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PEBP Pay CenterHRA & HSA Transition:Updates for PY23April 27, 2022 2022 HSA Bank. HSA Bank is a division of Webster Bank, N.A., Member FDIC. 2019 HSA Bank. HSA Bank is a Division of Webster Bank, N.A., Member FDIC. Plan Administrative Services and Benefit Services are administered by Webster Servicing LLC.1
Meet the TeamHSA Bank PresentersBenefits ConsultantRyan ZaarVP, Marketing Innovation& Partnerships . .Candice HamiltonPEBP Support TeamRuth PedroniSenior Account Executiverpedroni@hsabank.comRachel LinnSenior Client Service Managerrlinn@hsabank.comClient Assistance CenterPEBP Employee Support1-833-228-93642
Today’s agenda New HRA & HSA partner – HSA Bank What you need to know Employee communication & resources Frequently asked questions3
Effective July 1, 2022HSA Bank is the newnon-Medicare HRA &HSA Partner for PY23HSA HRA4
What you need to knowo Agency Payroll Representatives should have receivedoutreach from HSA Bank called “HSA Bank Welcomeand Next Steps.”o If you have not received or not elected youragency contribution method, please contact:Jayme Eiker (HSA Bank) jeiker@hsabank.como May 4, 2022: Employee Resource Centerhsabank.com/NVPEBP goes live.o Late June 2022: Employees receive new HSA Bankdebit card and welcome kit.o July 1, 2022: PY23 contributions deposit to new HSABank accounts. (No contributions to HealthSCOPEaccounts after this date). Employees can access HSABank account via Member Website and Mobile App.5
Special considerations for HSAo May 4 – July 31, 2022: HSA E-Consent Transfer Site activeo Employees MUST agree to a transfer of HSA assets via EConsent to avoid potential monthly maintenance fees fromHealthSCOPE.o August 15, 2022: Blackout period starts for HealthSCOPE HSA.o August 30, 2022: HSA balance transfer complete and employeesreceive confirmation email.6
Special considerations for Non-Medicare HRAo July 1, 2022: All PY23 claim submissions can start via HSA Bank.o Employees can’t use their new HSA Bank Debit Card to pay for PY22expenses.o July 15, 2022: HRA balance transferred from HealthSCOPE to HSA Bank.o July 1 – 17, 2022: Blackout period for all PY22 claim not previouslysubmitted to HealthSCOPE.o July 18, 2022: HSA Bank will take over administration of all PY22 claimnot previously filed with HealthSCOPE.7
EmployeeCommunicationsand Resources8
HRA/HSA Transition Communication Timeline and ResourcesEmployee Resource CenterHSA BankAnnouncementin PEBP OECommunicationsHSA TransferCommunicationsWhat HappensNext – HRA/HSAHSA InvestmentCommunicationsTransition FAQsTransferCompletehsabank.com/NVPEBPLive on May 4, 2022 2022 HSA Bank. HSA Bank is a Division of Webster Bank, N.A., Member FDIC. 9
HSA Bank E-Consent Microsite – (HSA Only) Who can consent to move a previous HSA balance? Active PEBP employees and Retirees who currently have an existing HSA balance. When can an employee access the E-Consent microsite to transfer their HSA balance? The E-consent is available on May 4, 2022. The last day to complete the E-Consent is July 31, 2022. How can an employee access E-Consent? Employees can access the E-Consent link through E-PEBP Portal, hsabank.com/NVPEBP or MicrositeLink. Employees will need to use PEBP specific access code: 9HTP4Y What Information do employees need to provide on E-Consent site? PEBP code 9HTP4Y, Name, SSN and click the button consenting to move their account balance. 2022 HSA Bank. HSA Bank is a Division of Webster Bank, N.A., Member FDIC. 10
HSA Bank E-Consent Microsite – Demo 2022 HSA Bank. HSA Bank is a Division of Webster Bank, N.A., Member FDIC. 11
HSA Bank E-Consent Microsite – Demo 2022 HSA Bank. HSA Bank is a Division of Webster Bank, N.A., Member FDIC. 12
Keep an eye out for An email from PEBP whichcontains a copy of this deck, a linkto the webinar recording, andinformation on the resourcecenter, hsabank.com/NVPEBPFuture emails from PEBPspecifically on E-Consent13
FrequentlyAskedQuestions 2022 HSA Bank. HSA Bank is a division of Webster Bank, N.A., Member FDIC.14 2019 HSA Bank. HSA Bank is a Division of Webster Bank, N.A., Member FDIC.
Thank you!HSA Contributions:Jayme Eikerjeiker@hsabank.comAR Support:Rachel Linnrlinn@hsabank.comEmployee Support:1-833-228-9364 2022 HSA Bank. HSA Bank is a division of Webster Bank, N.A., Member FDIC.15 2019 HSA Bank. HSA Bank is a Division of Webster Bank, N.A., Member FDIC.
