Bloomington Public Schools - District #271

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Health Savings Accounts (HSAs)

HealthEquity, Inc.

Health Equity has identified an increase in phishing and fraud attempts with member accounts. After extensive forensic investigation and identification of activity patterns, they are confident that HealthEquity's systems have not been breached. They have determined that fraudsters are obtaining personal information from other illicit sources to compromise accounts.  Please see the FAQ for more information.

Eligibility

IRS Limits

Hardship HSA

2015 Taxes

HSA Member Guide

This informative how-to booklet will answer questions starting with the basics of HSAs and including the mobile app, qualified expenses and investing.

Information

HR Communicates: Retirement - Severance and HSA

If you are planning to retire in 2017 and qualify for severance per your contract, this FAQ contains important information for you.

Beneficiary Designation

Although a beneficiary is not required on your HSA account, it is a good idea to have a beneficiary designated. Without a beneficiary, the money will not disappear, but will be left to the control of your estate and may not be easily accessed by family members. You can designate primary and contingent beneficiaries by logging into your HSA account. Go to the "My Profile" tab and choose the "Beneficiary Information" section. Follow the directions to add beneficiaries to your account. If you wish to use a paper form, download the form and fax or mail it to Health Equity as indicated on the form.

HR Communicates Archives: HSA Tips

The District published information in 2008-09 regarding HSAs. See the HR Communicates archives.