A guide to navigating your consumer portal, including updating personal information; making contributions, investments, and distributions; and updating bank information.
Change your contribution election amount or submit a new contribution.
Request a distribution paid to you or directly to a provider.
Elect one or more beneficiaries for your account.
Request a replacement or additional debit card. (Standard fees apply.)
Update your contact or personal information. Additional documents may be required to authorize change.
Update who can access information about your account.
Designate or revoke power of attorney over your account.
Designate or revoke power of attorney due to disability.
Request a death distribution for a deceased accountholder. Additional documentation required.
Submit bank information to allow direct deposit directly to and from your account.
Update your payroll election for HSA. Submit this form to your employer rather than to Erisa.