Funding the Ameriflex HSA Accounts

There are two ways to fund an HSA account.

Written by Aimee Reynard

Updated 4 months ago

Direct Deposit (Employee funded)

An account number will be generated for each member after enrollments are entered and they pass the CIP process.

Complete the following steps:

1. The employer can pull an HSA Account Report and then log into the Client Portal to review the account numbers.

2. The plan administrator should send the unique account numbers and Ameriflex’s routing number (101218856) to their payroll team.

3. Each pay period, the amount that the participant is contributing to their HSA should be deducted from their paycheck and paid out to that Ameriflex routing and account number. Any changes to elections can be made directly with the group’s payroll team.

Note: Participants will receive a 'Welcome' email detailing the steps to learn how to obtain direct deposit slips, how to use their cards, and how to manage their accounts online.

ACH Pull (Employer funds partially or all)

Complete the following steps:

1. Complete the contribution spreadsheet (IH file) and upload the file directly in the client portal when you want to post contributions to an account (view the link for instructions).

You will see a confirmation on the screen when the file is loaded.

If the file has errors, the confirmation window will include the error notes. If the file doesn't have any errors, the funds will be posted to the accounts within 2-3 business days.

Note: You must fill out the contribution spreadsheet every time you wish to post funds.

If neither of the funding options above work for you, reach out to your Client Relationship Manager to discuss additional options to fund the HSA accounts including Electronic Data Interchange (EDI) or Calendar Based or ACH Push.

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