Employee Frequently Asked QuestionsHSA Bank Consent (HSA) When is the last day that employees can transfer their HSA from HealthSCOPE to HSA Bank without anyfees? July 31, 2022 If employees have a previous HSA in PY22 or earlier, but have a different health plan in PY23, can theystill transfer my HealthSCOPE HSA to HSA Bank? Yes. Employees can transfer their previous HSA if they are active employees. What happens if an employee misses the July 31, 2022 deadline to transfer, but still would like to transfertheir account to HSA Bank? They would need to complete a paper transfer form that could take 4-6 weeks to process. If employees consent to move their HealthSCOPE HSA, will their HealthSCOPE HSA close automatically? Yes 2022 HSA Bank. HSA Bank is a Division of Webster Bank, N.A., Member FDIC. 16
Employee Frequently Asked QuestionsWelcome Kit and Debit Card When will employees receive the HSA Bank welcome kit and new debit card? Employees will receive both a welcome kit and HSA Bank Debit Card in late June. They arrive inseparate envelopes.HealthSCOPE Investors Only Do previous HealthSCOPE investment selections transfer to HSA Bank? No, previous HealthSCOPE fund selections and allocations don’t transfer to HSA Bank. Do employees need to go into their investment account and sell/liquidate any of the investmentselections? Not necessary. If an employee has consented to move their HSA to HSA Bank, HealthSCOPE willliquidate their investments on their behalf after August 10, 2022. If employees would like to liquidatetheir investments in advance, they need to liquidate before end of day 9:59 pm PST on August 9, 2022. 2022 HSA Bank. HSA Bank is a Division of Webster Bank, N.A., Member FDIC. 17
Key Dates for Employees to Know for HSAsMay 4, 2022E-Consent Microsite opens for employees to approve or decline the transfer of their HealthSCOPE HSA balance to HSA Bank.Late June 2022HSA Bank welcome kit and debit card to be mailed to employee’s home address.July 1, 2022 and afterAll HSA employer and payroll contributions for PY 2023 will be applied to their HSA Bank HSA.July 31, 2022E-Consent window to approve or decline the transfer of HealthSCOPE HSA balance to HSA Bank will close.August 9, 2022Last day if employees have elected to move their existing HSA to HSA Bank to liquidate investments (if any) in theirHealthSCOPE HSA.August 10, 2022Forced liquidation at HealthSCOPE if employees have elected to move their existing HSA to HSA Bank, but have not sold theirinvestments.August 15, 2022If employees are transferring their HealthSCOPE HSA to HSA Bank, their existing HealthSCOPE debit card and their accountbalance with HealthSCOPE will be in a blackout period starting on August 15, 2022. However, any new contributions in theirHSA Bank account starting in July will be available during this period.August 26, 2022Employee’s previous HealthSCOPE HSA balance is in the process of being transferred to HSA Bank.August 30, 2022Employee’s HSA balance transferred from HealthSCOPE will be available in HSA Bank account on or before the end of the day. 2022 HSA Bank. HSA Bank is a Division of Webster Bank, N.A., Member FDIC. 18
Key Dates for Employees to Know for HRAsLate June 2022HSA Bank welcome kit and debit card to be mailed to employee’s home address.June 30, 2022Last day to file claims to HealthSCOPE PY 2022.July 1, 2022 and afterAll new plan year HRA contributions will be applied to employee’s account with HSA Bank and canreimburse any PY 2023 claims with HSA Bank.July 1, 2022 – July 17, 2022Starting on July 1, 2022 there is a blackout period to pay any PY 2022 claimsJuly 15, 2022HRA balance transferred from HealthSCOPE to HSA Bank.July 18, 2022From this date forward, all PY 2022 claims can be filed to HSA Bank for reimbursement that were notpreviously filed with HealthSCOPE. 2022 HSA Bank. HSA Bank is a Division of Webster Bank, N.A., Member FDIC. 19
Additional Questions What resources are available to employees?Employee Portal, Mobile App, DedicatedMember Services & Employee ResourceCenter Check balances and account activityMake an HSA or HRA transactionOrder additional debit cards at no feeSubstantiate claimsSetup email & text notificationsAccess FAQ, resources and helpful videosEmployee Support: 1-833-228-9364Dedicated employee resource centerhsabank.com/NVPEBP) (live on May 4,2022) 2022 HSA Bank. HSA Bank is a Division of Webster Bank, N.A., Member FDIC. 20
7 Special considerations for Non-Medicare HRA o July 1, 2022: All PY23 claim submissions can start via HSA Bank. o Employees can't use their new HSA ank Debit ard to pay for PY22 expenses. o July 15, 2022: HRA balance transferred from HealthSCOPE to HSA Bank. o July 1 -17, 2022: Blackout period for all PY22 claim not previously submitted to HealthSCOPE.
