Types
Name all the types of TAdAs we offer
HSA
FSA
DCFSA
Commuter
Who can enroll in a TAdA?
Any employee eligible to participate in health benefits
Where can an EE submit a claim?
Gusto Benefit Card Manager (GBCM)
What initiates the creation of an employee's TAdA debit card?
Enrollment in a TAdA
What does tax-advantaged mean for these benefits?
These benefits allow the employee to use pre-tax funds for purchases and manual claims.
List the 4 types of eligible purchases an employee can use their HSA funds for?
Note: HSAStore is not one of the types
Medical, Dental, Vision, Pharmacy
In order to enroll in an HSA, you must also be enrolled in a _____.
High-Deductible Health Plan (HDHP)
Why would an employee need to submit a claim?
An employee has purchased an item or service out of pocket and would like to be reimbursed from the funds in their TAdA.
What does card-post mean next to a transaction in Alegeus?
EE swiped their card, it was authorized and posted to their account
What happens to an HSA when the EE is terminated?
It will be converted into an individual account
If someone used $200 from their transit account, how much is left for the month?
$80
2 types of people who are not eligible to enroll in a TAda?
Owners taking owner’s draws and 2% or greater shareholders of an S-corporation
What is needed for a commuter transit transaction before you submit a claim?
a denied card swipe
Why would an EE receive a FSA denied transaction after trying to use their card at a store like Walgreens?
Walgreens sells many things, some items that are approved and some that are not.
FSA vs LPFSA: what can they be used on?
FSA: eligible medical, dental, vision and pharmacy expenses
LPFSA: eligible vision and dental expenses
Why would an employee be defaulted to an LPFSA when they enroll in their company's FSA?
You or your spouse contribute to an HSA during your FSA's policy year
What day of the month does an employee have until to change their HSA contribution amount for the following month?
20th of the month to go into effect for the following month
If your company offers an FSA, DCFSA or Commuter benefit through Gusto, we'll email a _____ report to the benefits administrator on the first of every month.
Disbursement Report
Name the 5 steps to see an EE's ineligible transaction?
Log into Alegeus
Search for EE
Click on history
Adjust the search/service dates
Look for "Ineligible" under transaction status
What tab in Alegeus do you look under to see why a transaction was denied?
Merchant/Authorization Response