Update IRA/HSA Transaction Codes

These steps explain how to update IRA/HSA transaction codes for a member account.

  • Following these steps will update the member's transaction history and IRA balance file information.

  1. Launch Tool #918 Update Trans Desc & IRA/HSA Post Codes.

  2. On the Update Trans Description screen, enter the member's account number.

  3. Click the forward arrow.

  4. On the Transaction Process Setup screen, select the account type from the list.

  5. Click Select.

  6. On the next Transaction Process Setup screen, select the transaction that needs updating.

  7. Click IRA/HSA Code.

  8. In the New IRA process code field on the IRA Posting Type Update screen, enter the updated code.

  9. Click Update.

Learn More

Learn more about IRA/HSA transaction codes.