Update IRA/HSA Transaction Codes
These steps explain how to update IRA/HSA transaction codes for a member account.
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Following these steps will update the member's transaction history and IRA balance file information.
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Launch Tool #918 Update Trans Desc & IRA/HSA Post Codes.
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On the Update Trans Description screen, enter the member's account number.
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Click the forward arrow.
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On the Transaction Process Setup screen, select the account type from the list.
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Click Select.
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On the next Transaction Process Setup screen, select the transaction that needs updating.
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Click IRA/HSA Code.
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In the New IRA process code field on the IRA Posting Type Update screen, enter the updated code.
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Click Update.