From:                              HealthSavings Administrators <customer_service@hsaadministrators.ccsend.com> on behalf of HealthSavings Administrators <notifications@healthsavings.com>

Sent:                               Friday, August 14, 2015 10:09 AM

To:                                   Jennifer Harris

Subject:                          Your HealthSavings Account > Limit Account Activity Aug. 18-31

 

 

 

 

 

 

Important Dates

 

August 18-31

 

Limit check, debit card and online transactions

 

August 20

 

Set up contributions in our existing system before 2 p.m. EST

 

August 21-31

 

Do not send contributions to HealthSavings; please save contributions until after September 1

 

August 26-31

 

Watch the mail for your new, gray debit card

 

Before September 1

 

Download statements, account activity, etc. from your existing online account, as you will no longer have access to the account after September 1

 

 

Login

 

Secure Site:

https://hsaa.ipx-sys.com/Login.aspx

Temporary Username:

Your 9-digit Social Security number (no punctuation)

 

Temporary Password:

Your 8-digit birthdate; MMDDYYYY (no punctuation) 

 

New Benefits

(effective September 1)

 

Lower Fees 

 

> No $2 PIN fee for debit transactions

> No fee for paper statements 

> No increase in annual administrative fee 

> Custodial fee reduced from $0.80 to $0.625 per $1,000 each quarter with no cap

 

One Site, One Login 

 

Securely manage accounts on one site with only one login to remember

 

Less Paperwork 

 

> Enhanced online functionality and reporting 

> Rebalance investments 

> Realign funds 

> Transfer between accounts 

> Set up recurring contributions 

> Download transactions

 

More Ways to Diversify 

 

Choose from as many of our 22 Vanguard® funds as you would like                                                    

 

Questions?


We're happy to help! Feel free to visit our member transition page, view our FAQs, call (888) 354-0697 or reply to this email. We're available 8:30 a.m. to 6 p.m. EST, Monday - Thursday, and 8:30 a.m. to 5 p.m. EST on Friday.

 

Due to a larger than normal call volume, you may experience longer wait times when calling our office. We apologize for any inconvenience. 

 

 

                                                  August 14, 2015

 

Dear Account Holder,

 

This email contains several important reminders related to the HealthSavings' custodial bank transition on September 1.

 

NOTE: If you log into your new account before September 1, you will not see funds in your new account until we automatically transfer your funds as part of the bank conversion on September 1.

 

Limit Account Activity August 18-31


For a smoother transition, please limit your account activity, including check, debit card and online transactions, during the last two weeks of August.

Automatic Contributions From Your Personal Checking or Savings Account(s) Stop on August 21

If you have personal automatic contributions set up in your HSA, your last contribution for August must be set up in our existing online system before 2 p.m. EST on Thursday, August 20 to be processed by Friday, August 21.

Also, if you have contributions set up in your personal checking or savings account that are sent to your HSA, contact your banking institution before August 21 to stop these contributions.

Online Withdrawals Stop on August 21

Online withdrawals will stop on August 21. Remember, if you incur qualified health care expenses during the transition, save your receipts! You may reimburse yourself from your new account starting on September 1.

 

Preview Our New Member Portal

 

At your leisure before August 25 or after September 1, you may set up your new account at https://hsaa.ipx-sys.com/Login.aspx.

To log in, enter your temporary username and temporary password (see left sidebar). For your security, you must change your username and password during your first log in.

For additional information, view our FAQs or watch our video tutorials.

 

Get Help! It's Easy With Our Videos

 

Take a tour of the new member portal and learn how to perform basic account functions with our video tutorials on YouTube! (New videos to be added throughout the year.)

 

 

New Debit Cards Arrive August 26-31


If you currently have a blue HealthSavings debit card, watch the mail for your new, gray debit card, which will be mailed in an unmarked envelope from Richmond, VA during the last week of August.

We will automatically mail debit cards to primary account holders. To order debit card(s) for your authorized signer(s), simply log into your new member portal, set up your authorized signer(s), check the box next to "Yes, I would like a card for my authorized signer" and click save.

 

No Account Access August 26-31


There will be no access to accounts or investments between August 26-31 as we transfer data and update our systems. In addition, we ask that you do not send wire transfers or checks during this timeframe to avoid any complications.

You will regain access to your account after the conversion is completed on September 1. 

 

 


                                             

 

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Health Savings Administrators
| 10800 Midlothian Turnpike, Suite 240 | Richmond | VA | 23235