So, your client is thinking about moving from a myHSA to a myFlexplan and the broad scope of benefits it provides. Sure, the myHSA is a great option, but the myFlexplan is super customizable, and the employees can choose how to optimize their benefits in a way that is perfect for them.
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Switching a client from a myHSA plan to a myFlexplan is actually a pretty simple process, especially when you have our help.
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First, you as the advisor would have to actually build the myFlexplan based on the need of your client. This includes setting up the plan limit, the allocation window preferences, and the eligible list of items. If you need any help with building the plan or to understand the above touchpoints, we got you! Just reach out to us on Live Chat in the bottom right-hand corner and ask to speak to a live agent.
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Now, once you have built the myFlexplan, you can email support@getmyhsa.com with the request to move employees onto the new plan. Please include the names of the employees (if not all of them), and the effective date of the move, as well as what you would like done with the employee balances.
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myHSA's support team will reply to you within 1-2 business days to confirm receipt of the request and let you know it's being worked on, as well as ask any follow-up questions if needed. Once they have clarified everything, the request moves in our tech team's hands. They make the switch from the myHSA to the myFlexplan in a matter of moments, and then our support team will take another look over it just to make sure everything looks just right. Once we have double checked that the plan is all good to go, the the Support agent will reach back out to let you know
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It's that easy!
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Want to more about what a myFlexplan is? Check out this article to learn more!
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