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Updated Articles

  1. Status of Your Distribution Request

    Once you submit your distribution request, it routes through a few review and processing steps. For transparency, we provide real-time visibility into these activities directly on the Dashboard page of your online account. You will also receive an...
  2. HSA Tax Forms

    All distributions from your HSA plan will be reported to the IRS and you will receive a form 1099-SA showing the total amount taken from the plan within the corresponding tax year. Distributions are exempt from income taxes as long as funds are us...
  3. What happens to my HSA if I leave my employer?

    If you leave your employer, your Health Savings Account (HSA) is still yours. An HSA is employee-owned, portable after leaving an employer, and the money in the account does not expire.  You can continue to use your HSA balance for qualified medi...
  4. Plan Comparison HSA/HRA/FSA

    HSA Health Savings Account HRA Health Reimbursement Arrangement FSA Flexible Spending Account Who is Eligible? An individual who is covered under a qualified HDHP, is not covered by Medicare,   and cannot be c...
  5. HSA/FSA Plan Comparison

    HSA Health Savings Account HRA Health Reimbursement Arrangement FSA Flexible Spending Account Who is Eligible? An individual who is covered under a qualified HDHP, is not covered by Medicare,   and cannot be c...
  6. Making A Non-Payroll Contribution - HSA

    Contributions to your Health Savings Account (HSA) is a great way to set funds aside for current medical expenses while also saving for expenses in the future. An HSA allows you to make contributions to help grow your savings, and if used for elig...
  7. HSA Savings Planning Tools

    We're here to help. A Health Savings Account, or HSA, is a savings vehicle that offers a tax-advantaged way to pay for current or future healthcare expenses. HSA's can be used to pay for eligible medical expenses  as well as deductibles, co-insu...
  8. What is Covered Under My Medical FSA/HSA?

    Eligible medical expenses are those incurred primarily to alleviate or prevent a physical or mental defect or illness. They do not include expenses that are merely beneficial to general health. Qualified medical expenses are designated by the IRS....
  9. What is Covered Under My Medical FSA/HSA?

    Eligible medical expenses are those incurred primarily to alleviate or prevent a physical or mental defect or illness. They do not include expenses that are merely beneficial to general health. Qualified medical expenses are designated by the IRS....
  10. Taking A Distribution From HSA

    The most common way to receive funds from your HSA is to submit an HSA Transaction for qualified expenses. You can do this through your online account or by using the HSA Debit Card. For information and instructions on submitting an HSA Transactio...