Adding a Health Reimbursement Account (HRA)
Rachel Van Marter
14 steps
59 seconds
Myalex
1
Click **Insurance**.
2
Click **Medical**.
3
Click "HSAs and HRAs"
4
Click "HSA or HRA 1"
5
If you don't see an HSA/HRA under the "HSAs and HRAs" tab, you can add one by clicking "+add new".
6
To change how the title of this account will appear along the Builder menu, click "do not want" to change to "want" and give the account a nickname. This will only appear in Builder to help keep your configuration organized and easy to navigate.
7
Enter a "nickname" for the account.
8
Click this dropdown to select that the account is an HRA.
9
Verify all the HRA fields are set correctly. Once the details of the account have been filled in, attach the HRA to the associated medical plan(s).
10
Click "Medical Plans"
11
Click "Tax Advantaged Accounts" under the associated medical plan.
12
Under the **HSA/HRA** header, click "does not" to change to "does".
13
Click "Select Items..."
14
Select the appropriate HRA to add it to the medical plan.
Adding a Health Reimbursement Account (HRA)
Rachel Van Marter
14 steps
59 seconds
Myalex
1
Click **Insurance**.
2
Click **Medical**.
3
Click "HSAs and HRAs"
4
Click "HSA or HRA 1"
5
If you don't see an HSA/HRA under the "HSAs and HRAs" tab, you can add one by clicking "+add new".
6
To change how the title of this account will appear along the Builder menu, click "do not want" to change to "want" and give the account a nickname. This will only appear in Builder to help keep your configuration organized and easy to navigate.
7
Enter a "nickname" for the account.
8
Click this dropdown to select that the account is an HRA.
9
Verify all the HRA fields are set correctly. Once the details of the account have been filled in, attach the HRA to the associated medical plan(s).
10
Click "Medical Plans"
11
Click "Tax Advantaged Accounts" under the associated medical plan.
12
Under the **HSA/HRA** header, click "does not" to change to "does".
13
Click "Select Items..."
14
Select the appropriate HRA to add it to the medical plan.
