HSA
What are the different funding methods for HSA accounts?
Direct Deposit, File Based, EDI or Calendar
A (payroll contributions), RI (roll in), RO (roll out), P (prefund), C (claims), TI (transfer in), TO (transfer out) & F (admin fees)
Can clients using Employee Navigator or Ease send IH Files for deposits?
No
What files are needed for a mid year takeover?
Enrollment spreadsheet & transaction (IH) file
What are the different options for ICHRA?
ICH, ICP & PRM (Employer funded only)
What funding method can’t use ACH Push for HSAs?
Calendar
Can the effective date on the file be in the past?
No, if loaded into SPA. Yes if sent via EDI.
Can a HSA be terminated by the IC plan alone? If no, how is it terminated?
No & by IH file
What are the 3 types of takeovers?
Mid-year, End of Year & Internal
What are the different Substantiation options for clients?
Card Swipe Guarantee (FSA and or HRA eligible card transactions are approved and AF will cover any IRS questioned subs.) Option 1 (transactions will need claims and ER will turn off via self service), Option 2 (if transactions are not substantiated AF will suspend card), Option 3 (everything is approved), & Option 4 (specific amounts provided by Employer are the only ones auto substantiated).
HSA Contribution Correction Forms require contribution types, how is this found?
Check transactions on the participants profile to see if it is EmployeE contributions, EmployeR contributions or both.
If you have a file that CX has deemed escalated and shows a plan type of HSA what is the most important thing to look out for?
Is the participant terminated
When does Operations not need to assign a Set Up EDI Action Item to an EDI Support Specialist?
The group is active and showing current EDI files.
Which type requires a 2 week black out period?
All 3 require it to ensure reported amounts are accurate.
What are the statuses you need filter for if a group is moving to Sub Option 3?
Waiting for Documentation, New and Ineligible
How do I check if the participant has enough funds in their HSA to have the HSA Contribution Correction Form completed?
Participants HSA shows enough in available balance and contributions made this year.
What is the difference if you pull a blank transaction file from the HSA tab?
It auto adds employees and their SSNs if they have an active HSA account under the client.
Which vendors do the Operations team focus on when reviewing Flex EDI Errors?
Ease and Employee Navigator
Which type of accounts will not show on an enrollment spreadsheet for an End of Year Takeover?
Payroll funded accounts (CRA, DCA & HRP)
Can an ICHRA be COBRA'd?
Yes but it is on the employer to manually enter the QB if they are truly eligible.
How can I tell if a participants HSA is showing a beneficiary?
HSA account ellipsis “View Beneficiaries” OR Portal Registration on General Tab “View Portal”
Can a group have calendars and send IH files for contributions?
Yes
What reports can be used to identify if a Flex OE file has been received?
Enrollment Confirmation in SPA or Has Review EDI Action Item Type under Amerilytics in Amerimoose.
How many spreadsheets and IH files in total can you possibly have when processing an End of Year Takeover?
4 - Prior year enrollment spreadsheet, prior year IH funding, current enrollment spreadsheet and IH file for rollover funds if applicable.
Can a group offer both an ICHRA and HRA?
Yes but they cannot both be offered to the same class of employees.