Devenir
What is the only investment partner associated with the Alegeus banking option?
11 am CT
What is the HSA Bank text file deadline for processing same day?
What is the website domain for Cigna customers to access their HSA and initiate transactions?
Client submitted contributions to an ineligible account. Funds were successfully posted. The client would like these funds back.
What is the account adjustment form?
90 days
What is the amount of time allowed for a customer to complete the validation process with Alegeus?
WCA
What is the name of the platform for Alegeus customers, clients and administrators?
Generated for text files submitted through gateway.
What is the return file?
Name of bank appearing on documents associated with Alegeus customers.
What is PNC Bank?
1Cloud
What is the administrator site for all HSA Bank account activity?
24-36 hours
What is the amount of time it takes for enrollment to open a bank account at HSA Bank?
The recipient of funds removed from an account that were deposited in error.
Who is the customer?
Captures open funding accounts for Alegeus clients.
What is Contribution Manager?
$1.50
What is the paper statement fee for Alegeus customers?
$2.00
What is the investment paper statement fee?
60 days
What is the amount of time allowed for an individual to complete the CIP process at HSA Bank?
name of ticketing system at Alegeus
What is Team Support?
Pending contributions report
What is reporting provided exclusively by HSA Bank to confirm funds on hold in clearing account pending error resolution?
$2.00
What is the monthly investment paper statement fee at HSA Bank?
Provides record of all contributions posted to customer accounts.
What is the HSA account detail report (detailed version)?
45 days
What is the number of days after eligibility that an Alegeus customer would receive their 2nd letter of notification for CIP failure?
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.
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
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?
211170101/10200861
What is the information required for submitting a wire to HSA Bank for clearing account deposit?
90 days
What is the amount of time allowed for a customer to complete the validation process with Alegeus?