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

Sent:                               Friday, August 14, 2015 10:28 AM

To:                                   Jennifer Harris

Subject:                          Your HealthSavings Employer Portal is Available

 

 

 

 

 

 

Employer Portal

 

Site Link:

Click here

 

Username:

 

Password:

 

Plan ID:

 

File Template:

Download (CSV)

 

Maintain the general formatting provided in the template (e.g., no commas or special characters, etc.); otherwise, you will encounter problems when uploading your file 

 

 

Enroll Employees

 

Site Link:

Click here

 

Username:

 

Password:


                                                 

 

Important Dates

 

Visit our employer transition page for important dates related to our custodial bank conversion.

 

Did You Know?

 

You can save information for more than one bank account in the employer portal.

 

Resources

 

Click here to access helpful educational resources, like infographics, online calculators, IRS guidance and more.

 

Questions?


We're happy to help! Feel free to visit our employer transition page, call (888) 354-0697 or reply to this email. We're available 8:30 a.m. to 5 p.m. EST, Monday - 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 7, 2015

 

Dear Employer,

 

Great news! Access to your new HealthSavings employer portal is now available. To log in, go to https://hsaa.ipx-sys.com/Login.aspx and enter your username and password. (See left sidebar.)

After you log in, we encourage you to set up your profile, change your username and password, and select your security questions and site key. You can access this information under Profile > My Profile.

 

Step 1 > Set Up

                                                

 

Add Your Banking Information


If you would like to contribute online to employee accounts after September 1, first things first - you must set up your banking information. To do this:

1.     Go to Profile > My Profile > Banking Information

2.     Click Add New Banking Profile

3.     Enter your company's account information

4.     Click Save Banking Profile

 

Your banking information will be saved so that you can quickly and easily access your account for group online contributions (GOCs).

 

Step 2 > Redirect New Enrollments

                                                

 

Option 1: Enroll Online

 

Starting today, any new employee whose account will be funded after September 1, 2015 can go to https://hsaa.ipx-sys.com/Login.aspx to enroll. The employee must enter your group-specific username and password (see left sidebar, Enroll Employees) to log in. Employees will log in and set up their accounts, including:

 

  • Setting up their personal username, password, security questions and site key
  • Providing personal information needed to open the account (e.g., name, address, date of birth, Social Security number, etc.)
  • Adding authorized signer(s) and ordering debit card(s), if desired
  • Adding beneficiary designations (one primary beneficiary is required; multiple beneficiaries can be added, if desired)
  • Selecting mutual fund investments
  • Verifying their identity (required; if additional information is needed, the employee will be notified)
  • Signing the account agreement and completing the enrollment

 

Once the enrollment has been completed, the account is ready to be funded.  

 

 

Option 2: Upload an Eligibility File

 

With this option, new employee accounts are opened immediately and ready to be funded (assuming that there are no issues with identity verification). Once the account has been opened, employees may log into their account, set up their personal username, password and other account information. Simply contact us for the file format and list of required/optional information.

 

Option 3: Enroll via Paper Form

 

This option can take longer to process and is not preferred. However, we want to make the option available for those without Internet access or in cases when the eligibility file upload is not used. Simply contact us for the enrollment form.

 

Step 3 > Set Up Post-9/1/15 Contributions

                                                

 

Online > Individual Entry


To enter individual contributions directly into the employer portal (ideal for smaller groups):

1.     Go to Plan Data > Contributions

2.     Create a Schedule Name for the contribution

3.     Select the Frequency for the contribution (e.g., one-time or recurring, such as weekly, monthly, etc.)

4.     Select a Start Date (and End Date, if applicable) -- contributions must be scheduled after our bank conversion on September 1, 2015

5.     Choose your bank account from the Funding Sources menu

6.     Enter the amounts to contribute to each employee's account; you may enter employee pre-tax, wellness, employee after-tax and employer contributions on the same screen

7.     Check the box authorizing us to initiate the transaction

8.     Click Submit

  

After your request has been submitted, we will begin processing your request on the Next Run Date. Funds should be debited from the company's account and distributed to employee accounts by the Next Payment Date. 

 

Online > File Upload


We also offer the ability to upload a payroll file for group contributions (ideal for larger groups). Payroll files must be formatted according to our template and must include your Plan ID. (See left sidebar.)

After your file has been formatted, upload the file using these instructions:

1.     Go to Plan Data > File Upload

2.     For File Type, select Payroll Contributions

3.     Click Browse to locate your file on your computer

Validate
 

4.     For Process Contributions, select "Pre-process contribution - don't create records (Validate only)" to ensure that every employee has been enrolled prior to funding their account (NOTE: If an employee is not enrolled, we cannot accept contributions for him/her)

5.     View the pre-process contribution report(s) under Reports > Job Queue and check for any errors; if errors exist, make corrections before continuing

Upload
 

6.     If there are no errors, return to Plan Data > File Upload

7.     For File Type, select Payroll Contributions

8.     Click Browse to locate your file on your computer

9.     For Process Contributions, select "Process contribution - create records"

10.   Choose the Account Transfer Method (e.g., ACH, wire, etc.)

11.   Choose your bank account from the Funding Sources menu

12.   Check the box authorizing us to initiate the transaction

13.   Click Upload


You will receive notice if the file was uploaded successfully or unsuccessfully.

If successful, we will begin processing your request on the Next Run Date. Funds should be debited from the company's account and distributed to employee accounts by the Next Payment Date.

If unsuccessful, make corrections based on the reason for failure, then try again, or you may contact us for assistance.

 

Send a Wire Transfer or ACH Push

 

If you choose this option, follow the "Contribute Online > File Upload" directions above to validate and upload your contribution file.

 

When you choose your Account Transfer Method, select "Wire."

 

Beside "For Further Credit (FFC)," please include the following:

 

FFC Name: Account holder or plan name
FFC Account Number: Account holder or plan account number
 

After uploading your file successfully, you may send your wire/ACH push to FPS Trust. (Contact us for the bank account information.)

 

When sending money, the amount must equal the total on the contribution file exactly, or the file will be rejected. Funds are distributed into employees' accounts upon receipt.

 

Also, please note -- if your company has sent wire transfers/ACH pushes in the past, you must update the banking information to redirect the contribution to FPS Trust. If you send the funds to HSA Bank, your contribution will be rejected and you may incur fees. 
 

 

Mail a Check


Online ACH and wire transactions can be processed more quickly; however, if you prefer, you can mail a check.

 

If you choose this option, follow the "Contribute Online > File Upload" directions above to validate and upload your contribution file.

 

When you choose your Account Transfer Method, select "Check."

 

After you upload your file successfully, then send your check made payable to "FPS Trust Company" to:


FPS Trust on behalf of HealthSavings
9137 E Mineral Cir, Ste 120
Centennial, CO 80112

 

Please allow up to 10 business days for check processing.

 

 

 


                                             

 

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