myHSA FAQ
Everything you need to know about myHSA
By Danielle and 2 others3 authors222 articles
- How to add new or custom WSA items to your company's WSA list
- Understanding the Difference Between Utilization and Bank Rec Reports
- How do I cancel my myHSA account?
- My Employee is going on Leave, how does this affect their account with myHSA
- Introduction to myHSAEverything you need to know if you are new to myHSA
- How to Submit Feedback?Tell us what you think!
- How to Allocate on a plan with Several Distributions in the YearNo matter your distribution schedule - knowing how to Allocate your initial distribution will help you plan out your year.
- What's a "Service Receipt?"
- Stay in the Know: Claim Updates Straight to Your Phone!How to set up notifications for myHSA updates
- What is a "Letter of Medical Necessity"?What is a "Letter of Medical Necessity" and why are you asking me for it?
- What Happens to the myHSA Account After my Tenure with my Company has ended?
- I Forgot my Password!
- How to Make a ClaimA step by step guide to making a claim with myHSA.
- How to Respond to an AdjudicatorIf your claim is pending more information, here is how you can respond to the adjudicator!
- How do I know what is Eligible on my Plan?Understanding Eligibility is the first step to making the most of your benefits!
- My Claim says "PAID" but I don't see it in my accountWhat does it mean if your claim says "PAID" but it doesn't show deposited in my account?
- How To Submit Previous Year Claims
- List of Covered ItemsHere is a list of HSA Covered Items
- What's the Difference between HSA and WSA?Health Spending vs. Wellness Spending - what's the difference?
- What's my Claim Status?Understanding the status of your claim, and when you can expect reimbursement
- myHSA Plan Administrator Reports GuideA guide to all reports for Plan Administrators!
- Are Vaccines Eligible under an HSA?
- Is Dermatology an Eligible myHSA expense?Dermatologists are a recognized medical practitioner - but does that mean everything they do is eligible for reimbursement under an HSA?
- A Step-by-Step Guide to Setting Up Your myHSA Account for the First Time
- I didn't get my Verification Code?
- Are Seasonal Employees eligible to have an HSA?
- Adding Dependents to your Profile
- How do I talk to a Representative?
- Coordinating an HSA with Insurance
- Why are you asking for my Bank Info?
- Understanding BalancesIt’s almost renewal time, and we always get questions about Current, Carryover and Reserve!
- We don't have a Policy Number with myHSA?Policy Numbers, Group numbers etc. We don't have them! Here is why.
- How long until I receive my reimbursement?
- How to Ensure Reimbursement (the first time!)To approve a claim, we need an official service receipt! Here is more information about what that looks like.
- myHSA Advisor Reports GuideEverything about myHSA Reports
- Element of Risk - What does it mean?
- Understanding Fund Distribution Schedules
- Balance Carryover vs. Expense CarryoverA guide for Advisors
- Can Spouses (who are both Employees at the same company) have their own myHSA accounts?
- The Trillium Program and MyHSA
- Can a Sole Proprietor have an HSA?
- Meet your myHSA Client Tab!How to add your clients, manage your clients, and view their employees
- Change from a myHSA to a myFlexplan, it's easy!A step-by-step guide to moving your client to the best plan we offer!
- What is Normalized Income?
- myFlexplan Allocation Guide
- What is the 10% Buffer?
- Should I set up a WSA for a Company Owner/Shareholder?
- How to Change a Plan Limit (for Advisors)
- Sample Bank Rec Report
- Who is "Sage?"Sage is our automated customer service rep. Her name stands for "Spending Account Guidance and Expertise"!
- What is a "Bank Error" notification, and How do I fix it?How to correct your bank information so that we can get your deposit to you asap!
- How do I access my Travel Insurance?Navigating Your Travel Insurance: A User Guide
- METC vs myHSAShould you claim your medical expense using the Medical Expense Tax Credit, or under your Health Spending Account?
- Why NOT to Run an HSA In-House
- Can I backdate a myHSA plan?
- Understanding Taxes on HSA and WSA Claims in Ontario
- What to do if there is a Discrepancy in your Reporting
- When can I Increase a Plan Amount?Understanding the "Element of Risk" in Health Spending Accounts: Guidelines for Mid-Year Changes
- How Advisors Can Split Fees with Referral Partners on myHSA
- How to Add an Employee - A Guide for Plan AdministratorsA Step-by-Step Guide to Adding Employees
- Health Spending Accounts (HSAs) as Survivor Benefits: A Guide for Employers
- How to Terminate an Employee Account in myHSA
- How to Close a Company Account in myHSA: A guide for Advisors
- Understanding Your Balance: Is It Individual or Shared?
- What do I do if my Account has been Locked?
- How to Manage Add-ons for your ClientmyHSA has several Add-on products available to customers. Here is a quick guide to them!
- I'm a new Advisor to myHSA - How do I Set up my First Client?A Step-by-Step Guide to Success for Advisors
- How to Pull Your Claims History on myHSAPulling a PDF or Report of your Claims History
- Why is my Claim Pending?
