What is the HSA enrollment completion report?

This report shows the current application status for employees enrolled in a Health Savings Account. This report helps to identify employees who have not yet completed the application process, and therefore have not yet had their Health Savings Accounts fully opened.

What to know

Once an employee has elected into a Health Savings Account and been enrolled through Benepass, they'll need to complete an application to open an account with our banking partner.

Employees who have completed this application and had their account opened will have the status "complete."

If an employee has not started the application, if their application is pending, or if their application requires additional documents, their enrollment status will be "incomplete."

Employees with an incomplete status are regularly notified and reminded via email to complete their enrollment application.

How to navigate the HSA enrollment completion report

As this report only provides the most recent status for an employee, filtering by date or other attributes is not available. 

This report can be exported to a .csv file.