Alegeus
Funding
Customer Experience
HSA Bank
Eligibility
100

Devenir

What is the only investment partner associated with the Alegeus banking option?

100

11 am CT

What is the HSA Bank text file deadline for processing same day?


100

What is the  website domain for Cigna customers to access their HSA and initiate transactions?

100

Client submitted contributions to an ineligible account. Funds were successfully posted. The client would like these funds back.

What is the account adjustment form?

100

90 days

What is the amount of time allowed for a customer to complete the validation process with Alegeus?

200

WCA

What is the name of the platform for Alegeus customers, clients and administrators?

200

Generated for text files submitted through gateway.

What is the return file?

200

Name of bank appearing on documents associated with Alegeus customers.

What is PNC Bank?

200

1Cloud

What is the administrator site for all HSA Bank account activity?

200

24-36 hours

What is the amount of time it takes for enrollment to open a bank account at HSA Bank?

300

The recipient of funds removed from an account that were deposited in error.

Who is the customer?

300

Captures open funding accounts for Alegeus clients.

What is Contribution Manager?

300

$1.50

What is the paper statement fee for Alegeus customers?

300

$2.00

What is the investment paper statement fee?

300

60 days

What is the amount of time allowed for an individual to complete the CIP process at HSA Bank?

400

name of ticketing system at Alegeus

What is Team Support?

400

Pending contributions report

What is reporting provided exclusively by HSA Bank to confirm funds on hold in clearing account pending error resolution?

400

$2.00

What is the monthly investment paper statement fee at HSA Bank?

400

Provides record of all contributions posted to customer accounts.

What is the HSA account detail report (detailed version)?

400

45 days

What is the number of days after eligibility that an Alegeus customer would receive their 2nd letter of notification for CIP failure?

500

Client intake document

What is the request for setup document for new clients using Alegeus (PNC Bank)?

The form should be sent to the Consumer Production Team.

500

The required information for completing a majority of the funding options available at Alegeus.

What is:

- Financial Institution

- Phone

- ACH Routing Number

- Account Number

- Account Type: Checking/ Savings

500

Alegeus client initiated incorrect funding to an open/ eligible account. The funds removed from the account will be sent to_________________

Who is the account holder?

500

211170101/10200861

What is the information required for submitting a wire to HSA Bank for clearing account deposit?

500

90 days

What is the amount of time allowed for a customer to complete the validation process with Alegeus?

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