Accounting: Needs help finding an enrollment to post funds received

Created by Caleb Welty, Modified on Mon, 30 Jan, 2023 at 10:00 AM by Caleb Welty

Work with IT or Broker to determine if the person we have received payroll contributions for has elected and HSA, and where their enrollment data is. Let client know if the employee did not elect an HSA. If they did elect an HSA, obtain enrollment data, process enrollment data, then let Accounting know the account has been opened.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article