BN - WED - Enrolled in FSA Medical and HSA

GENERAL DESCRIPTION:

Employees cannot be enrolled in the FSA Medical and be enrolled in a Health Savings Account at the same time. This procedure outlines steps to correct employee records.

PROCESS CONSIDERATIONS:

You may click on the links below to navigate directly to a section:


PROCEDURE STEPS:

1. Check WED report daily to identify the employee(s). Use TE - WED - Workflow Exception Dashboard for additional guidance.
FSAHSA WED
2. A current list of employees who are enrolled in a Health Savings Account (HSA) who are also enrolled in FSA Medical will be displayed.  This list will be refreshed each evening.  (Note:  Empl_ID's that appear as hyperlinks in the list have more than one error.) 

3. Click the 'Check to Claim' checkbox next to the person you wish to work with and your name will appear in the Claimed By section with the date and time noted.

4. Click the FSA_BENEFITS hyperlink for the employee you have claimed

FSA Medical enrollment:
FSA Medical Enrollment


HSA enrollment:

HSA Enrollment

5. Contact the employee to see if they meant to enroll in LPFSA (or meant entry to be in FSA Dependent Care), an FSA application must be received within 30 days of the Qualifying Event (60 days in the event of a birth) to change the coverage.

6. Use an FSA or ADM event to waive FSA Medical enrollment and/or update enrollment to LPFSA or FSA Dependent Care based on timely receipt of application. 

Note* If Contributions YTD already existed for the FSA Medical, you must create a ticket for the UWSC Benefits Team to reconcile account. 

7. If no action is taken on the WED within seven days, the UWSC will create a ticket and notify institution Benefit Administrator of outstanding issue.

8. If issue still exists after 30 days, the UWSC will remove the FSA Medical enrollment.


ADDITIONAL RESOURCES

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