If your plan allows you to make claims for dependents, and your Plan Administrator has given you the access required to add them to your profile, you can navigate to the "Settings" tab of your account to do so.
Adding dependents is crucial for claiming their expenses under your HSA plan, as only dependents that have their information entered on your profile can have their eligible expenses reimbursed on the account.
Desktop Computer:
Log into your myHSA account
Go to the Settings tab by selecting the 'gear icon' in the top-right corner
Navigate to the "Dependents" section
Follow the guided steps to input and save your dependents' information
Mobile App:
Open the myHSA app and log into your account
Tap the user icon in the top-right corner
Select 'Dependents' from the menu
Follow the guided steps to input and save your dependents' information
If you come across an error that says "Please contact your Plan Admin", this means that you will need to reach out to your employer in order to add your dependents.
Eligibility:
A dependent that is eligible under an HSA is:
a. ) The employee's spouse by marriage or common-law and/or
b. ) Related to the employee by blood or adoption and living in the same primary residence.
c.) Dependents (not spouses) must be Financially reliant on the employee
There is no age limit on dependents if they fit the above criteria.
Here is a link to the CRA where we reference this information from:
https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/it339r2/archived-meaning-private-health-services-plan-1988-subsequent-taxation-years.html
Check out the below blog if you would like to learn more about dependents!