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Module 3 Eligibility; Enrollment; Account Opening

Quiz by Jody McNelis

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14 questions
Show answers
  • Q1
    What minimum age must a member meet to open and contribute to an HSA?
    No minimum age
    Must be at least 21
    Must be at least 18
    Cannot be over 65
    30s
  • Q2
    All of the following criteria must be met to enroll in, open, and contribute to an HSA EXCEPT which one?
    Enrolled in an HDHP
    Not covered by any dental or vision plans
    Not enrolled in Medicare
    Not covered by an FSA or non-HDHP plan
    30s
  • Q3
    Ms. Gleeson recently changed from her HDHP coverage to her company’s PPO plan, and has lost HSA eligibility as a result. In the list below, what is she still allowed to do with her HSA?
    Ms. Gleeson can use remaining funds to pay/reimburse for eligible expenses.
    There is nothing Ms. Gleeson can do with her HSA after losing eligibility.
    Continue contributing to the HSA but only with post-tax dollars.
    Ms. Gleeson can continue contributing money by payroll deduction to the HSA.
    30s
  • Q4
    True or False: Spouses who are both eligible for an HSA can open one joint account in both of their names.
    FALSE
    TRUE
    30s
  • Q5
    When is the Welcome kit sent to a new member?
    After the account has been closed
    After the account is funded
    After enrollment
    After the account has been opened and CIP screening passed
    30s
  • Q6
    What are the ways can a member provide their signature to open an HSA? Choose the most complete answer.
    Returning the Master Signature Card by mail; Completing the electronic signature process on the website; Completing the electronic signature through the Advantage/Advantage Direct process; Calling the BenefitWallet Service Center and completing signature processing over the phone
    Calling the BenefitWallet Service Center and completing signature processing over the phone; Calling the BenefitWallet Service Center and completing signature processing through the IVR; Visiting the employer’s HR department and completing signature processing with them in person
    Calling the BenefitWallet Service Center and completing signature processing through the IVR; Visiting the employer’s HR department and completing signature processing with them in person; Returning the Master Signature Card by mail;
    Visiting a BNY Mellon bank and completing signature processing with a teller; Calling the BenefitWallet Service Center and completing signature processing over the phone
    30s
  • Q7
    If the account was opened with the indicator in BWS of “EWB” it means the member opened the account via which of the following methods?
    By telephone
    Master Signature Card
    BenefitWallet Website
    Advantage/Advantage Direct/Client Hosted Site
    30s
  • Q8
    Which of the below statements is NOT true about the Master Signature Card?
    If you have it on file you will not have to have other forms notarized.
    It can be copied and used by others.
    It is barcoded to match the account number.
    It is personalized to the member.
    30s
  • Q9
    Members who complete signature enrollment electronically on the BenefitWallet website can update all of the following data EXCEPT which one?
    First and Last Name
    Date of birth
    Social Security Number
    Physical address
    30s
  • Q10
    Lance called because he opened his HSA on the website three weeks ago, but has not received anything from us. His account is open and has passed CIP screening. He is going to the doctor next week. What should Lance have received by now, to use his HSA funds?
    A phone call
    A debit card
    A checkbook
    Both a debit card and a checkbook
    30s
  • Q11
    Mr. Hollister called because he is about to turn 65 years old, but is planning to work for the next few years before retiring. Can he continue to contribute to the HSA?
    No, because being eligible for Medicare makes him ineligible for the HSA, even if he does not enroll.
    Yes, as long as he does not enroll in Medicare benefits
    Yes, as long as he does not commence Social Security benefits.
    No, because members cannot contribute to an HSA once they reach 65 years old.
    30s
  • Q12
    How can members change their HSA beneficiary designations?
    By submitting a new Master Signature Card
    By calling the BenefitWallet Service Center
    By visiting thier local BNY Mellon branch
    No beneficiary designations are allowed on HSAs
    30s
  • Q13
    Which individual below is eligible to open an HSA under the Independent enrollment process?
    A 70-year-old retiree with Medicare coverage.
    A self-employed individual with PPO coverage through his spouse’s employer.
    The wife of an employee who covers the family under qualifying HDHP coverage.
    The 18-year-old dependent child of a member who is still claimed as a dependent on the member’s taxes.
    30s
  • Q14
    Ms. Martinez was recently married and needs to change her last name on file. Which document in the list below must she include a copy of, when she completes and returns the request form she downloaded from the website?
    Copy of tax form showing that she filed jointly with her husband
    Copy of any paperwork showing joint ownership, like a mortgage, lease, or loan.
    Copy of passport or driver’s license showing married name
    Copy of marriage certificate
    30s

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