Employee Personal Page (EPP)

Start a Health Savings Account

1. Select the Health Savings Account component. The Health Savings Account page is displayed. The user’s existing Health Savings Account data (if any) that is stored in the Payroll/Personnel System as of the last effective pay period is displayed.

   

2. Select Self-Service. The Health Savings Account (HSA) Allotment Self-Service Request page is displayed.

   

3. Check the acknowledgment box at the bottom of the page to acknowledge that eligibility is valid. The Start New HSA Allotment button appears.

   

4. Select Start New HSA Allotment to start a new allotment for the Health Savings Account. The Enter Health Savings Account (HSA) Self-Service Request page is displayed.

   

5. Complete the fields as follows:

   Type of Request

   Bank Routing Nbr/Name

   Account Nbr

   Confirm Account Nbr

   Allotment Amount

   Effective Pay Period, Year

6. Select Continue. The Submit Health Savings Account (HSA) Self-Service Request page is displayed.

   OR

   Select Back to return to the Health Savings Account (HSA) Allotment Self-Service Request page.

   

   The fields are as follows:

   Type of Request

   Bank Routing Nbr/Name

   Account Nbr

   Allotment Amount

   Effective Pay Period, Year

7. Select Submit. The Health Savings Account (HSA) Self-Service Request Confirmation page is displayed.

   OR

   Select Back to return to the Enter Health Savings Account (HSA) Self-Service Request page.

   

8. Select Exit. The Health Savings Account (HSA) Allotment Change Request page is displayed.