Update HSA Balance File Information (1)
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Screen ID: Screen Title: Panel Number: |
UHSA-01 Member HSA File Information 3164 |
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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
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MPORTANT: 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.