How will account holders access the new Direct Pay HSA functionality? 
What are the necessary steps to create a payment request?
There are five basic steps to creating a payment online using Direct Pay HSA:
- Step #1: Click on the “Direct Pay HSA” tab from the Account Summary page
- Step #2: Click on “Access Direct Pay HSA”
- Step #3: Select “New Transaction” on the Direct Pay HSA home page
- Step #4: Click on “Send a Payment” and complete the payment information
- Step #5: Review and “Submit” the payment request for processing
What information will account holders need to know in order to create a payment using Direct Pay HSA?
- Payment amount
- Issue date
- Payee’s name
- Payee’s address including street address, city, state and ZIP code
Is there a charge to the account holder for creating a payment online using Direct Pay HSA? Account holders do not incur transaction or postage fees with any payments they create using Direct Pay HSA.
What if I have additional questions? The following training materials will be located on the “Direct Pay HSA” tab:
- Direct Pay HSA Frequently Asked Questions
- Direct Pay HSA flyer
- Direct Pay HSA online educational video
|
