Add a Trust as an HSA Beneficiary in Participant Portal

Participants now have the ability to add a Trust as an HSA Beneficiary for their Health Savings Account.
Written by Taylor Byas
Updated 2 weeks ago

To add a trust as an HSA Beneficiary for your Health Savings Account, follow these instructions: 

1. Log in to your Ameriflex portal

2. From the homepage, click the More tab at the top of the screen. From the drop-down, select Beneficiaries.

4. Select which Beneficiary type you would like to add, such as Primary or Contingent.

5. Once you select the Beneficiary type, a pop-up box will appear for you to enter the Beneficiary information. Under the Relationship box, select the drop-down and click Trust.

6. Fill out the remaining information and click Save

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