, New York, NY 10013. Once we receive your check, we will update your transaction as paid, and you'll receive a confirmation email.