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Updated Articles

  1. HSA Statements

    Account Summary Statements are generated and available each month for your HSA. When your account statement is available you will receive a notification by email directing you to view the statement details in your online account .  Once you are...
  2. HSA Tax Documents

    You will be able to access your tax forms for your HSA by logging into your online account Here . You will be able to view and download the forms under the Message Center .  Form 1099-SA will reflect any withdrawals from the account during th...
  3. HSA Expense Tracker

    You may view and manage your expense activity all in one place by using the Expense Tracker.   The Expense Tracker provides you with an easy-to-use consolidated view of expenses for ongoing management of expenses, reimbursements, and card trans...
  4. Adding A Beneficiary To Your HSA

    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 . ...
  5. Logging Into Your HSA

    New User Login Guide . Note, you will only be asked for agreements in the final step if you have an HSA. To access your reimbursement account, go to sentinelgroup.com . Ensure you have "For Individuals" selected in the upper left corner. Click ...
  6. Submitting An HSA Reimbursement Request

    Didn't have your HSA Debit Card? Not a problem. Submit your reimbursement request online. It is quick and easy!  1. Log In Here to access your online account and select Reimburse Myself from the I Want To menu on your home page.   *If you...
  7. HSA Rollover to Sentinel

    Guidelines for rolling funds from an existing HSA   You may choose to rollover assets from an existing HSA to your Sentinel HSA, but it important you understand some of the requirements when rolling assets in from an existing HSA.  A rollover ...
  8. Declined Payments

    Common reasons for a purchase being declined include: There isn’t enough money in your account to completely cover the expense. Please note that if the amount swiped exceeds your available account balance, the transaction will be declined. For e...
  9. Reviewing a Denied Claim

    If a submitted claim is denied you will receive a notification of denial by email directing you to view the details in your online account .  1.  Go to Message Center Once you are logged into your online account select Message Center from your ...
  10. My Financial Journey

    Feeling confident about your finances can make everyday decisions easier—and help you plan for what matters most. My Financial Journey provides you with guided one- on-one support, practical education, and easy to use tools designed to support you a...