As a Plan Administrator, you'll get a Withdrawal Statement by email any time claims are set to pay out from your company account. This happens on Mondays, Wednesdays, and Fridays.
The Withdrawal Statement is a PDF summary of the withdrawal transaction. You also have access to a more detailed version of this statement directly from your Plan Admin portal. This detailed report is called the "Bank Rec Report" and it provides a full breakdown of the transaction, including claim amounts, admin fees, and taxes.
To run the Bank Rec Report from your Plan Admin portal:
Navigate to the Reports tab.
Select Client Reports from the Report Category dropdown menu, and then select Bank Rec Report from the Report Type dropdown menu.
You can select a specific date or a wide date range.
Click Go!
Questions? Reach out to our Support team via live chat or at support@getmyhsa.com