Queues
My balance is below $25.00 and I want to close my account.
What is Zero Dollar Closure queue?
8/27/2020 - 9/02/2020
What is the black out period?
Within 3 business days to process form or CX case
5 business days freeze on account
Within 10 business days for funds via check
Within 3 business days for funds via EFT
What is SLA for Account Closure?
Step one to stop payments
What is specify a reason?
Total monetary amount of the authorization request is more than the monetary amount that is available.
What is Not Enough Avail Money?
Suspicious sign on, password reset emails
What is the Fraud queue?
HSA Bank and HealthEquity
Who will be sending out tax forms for 2020?
SLA is 24 to 48 business hours for mail or fax
What is SLA to send a Proof of Payment to Provider?
Step two for a stop payment.
What is specify the option?
Note: one option, and only one, must be selected
Purse is in a closed status
What is Account Closed?
Wrong Employer listed.
What is the Enrollment queue?
Bank account information, beneficiary information and/or reinvest their investments.
What information will not transfer over?
5 business days for funds to be returned to members account
What is the SLA for ACH Rejects?
Step three of a stop payment.
What is add notes?
TRANS NOT ALLOWED FOR CARD
Lost/unassigned checks.
What is the OPS Check processing queue?
September 3, 2020.
When are the funds from HSA Bank available at HealthEquity?
HealthEquity will place a small deposit into member’s account, usually less than $0.50, within 3 business days.
What is the SLA for EFT Verification?
Step four of a stop payment.
What is specify if you're waiving the fee?
POTENTIAL PURGE
What is zero balance for 12+ Months or no longer having active coverage?
Request/corrections and verification of Balance Booster funds.
What is the Balance Booster queue?
December 31, 2020.
What is the last day a member can transfer their HSA Bank funds without an account closure fee?
1 business day
What is SLA to send a Fax to a member?
Step five of stop payment
What is confirm effective date?
CASH/CASH BACK AMOUNT NOT MET
What is cash back is not permitted?