An HSA is an individually owned Health Savings Account. The account is a tax-exempt account that is managed by a trustee (bank, credit union, or insurance company) that facilitates the payment or reimbursement of qualified expenses.

SelfcareHSA debit card will be mailed within 8 days of an account opening. If they have not registered through the online employee portal by the account opening date, they will receive their account disclosures by mail.

Through your online company admin portal within the contribution option you will find a contribution template. Complete the template and upload the file, SelfcareHSA will do the rest. Your employees will see their contributions within 3 business days.

Yes. You will have a full list of forms within your online company admin portal that you will be able to provide your employees. You are always welcome to email or call with general questions, 866-472-7353 or [email protected]. (Please do not send confidential information via email)

If you need assistance, contact SelfcareHSA by phone at 866-472-7353 or email us at [email protected]. Please do not use this email to send confidential information. If you need to send confidential information, please contact us by phone to get a secure email setup.

Account holders can update their contact information from the web or mobile app. Certain account information like a name change require the client to complete the Profile Change Request form. Contact us if you need assistance at 866-472-7353 or [email protected] (Do not send confidential information via email).

Daily limits are applied to the amount of contributions being processed in a given day and are based on company specific factors. The limits will be displayed in your company profile so that you are aware and can request changes.

Yes. Employee contributions will post separately from employer contributions with corresponding description.

Enrollment typically processes within one business day.

Currently, contributions will be initiated by a contribution file upload within the company admin portal.

Complete employee enrollment through your company admin online portal by completing and uploading the template provided. SelfcareHSA will typically open new HSA accounts within one business day of upload.

Once the employer onboarding process is complete and you are comfortable with the testing environment, you will be able to upload employees to open new SelfcareHSA accounts. Once the accounts are created, you will be able to process contributions.

Enrollment typically processes within one business day.

Within 8 business days of an account opening, sooner if an account holder completes the registration process through their employee online portal or from SelfcareHSA mobile app.

An account for an employee that has not passed the identity verification process will be opened. However, the employee will have 30 days to provide verifying documentation. If the employee fails to provide the requested information SelfcareHSA will close the account and send any funds that may have been contributed, to the address we have on file for the employee. Additional requirements or conditions may apply.

Yes. The contribution template will require a full SSN to process contributions.

We consider an account opened on the effective date of the eligible account holder’s covered plan.

Sunwest Bank is custodian for SelfcareHSA. The routing number is 122228003.