Click the Enhance button next to any myHSA plan on the client's Plans page:

A pop-up window will display the 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 on the page. 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. 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 the company would like to offer. The list can also be updated at any time by the Advisor or Plan Admin.

Select the effective date for the new myFlexplan. There are two options: Effective immediately, or Effective on the next renewal date. The 30-day employee allocation window will open automatically on the effective date chosen:

Optionally, rename the new myFlexplan in the final window.

Select when welcome emails (allocation reminder emails) should go out to employees. There are two options: Send emails immediately, or Send emails on a future scheduled date.

Click Confirm myFlexplan to save:

If the update is effective immediately, all employees in that class will be transferred onto the new myFlexplan and their allocation windows will open automatically. If welcome emails were set to go out immediately, they will be sent at this point. If the update is scheduled for a future date, the current HSA will continue to operate as usual until then.