At myHSA, the Terms and Conditions serve as the foundation of our agreement with each client. This document outlines the responsibilities, expectations, and legal obligations of both parties, ensuring a clear and mutual understanding from the outset. Without this formal agreement, no transactions can take place within the myHSA platform.
How the Process Works
When a Plan Administrator logs into their myHSA account for the first time, they will encounter a pop-up window presenting the Terms and Conditions. This document must be read thoroughly and digitally signed to proceed. This process is straightforward and ensures that the Plan Administrator acknowledges and agrees to the terms set forth by myHSA.
Steps to Activate Your Account
First Login: After you receive the Welcome Email and use it to log in, the Terms and Conditions pop-up will appear.
Review and Sign: The Plan Administrator is required to read through the document and provide a digital signature.
Account Activation: Once signed, the account becomes active. This activation allows the Plan Administrator to send welcome emails to employees, inviting them to the benefits platform.
Access and Notifications
Plan Administrators can access a copy of the signed Terms and Conditions in their resources section at any time for reference. This ensures that the document is always available for review if needed.
Until the Terms and Conditions are signed, the account will display a notification indicating that the plan has not yet been activated. This reminder serves to prompt the Advisor and Plan Administrator to complete this critical step to unlock the full functionality of the myHSA platform.
By ensuring that the Terms and Conditions are signed promptly, Plan Administrators can efficiently manage their benefits plan and provide seamless access to their employees. This step not only solidifies the agreement with myHSA but also sets the stage for a smooth and effective benefits management experience.
Each year after renewal, the Plan Admin will be asked to sign a new copy when they log in for the first time. This will not interrupt the regular use of the plan, it's just to have an updated copy on file each year.
Questions?
Reach out to us by email at support@getmyhsa.com or open a live chat with us!
Below is a sample of the Plan Admin Agreement for your reference