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You may designate a beneficiary(s) for your Health Savings Account. The designated beneficiary(s) will receive your HSA assets in the event of your death. Updating your beneficiary information can be done quickly through your online account. Log In...
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If you’ve lost your job, or are changing jobs, you may be wondering what to do with your retirement account. To help you make the best decision for you, we have provided a summary of advantages and disadvantages for each option to help you think a...
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IRS Plan Maximums - 2025 401(k) - Pre-Tax & Roth - $23,500. Plan participants are eligible to contribute up to the IRS maximum. This total includes both Roth and Pre-Tax amounts. Once you reach a total of $23,500 in contributions you may no...
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Last Updated: 03/28/2019
in FSA/HRA/HSA FAQ's If your plan does not offer a grace period your funds may rollover to the next plan year. This provision will be part of the plan rules established by your employer. The Rollover option lets you roll over up to $500 remaining in your account fr...
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A prospectus is a document that is required by and filed with the Securities and Exchange Commission (SEC). A prospectus is issued to provide information about an investment and informs investors or potential investors about the risks involved with ...
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Last Updated: 03/28/2019
in FSA/HRA/HSA FAQ's A grace period is a timeframe in the new plan year during which you can incur new expenses and file claims. This timeframe, established by your employer, is up to 2½ months after the end of the plan year. If your plan year ends on December 31, and...
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You will be able to access your tax forms for your HSA account by logging into your online account Here . You will be able to view and download the forms under "Message Center". Form 1099-SA will reflect any withdrawals from the account during...
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Show Me How to Realign to New Elections To manage your investments or contributions, choose Manage Investments from the Manage My Account menu. From here you can update your future investment elections by selecting Change Elections , you...
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Last Updated: 12/29/2020
in FSA/HRA/HSA Medical FSA “Stockpiling” of OTC medications is not permitted, and expenses resulting from stockpiling are not reimbursable (i.e., there must be a reasonable expectation that such items can be used during the plan year). A product you’re purchasing should be fo...
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If your plan requires the claim form/application in addition to your online submission in order to process your claim you will receive this request. Fitness - Claim can be submitted through online account. On the Home page, go to the I Want To...