The takeaway

Okta’s pretax spending accounts save you money on qualified medical and dependent care expenses. You set aside money from your paycheck to use for doctor visits, prescriptions, dental care, vision care, and child care. Your contributions go into your account pretax. This reduces your taxable income and allows you to pay for these expenses with tax-free dollars.

Navia manages Okta’s pretax spending accounts.

Go to Navia's website

Spending accounts for your healthcare and child care needs

Healthcare flexible spending account (FSA)

Limited purpose healthcare flexible spending account (FSA)

Dependent care flexible spending account (FSA)

How to access your benefits

You’ll access and manage your pretax spending account(s) through the Navia app on your Okta Dashboard or visit Navia’s Website and use company code: OKT to complete your account registration.

Pay with a debit card

For the healthcare or limited purpose healthcare FSA, swipe your debit card at your provider’s office, and the funds will be deducted directly from your account.

Submit claims online

Just upload your claim, enter some info, and a reimbursement check will be on its way to you within a few days. Navia can also reimburse you through direct deposits to your bank account.

Use the Navia mobile app to manage your account

MyNavia allows you to simply snap a photo and submit for reimbursement from your phone.

Use it or lose it applies

Be sure to use the money you set aside for the FSA(s).

With the healthcare FSAs, you’re allowed to roll over up to $550 of unused healthcare FSA funds for the next plan year. If you have more than $550 in your account as of December 31, you’ll lose it.

You cannot carry over unused dependent care FSA funds—you must use your contributions by December 31 each year.

When you incur or submit expenses to Navia, they’ll save the details for you. But it’s always a good idea to save your receipts and verify the accuracy of payments, too.