Update or View HSA Balance File Information (1)

Screen ID:	UHSA-01
Screen Title:	Member HSA Balance File Information
Panel ID:	3164
Tool Number:	893 (view-only option Tool #1047)
		Click here to magnify

Access this screen by selecting Tool #893: Update HSA Balance Information.

This screen is the first of three screens that allow you to update a HSA balance file information.

Enter an account number of an HSA account and press Enter to move to the second screen. If working with a closed account, enter the closed sequence number (usually 01 unless the account number has been reused

IMPORTANT: There is only one HSA Balance file per membership (MASTER) record, unlike IRA balance file where there is one per IRA plan type.  If a member has multiple HSA savings, checking, and/or certificate accounts, all data feeds into the same HSA balance file.  

For additional information about HSA accounts view the Health Savings Account HSA booklet.