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WE'VE GOT Covered!2024 BENEFITS ENROLLMENT GUIDE OCT. 12 OCT. 27, 2023WHATS INSIDE What's Not Changing in 2024 What to Consider as You Enroll What's New Next Year HSA and FSA Updates Voluntary Benefits

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How to fill out mid-year hsa changes

01

Log in to your HSA account

02

Find the section for making changes to your account

03

Review the mid-year changes options available

04

Select the changes you want to make, such as updating contribution amounts or investment options

05

Confirm your changes and save any necessary documentation

Who needs mid-year hsa changes?

01

Individuals who have experienced a qualifying event such as a change in employment status, marital status, or dependent status may need to make mid-year HSA changes

02

Those who want to adjust their HSA contributions or investment options based on current financial goals and needs

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What is mid-year hsa changes?

Mid-year hsa changes refer to modifications made to an individual's Health Savings Account (HSA) during the middle of the year.

Who is required to file mid-year hsa changes?

Any individual who wants to make changes to their HSA during the year must file mid-year HSA changes.

How to fill out mid-year hsa changes?

To fill out mid-year HSA changes, individuals can usually do so through their HSA provider's online portal or by submitting a paper form with the necessary information.

What is the purpose of mid-year hsa changes?

The purpose of mid-year HSA changes is to allow individuals to adjust their HSA contributions, withdrawls, or other details to better meet their financial needs.

What information must be reported on mid-year hsa changes?

Information such as changes in HSA contributions, qualified medical expenses, or any other modifications to the account must be reported on mid-year HSA changes.

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