- What is an "Explanation of Benefits"If you are being asked for an "Explanation of Benefits" or "EOB", what does that mean?
- Why myHSA Doesn’t Offer Direct Billing or a Wallet Card
- Why Don’t I Have the Option to Allocate Anymore?
- What to Do If You Get a 403 Forbidden Error
- I have more than one myHSA login, how do I switch to my other one?
- Can I claim a Receipt that is more than my Available Balance?
- What to do if you get an error "No Balance Available" when you are submitting a Claim
- Understanding Claims for Services by Practicum Practitioners with myHSA
- Can I use Next Years Balance for an Expense from This Year?
- The Employee Experience with myHSA
- Does myHSA offer Short-Term Disability?
- Troubleshooting Login Issues on myHSA: "This Email is not Available"
- Does myHSA distribute T4s for Advisors?
- When will my Plan Renew?
- How to Resend an Employee's Welcome Email
- How do I Receive Reimbursement?
- I don't know what the best category to select is!
- How to Claim for DependentsHow to claim for dependents or your spouse
- How to Maximize your Benefits with myHSA
- What Happens to a Company Balance if They Leave myHSA?
- Can I Reallocate my myFlexplan Funds?
- Can I Add Funds/Money to My HSA Account?
- Build Better Benefits: Your Guide to Setting Up myHSA for Your Team
- What to do if your name on myHSA doesn't match the name on your invoice
- How to Update Your Email Address on Your myHSA Profile
- Adding Plan Administrators to Your Company Account
- The Importance of Signing Plan Administrator Terms and Conditions for myHSA
- How do I get my claim reversed?
- Staying On-Top of your health - Use your myHSA Account for Preventative Health Screenings
- How to Make Your Benefits Inclusive for Gender Affirmation
- Supporting LGBTQ+ Initiatives: How myFlexplan Can Enhance LGBTQ+ Support Programs
- Supporting Indigenous Employees and their Families with myFlexplan
- Claiming WSA Items Purchased Second-Hand
- Why is my Starting Balance less than the Plan Amount?
- What is an HSA?
- Best Practices for Keeping Your myHSA Account Secure
- Understanding the "Hospital Bills" Category Under an HSA
- Maximizing Your Health Spending Account (HSA)
- What to Do if You Receive a Corporate Bank Error Notification Email
- How Do I Use My Reserve Balance?
- How to Claim a Partial Amount on myHSA
- How do I Edit my Bank Info?
- Tips for Plan Administrators: Engaging Employees and Boosting Utilization
- How to Cancel a Claim on myHSA
- Understanding How Reimbursement Works for Claims
- Why Prepayments Are Not Eligible for Reimbursement
- Can I Submit a Claim by Mail?
- What’s the Difference Between an HSA and Regular Insurance?What’s the difference between a health spending account and Insurance?
- A guide to Spending Account Taxes for AdvisorsLets explore Taxation as it relates to WSAs and HSAs!
- What does the Multiple Allowable Category mean?What can you claim under the “Multiple Allowable Expenses” Category?
- The Transferability of Your myHSAIs your myHSA transferable? Let's discuss!
- How Health and Wellness Spending Accounts Complement Traditional Benefits Plans
- How Offering Health and Wellness Spending Accounts Can Set You Apart as an Insurance Advisor
- Setting up a Health and Wellness Spending Account
- How to Educate Small Business Clients About the Value of Health and Wellness Spending Accounts
- Overcoming Common Objections to Health and Wellness Spending Accounts
- Why Wellness Spending Accounts are Essential for Small Businesses
- Are Private Medical Memberships Eligible under an HSA?
- Allstate Comprehensive Critical Illness Insurance with myHSA
- What to Do If You're Having Trouble with MFA Verification
- Why Was My Claim Denied When a Similar Claim Was Approved Before?
- Is it too late to change my Balance Allocation?
- Where Can I Find Marketing Materials?
- The Life Cycle of a ClaimWhat happens after you submit a claim? Lets take a closer look at the process!
- 5 Common Claim Denial Reasons and How to Avoid ThemHas your claim been denied? One of the 5 scenarios below may be the reason why.
- What is the "Billing Code" Field for on the Company Profile?
- Why Do Employees Have to Be Enrolled in a Specific Plan?
- Can Shareholders have an HSA?
- Understanding the Trillium Program and Your HSA
- Does myHSA Have LTD or STD Insurance Offering?
- How to Bring Clients Over from a Previous HSA Provider to myHSA
- Agent of Record (AOR) Process at myHSA
- Are Holding Companies Eligible for an HSA?
- Is it Possible to Prorate an Employee Balance?
- Can I Cash Out myHSA or myWSA?
- What Should I Do with My Unused HSA Funds?
- What Should I Do with My Unused WSA Funds?
- How Do I Carry Over Funds from the Previous Year Into the New Benefit Year?
- How to Resend the Plan Administrator Welcome Email
- I didn't receive my Welcome Email!
- How to Implement a WSA Claim Payout Freeze Over Year-End for your Clients
- How to get your Advisor Deposit Report!
