Why am I not able to register for the Commuter Transit Program (CTP) with Optum Financial?
Two contributing factors for not being able to register for the CTP through Optum Financial include:
||You were just hired. The data to be sent to Optum Financial each Friday; please allow until the end of the day on Friday for Optum Financial to recognize you for registration purposes.
||You have another Optum Financial account (most likely with a prior employer) or other account conflict. Please contact the PG&E Benefits Service Center at 1-866-271-8144 Monday–Friday, 7:30 a.m.–5 p.m. Pacific time.
How do I place or modify a commuter benefit order with Optum Financial?
Log into myPlans Connect and click on the Commuter Benefits link. From there, you’ll see the account dashboard. The order cutoff is the 5th calendar day of each month.
What happens to unused funds if I leave PG&E or end the Commuter Transit Program?
At times, you may find yourself with unused funds in your Commuter Parking Program account. These funds may be used for future parking orders, or you have the option to apply the unused amount as a credit towards your next parking order. The credit amount will reduce your next pretax payroll deduction.
Note all unused funds are forfeited if you leave PG&E for any reason–including retirement–so be sure to monitor your account regularly. This does not apply to transit funds already provided to you in the form of (for example) Muni or BART passes, or cash value (as on a Clipper card).
Note the following:
- Parking Reimburse Myself Claim – Note that you if you file a claim using Reimburse Myself, all requests must be submitted within 180 days of the last benefit month. After this time, the funds will be forfeited.
- Optum Financial Parking Commuter Card – Funds are available until you end your commuter benefits or leave PG&E. After that, the card is deactivated and the remaining balance is forfeited.
If you have questions about Commuter Parking claims through Optum Financial, call the PG&E Benefits Service Center at 1-866-271-8144 Monday–Friday, 7:30 a.m.–5 p.m. Pacific time.
If you have questions about Commuter claims through Optum Financial, call the PG&E Benefits Service Center at 1-866-271-8144 Monday–Friday, 7:30 a.m.–5 p.m. Pacific time.
How do I use the Optum Financial app?
Set up your Optum Financial account
To set up your account, log on to your myPlans Connect account and click on the Access Your Health Account link under the Your Health Insurance box. You’ll be able to go straight to your Optum Financial account without creating a username and password.
Alternatively, you can log into OptumFinancial.com or use the Optum Financial mobile app.
Optum Financial won’t know who you are—so you’ll need to register your account the first time you visit Optum Financial outside of myPlans Connect. When accessing your account for the first time, you’ll need to create a HealthSafe ID® username and password. HealthSafe ID adds an extra layer of security to your account by using two-factor authentication.
I lost my pass. How do I get a replacement?
Optum Financial will mail your pass in a plain business envelope, so be careful not to mistake it for junk mail. If it still hasn’t come by the first business day of the benefit month, call the PG&E Benefits Service Center as soon as possible (no later than the third business day of the month) at 1-866-271-8144 Monday–Friday, 7:30 a.m.–5 p.m. Pacific time.
How do I submit a parking claim?
To file a parking claim through Optum Financial, follow the steps below.
- Log into myPlans Connect and click on the Commuter Benefits box.
- Once you’re in the Optum Financial dashboard, click on “Submit Receipt or Claim.”
- Complete the online process by following the step-by-step instructions.
- If you prefer to submit a Reimburse Myself request by fax, email or mail, download and print the form from Forms & Documents.
- If your provider does not provide receipts (e.g., cash meters), follow the instructions to request a payment online.
Note that you if you file a claim using Reimburse Myself, all requests must be submitted within 180 days of payment. Also, you must have an active parking election for the month the expense was incurred.
How do I change or cancel my commuter benefits order?
You can change or cancel your Optum Financial commuter benefits order anytime your needs change, subject to monthly election cut-off deadlines applicable to your transit agency or as required by PG&E. To cancel your order, log into myPlans Connect and click on the Commuter Benefits box. Once you’re on the Optum Financial dashboard, click on Commuter Benefits to update your order. You may also cancel or update your commuter benefits by calling the PG&E Benefits Service Center at 1-866-271-8144 Monday–Friday, 7:30 a.m.–5 p.m. Pacific time.