Module 1
Tool used for callback and follow-up management, case management (notional only), and escalation management.
What is...PASS
you need this to have the HSA plan
HDHP
What is the minimum age a member must be to open and contribute to and HSA?
No minimum age
Who is responsible to monitor total annual contributions
the memeber
my trainers favorite animal is a
turtle
The screen that appears after you select a record from the Search Results screen...
Authentication Page
the screening that uses personal information to be able to open the account
CIP (customer identification program)
_______ accounts are usually requested when someone is eligible for and HSA but is not associated with an employer or health plan.
Independent.
the period of 12 months following the month the IRA funds were transferred to an HSA that the member must remain covered by HDHP is the
Testing period
IRS publication referring to QME's
IRS publication 502
Where a member can access personal account information and use self-service features...
Generally, any expenses to diagnose, treat, cure, or prevent a disease that impairs or affects the body is a....
QME: qualified medical expense
t/f: the process to register as a web user is the same process to open the HSA online.
False:members will first need to register to acces the website before being allowed to open their HSA's
the form a memeber will receive during tax time to report rollover funds and avoid taxation
Form 8889
States that do not recognize HSA contributions as tax-free
new jersey, California, and alabama
When presented with a Security Code Screen members have the option to: ___________, _____________, ____________
email code to their address on file
call and request a security code
switch to answer security question(if already set up)
T/F: The eligibility date is the earliest date for which funds can be sued to cover qme's tax-free.
False: the Establishment date is the earliest date for which funds can be sued to cover qme's tax-free.
Where in BWS are you able to locate information about: the date the welcome kit was mailed, the date the debit card was mailed, the date the checkbook was mailed?
Fulfillment
T/F; the phone system will verbally provide the last 3 transactions on the account after the member has been authenticated
False: the phone system will verbally provide the last 5 transactions on the account after the member has been authenticated
t/f:Wednesday and Thursday this week we have to be in the room at 8:30 for guest trainer
true
Operations Manager is...
Allen Brown
t/f: if a member who is 65 y/o or disabled and uses HSA dollars to cover non-qualified expenses will NOT be subject to income tax and a 20% tax penalty
False: the member will still be subject to ordinary income tax
if a member has difficulty providing identity verification documents, what can they obtain instead? and Where do they get it from
Emergency services letter
Emergency Services letter can be obtained from the US Postal Office, Fire Department, or Police Department
How does a member make changes to the amount they are contributing to the HSA each pay period?
contact their employee service center
t/f: the survey we offer is 5 questions long
true