- How (and Why) to Run a Utilization Report in myHSA
- How to Add a Custom Wellness Item to your client's myWSA or myFlexplan
- A Guide to your Allocation Tab
- What is a WSA (Wellness Spending Account)?
- Mythbusting: Upgrading from myHSA to myFlexplan Doesn't Cost More!
- How to Add a New Plan/Class to an Existing Client in Just a Few Steps
- How to Check your Claims History
- Our Multi-Jurisdictional Approach to Practitioner Eligibility
- Why Doesn’t myHSA Have a Call Centre?
- How Plan Administrators and Finance Teams Can Use myHSA Reports with Billing Codes
- How to Change Your Plan Allocation for Next Year: A Step-by-Step Guide
- How Do I Check My Grace Period?
- Why Might One of My Claims Be Pending While Another is Approved?
- Are WSA items bought online based on Purchase date or Delivery Date?
- Are WSA Memberships Based on Purchase Date or Membership Period?
- Introducing Our New and Improved Claim Experience!
- What Happens If I Don’t Allocate My Funds in Time?
- Can I Change My Allocation Later?
- Why Do I Need to Allocate All My Funds Upfront?
- How Much of My Balance Rolls Over, and When Does It Expire?
- When Does the Allocation Window Close?
- How Do "Taxable Benefits" Work?
- Will I Receive a Tax Form for Claims Made?
- Who Do I Contact If I Have Questions?
- Where can I find information about my benefits?
- Why Can’t I Make a Claim During my Allocation Window?
- Can I Reallocate My Carryover?
- Why Can’t I Edit My Employees’ Bank Information?
- Why Can't I Type in a Balance on My Claim?
- Can I use my New Funds for an Expense from Last Year?
- Can I Buy More Than One of the Same Item and Still Claim It?
- What to Do if a Claim is DeniedA step-by-step guide to Approval
- How to Change the Annual Limit for Your Client as of the Last Renewal
- Why Don’t All Classes Appear in the Dropdown When Changing an Employee's Class?
- Allocating Your myFlexplan Funds on a Distribution Schedule
- Understanding myHSA Funding Options
- Why Can’t I Unlock My Employee’s Account?
- Where Can I Get My Clients' Printable Travel Insurance Card?
- Claiming WSA Expenses Across Plan Years
- Understanding the Length of Your Grace Period
- What do I put as the "Service Date" on my claim?
- Does myHSA Send Tax Slips to Employees for Taxable benefits?
- Is a Child in Shared Custody an Eligible Dependent Under an HSA?
- Why Employers Must Class Employees on a Spending Account
- Understanding CRA's Medical Travel Expense Rates: Why They Aren't Always Updated at the Start of the Year
- I Missed My Allocation Window—What Can I Do?
- Reimbursing Your Deductible
- Understanding Eligibility for Medical Devices and Equipment that are not listed on your HSA
- Why myHSA asks for Corporate Bank information - and How we Keep it Safe
- Why Using an Authenticator App Is the Most Secure Way for Advisors to Access myHSA
- Welcome to the New Advisor DashboardWe’ve given the myHSA portal a refresh
- How HSAs and WSAs Can Support Women’s HealthHow flexible benefits like myHSA can help close the gender health gap in the workplace.
- What is Intercom — and How Does myHSA Use It?
- Why Employees Can’t Pay Into Their myHSA (And Why That’s a Good Thing)
- Are Employees with an HSA Eligible for the Canadian Dental Care Plan (CDCP)?What You Need to Know About HSAs and the CDCP
- Bulk Employee ImportsLet our team help with importing 10+ employee accounts using our import spreadsheet!
- What is a WSA Claim Payout Freeze and How to Set it Up (for Plan Admins)
- Carryover Options in Plan DesignOverview of carryover options in myHSA plan design
- Submitting Multiple Receipts in One ClaimBulk multiple receipts into one claim
- How can Plan Administrators access detailed breakdowns of myHSA withdrawals and associated fees?
- What is a myASO plan?
- Why Using an Authenticator App is the Most Secure Way for Plan Administrators to Access myHSA
- Why am I unable to log in to my myHSA account?
- Why Using an Authenticator App is the Most Secure Way for Employees to Access their myHSA Account
- How to Find Your Plan Administrator's Contact InformationLooking to reach out to your Plan Admin? Or have been told to contact them for further assistance?
- How to find Your Advisor's Contact InformationAs a Plan Administrator, your Advisor's contact info can be found in a few simple steps.
- How to Request for a Confirmation of Coverage LetterIf you need confirmation of coverage for yourself and/ or dependents, or confirmation of termination - we got you covered.
- Is a Heart Monitor Eligible under an HSA?
- Understanding Eligibility For Cane or Walkers under HSAAre Cane and Walkers Eligible under an HSA? What's required?
- Included Benefits at a Glance for Plan AdmininstratorsGreat news! Plan Admins can now easily view their company’s add-ons right from their dashboard.
- How To Access Your Employee Plan InformationReview your plan's coverage to make the most of your myHSA benefits!