FAQs About Managing HSAs Through Zenefits

For Avidia Bank, you can check your available HSA funds by clicking the Health Savings Account app on your Zenefits dashboard. Your current HSA  balance will be displayed under Benefits Summary.

If you no longer want to contribute to your HSA, but you want to keep your account open and continue using any remaining funds, follow these steps:

  1. Click on the Health Savings Account app on your dashboard.
  2. Click the Change Contribution button near the top of the page.
  3. Enter $0 as your contribution amount, then click Save Changes.

If you want to close your HSA, follow the steps above, then contact support to request that your account is closed.

 

If you lose your Zenefits Card and you have an HSA with Avidia, you can order a new one through the Health Savings Account app.

  1. Click on the Health Savings Account app on your dashboard.
  2. On the right side of the page, under Your Zenefits Card, click Replace it.
  3. Make sure your home address is up to date. If it's not, click I need to update my home address and enter your current address.
  4. Click Send Me a New Card.

Please allow 10-15 days for your new card to arrive.

Employees can change their monthly HSA contribution at any time from their Health Savings Account app. To change your contribution, follow these steps:

  1. Click on the Health Savings Account app on your dashboard.
  2. Click the Change Contribution button near the top of the page.
  3. Enter your new monthly contribution amount, then click Save Changes.

 

You can find the account number for an HSA with Avidia bank in the Zenefits Flex Benefits portal. You will be able to access the portal by clicking on the Health Savings Account app and clicking on the Go to Avidia Bank button.  

To find your full HSA account number in the Flex Benefits portal, hover over the eye icon eye icon next to the Health Savings Account on your Accounts page.

You should receive your Zenefits Card within 10-15 business days after completing enrollment in a new HSA. If you don't receive the card within that period, you can order a new one in Zenefits.

Keep in mind that once you order a new Zenefits Card, the current card will be deactivated. If it arrives, it won't be usable. You'll have to wait for the new one to arrive.

What is CIP testing?
Customer Identification Program, or CIP, testing is a United States requirement, where financial institutions need to verify the identity of an employee wishing to conduct financial transactions. Generally, CIPs are looking for name, date of birth, address, and identification number (this information can sometimes be outdated, causing a failure).

What if I fail CIP testing? 
If an applicant fail CIP, they will be given a URL and unique access code to a DocuSign form where they can go online to upload documentation and validate their identity.

Who performs the CIP testing? 
Avidia works with a third party program to perform the testing. 

What should I do if Avidia contacted me about CIP testing? 
Reach out to Avidia to discuss your CIP test results.

 
Avidia Bank : 1-855-472-9399



We are not able to schedule contributions to the employee's HSA until they verify the information.

There is no HSA renewal flow required. Because you can change the amount that is contributed to an HSA at any time, there is no need to have a formalized open enrollment. The HSA account will remain active until it is proactively cancelled by an admin of the group.

Once an employee or employer HSA is cancelled from Zenefits, each enrollee’s HSA will become a direct to provider retail account. You can keep this account open and use your HSA funds directly or you can transfer to another HSA provider. This is entirely up to each individual HSA enrollee. There is a $25  fee to transfer HSA funds from Avidia retail accounts to another provider.

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