How an HSA Works

  • An HSA is a personal savings account that allows and employee the ability to set aside tax-free dollars for current and future healthcare expenses for them and their dependents.
  • An employee is eligible to enroll in an HSA if they are enrolled in an HSA-eligible high deductible health plan.
  • The HSA is funded by payroll deduction, online banking transfer or a direct contribution.
  • Use the funds to pay for current healthcare expenses, preserve funds for tax-free growth, or invest the funds for long-term savings.

HSA Benefits

  • HSA-eligible health plans typically have lower monthly premiums, giving the employee an opportunity to contribute those savings into an HSA.
  • The HSA stays with the employee, even if the employee leaves the employer.
  • Unlike and FSA, unused funds stay in the account from year to year and earn interest tax-free.
  • Money goes in tax-free, grows tax-free and withdrawals are tax-free if used on eligible items.

Online and Mobile Access

  • View account balance and activity
  • Submit qualified expenses for reimbursement
  • Make contributions
  • Invest and view investment activity
  • View important alerts and communications
  • Find ways to save on prescriptions with the virtual medicine cabinet
  • Search for providers or procedure and drug prices
  • Access a funding calculator to help save for the future

 

Working together.