Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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Contents of the Manage HSA Plan Year Screen

Use the fields and options to configure the Manage HSA Plan Year screen.

Contents

Field Description
Plan Year

Enter the year for which the HSA data is being created.

Election Type

From the drop-down list, select the election type for the HSA. Valid options are:

  • Single
  • Family
  • Single with Catch-Up
  • Family with Catch-Up
Start Date

Enter, or click to select, the starting date for the plan year.

End Date

Enter, or click to select, the ending date for the plan year.

Employee Maximum

Enter the maximum amount that employees may contribute in a plan year.

Employee Minimum Enter the minimum amount that employees are allowed to elect for the HSA plan year.
Employer Maximum

Enter the maximum amount that the employer may contribute during the plan year.

Deduction

Enter, or click to select, the deduction code that will be used for the HSA account. This will display on the employee's paycheck.