We're thrilled to hear that your client is joining myHSA! Transitioning from a previous HSA provider is straightforward, and we’re here to support you every step of the way.
Transferring Remaining Balances
If the previous carrier has remaining balances and your client has 10 or more employees, simply use the attached import spreadsheet. Once completed, our support team will take care of loading those balances into each employee’s myHSA account.
For groups with fewer than 10 employees, you can manually add them via your "Employees" tab. In the balance screen, select "manual edit" and input the remaining amounts for each employee from the previous carrier.
Ensuring No Lapse in Coverage
To guarantee continuous coverage for your client, we recommend backdating their myHSA plan to the most recent renewal date of their previous plan. This fits within the backdating guidelines (also attached) because it is to avoid a lapse in coverage when switching carriers. This ensures a smooth transition without any gaps in service.
If you have any questions or need assistance during the process, our team is here to help. Welcome to myHSA!