Adding a Health Savings Account (HSA)

Rachel Van Marter
16 steps
2 minutes

Click on **Insurance** along the menu.

Click **Medical**.

Click "HSAs and HRAs".

Click "HSA or HRA 1".

If you don't see an HSA/HRA under the "HSAs and HRAs" tab, you can add one by clicking "+add new".

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 stay organized and easy to navigate.

Click this dropdown to select that the account is an HSA.

Select the HSA vendor and verify fields are set correctly.

If the employer contributes to the account, add those amounts under the Employer Contribution tiers.

If the employer does not make a contribution to the account, click to change to "The employer **does not** contribute to this account".

Once you've filled in the HSA details, add it to the associated medical plan(s).

Click "Medical Plans"

Click "Tax Advantaged Accounts" under the associated medical plan.

Under the **HSA/HRA** header, click "does not" to change to "does".

Click "Select Items..."

Select the appropriate HSA to add it to the medical plan.