Click the "Enhance" button next to any myHSA plan on your Plans page:

A pop-up window will display your current HSA plan details and an overview of what the Enhance to myFlexplan feature will do. Select "Begin Enhance Process" to start the walkthrough:

Review the current HSA plan details. These same details will carry over to the new myFlexplan. The total per year amount shown is the total balance employees will be able to allocate when their allocation window opens. Click "Confirm & Continue":

WSA Plan Details: Select the grace period (if different from the HSA plan) and carryover details. Then click "Confirm & Select WSA Categories" to move to the next step:

Select the WSA categories that employees will be able to submit claims under. The list is fully customizable and you can add or remove any categories your company would like to offer:

As a Plan Admin, you can schedule the myFlexplan to become effective on the next renewal date. The 30-day employee allocation window will open automatically on the effective date. Select when the welcome emails (allocation reminder emails) should go out to employees. We suggest setting the date the plan will be effective as the date the emails go out.

Optionally, rename the new myFlexplan on this window:

Click "Confirm myFlexplan" to save! Your new myFlexplan will be ready on the scheduled date. Welcome emails will go out to employees automatically, and they'll be able to log in and allocate their balance right away. In the meantime, your current HSA will continue to operate as usual.