HSA Plan Configuration Change: Transition from Program to Unrestricted Enrollment & Fast Formula — Cloud Customer Connect
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HSA Plan Configuration Change: Transition from Program to Unrestricted Enrollment & Fast Formula

edited Sep 2, 2025 4:44AM in Benefits 6 comments

Summary:

Hello everyone,

Current: HSA is set as a "Plan in Program" with Post Edit Election Fast Formula (FF) ensuring that HDHP medical plans and HSA enrollments are linked.

New: The customer wants HSA to be an Unrestricted plan, allowing employees to enroll in HSA at any time, with FF validating enrollment as follows:

  1. If an employee has HDHP (Plan in Program) and HSA (Not in Program), no error should appear.
  2. If an employee has any other medical plan (Plan in Program) and tries to enroll in HSA( Not in Program), an error message should appear.

Content (please ensure you mask any confidential information):

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