HSAs do not require a claim to be submitted for funds spent out-of-pocket for eligible expenses.
Funds can be moved from the HSA to an employee's bank account of choice in order to reimburse themselves for these funds.
Before employees can reimburse themselves, they must add their bank account information for HSA withdrawals using the steps below.
- Log into your Zenefits account
- Select the HSA app.
- Click "Go To HSA Portal"
- Select "My HSA"
- Click on Bill Pay.
- Click Deposit to My Account on File.
- Select the amount and when this should be sent.
- Click Pay.