HSA Recurring Contributions

Key Takeaway

Instructions for setting up recurring contributions for participants participating and contributing to a health savings account.

Set Up Recurring Contributions

  1. 1

    Log in to Employer Access.

  2. 2

    Select Set up Contributions, then Set Up New Schedule.

  3. 3

    Next, choose Recurring > select HSA Program for the plan year.

  4. 4

    Choose the recurring HSA contribution schedule, frequency, and whether the schedule has an end date or not. When selecting the start date, please make sure the date lines up with the day of the week chosen.

  5. 5

    Determine if you would like to enter the HSA contributions manually or if you would like to import a file.