The HSAToday® Solution For Individuals & Families
With insurance premiums rising every year, it’s no wonder that more and more people are looking to Health Savings Accounts as a way to save money. But the rules and regulations involved can be intimidating. Wouldn’t it be nice if someone could walk you through all the confusing details?
With HSAToday®, you will get something that you can’t find anywhere else …
A Personal HSA Assistant
HSAToday® has Plan Service Providers (PSPs) all across the nation who are licensed to offer services that other solution providers can’t – or won’t – provide.
These licensed PSPs are committed to the concept of service-driven benefit administration. You get more than just a bank account and a checkbook. You get a personal HSA assistant who can help you through all stages of setting up and managing your HSA. In other words, you form a relationship that can last a lifetime.
Here are a few of the services a PSP can provide:
- Plan Eligibility Certification Services so you know your health plan is HSA-qualified
- Personal Enrollment Services for help setting up your HSA
- Contribution Reconciliation to make sure you don't exceed contribution limits, which could result in penalties
- Online Access where you can view your account balance, make contributions, request disbursements, select investment options, and much more
- The Claims VaultSM to store your claims online for later use (for example, to delay disbursement and build your account balance with interest, or for use in the event of an IRS audit)
- Claims Certification to give you piece of mind that your claims meet IRS requirements for tax-free status
- Electronic Funds Transfers for easy contributions and disbursements from your HSA
- Debit Card for access to your HSA funds with the swipe of a card
- Tax Form Assistance so you know you're in compliance with IRS rules and regulations
