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Q 1/14
Score 0
What minimum age must a member meet to open and contribute to an HSA?
30
No minimum age
Must be at least 21
Must be at least 18
Cannot be over 65
Q 2/14
Score 0
All of the following criteria must be met to enroll in, open, and contribute to an HSA
EXCEPT which one?
30
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
14 questions
Q.
What minimum age must a member meet to open and contribute to an HSA?
1
30 sec
Q.
All of the following criteria must be met to enroll in, open, and contribute to an HSA
EXCEPT which one?
2
30 sec
Q.
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?
3
30 sec
Q.
True or False: Spouses who are both eligible for an HSA can open one joint account in both of their names.
4
30 sec
Q.
When is the Welcome kit sent to a new member?
5
30 sec
Q.
What are the ways can a member provide their signature to open an HSA? Choose the most complete answer.
6
30 sec
Q.
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?
7
30 sec
Q.
Which of the below statements is NOT true about the Master Signature Card?
8
30 sec
Q.
Members who complete signature enrollment electronically on the BenefitWallet website can update all of the following data EXCEPT which one?
9
30 sec
Q.
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?
10
30 sec
Q.
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?
11
30 sec
Q.
How can members change their HSA beneficiary designations?
12
30 sec
Q.
Which individual below is eligible to open an HSA under the Independent enrollment
process?
13
30 sec
Q.
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?