How Do I Upload a Transaction to My Optum Hsa Account
Business relationship Help – Contact Details, Claim Forms, and FAQs 2021-08-02T11:38:44-04:00
Production FAQs
Answers to common questions almost Optum Financial solutions, eligible expenses, tax information, contribution limits, and more.
Log In FAQs
When you sign in to Optum Fiscal for the showtime time, you lot will come across a HealthSafe ID registration page. Just follow the piece of cake on-screen prompts to create a new HealthSafe ID username and countersign.
Y'all volition need to input the following data:
- First name
- Last name
- Date of birth
- Nada code
- Social security number (terminal 6 digits)
-
You volition also be asked to verify your identity by i of the following methods:
- Entering a lawmaking you receive via an SMS message or phone call, or
- Completing a few security questions.
If your account comes with a payment card, you will also need your payment card number the first
fourth dimension you lot sign in, and then exist certain to have it handy.
- I already have an account set upward
If yous have an account created, please follow "How to recover my username and/or countersign" to recover your log in information.
- My employer has a ConnectYourCare Microsite
For more information on whether your employer offers a ConnectYourCare microsite, please contact your visitor's Hour/benefits department.
Delight follow the beneath steps to remember your username and password (if you lot do non have the right username you will non be able to receive a temporary password, so you should complete username help first):
- In the top-right corner of cycdev.wpengine.com, Click "Log In" and driblet down to "Member.
- Select the green "Forgot My Username" link nether the Log In push button.
- Enter your social security number.
- Side by side, enter your date of nascency, then select "Proceed".
- Enter your security question OR your payment carte number and select the contact method to receive your Identification Code and then select "Submit".
- Your Identification Code will exist sent to the selected contact method. Once you take retrieved it, enter information technology in the Identification Code field on the log in screen (Delight DO NOT COPY AND PASTE) and select "Get Username". Your Username will be displayed.
- Select "Log in" and now you're gear up for Password Help.
To reset your password:
- Click on password help.
- Enter your username and engagement of birth in the MM/DD/YYYY format.
- Reply your security question and choose a contact method to receive your temporary password. Click "Submit".
- You lot will receive a new interim/temporary password via email.
The temporary countersign you receive will be case sensitive, containing a mix of uppercase and lowercase letters, every bit well as numbers. Information technology will only exist valid for a brusk period of time.
- Select the dark-green "here" link to have you to the log in screen where yous will enter your username and and so your temporary password, recall your username and temporary countersign are both case sensitive.
- When you lot've entered both your username and temporary password successfully, you will exist prompted to create a new permanent password, password hint and have the option to change your email accost.
- Please exist advised the electric current password is the temporary password that was just assigned to you lot.
- Delight keep in mind that later 3 failed attempts the account will be locked and you will need to reach out to our Client Care Middle to have the account unlocked.
- We also have an enhanced log in process called the Multifactor Hallmark (MFA), this is to confirm users' identities when accessing the ConnectYourCare participant portal or mobile App through direct log in. All ConnectYourCare account holders and administrators accessing ConnectYourCare through directly log in will be required to enter their username and password every bit usual. ConnectYourCare will and so prompt the user to receive a one-fourth dimension 6-digit authentication lawmaking through email or text message upon the first log in on each unique device used to access ConnectYourCare. This allows each device to exist registered for 6 months.
Account FAQs
- Never received a payment card
Y'all tin order a new card when you log into your Optum Fiscal account. To guild a new carte du jour, Click on the green MY PAYMENT Card. Beneath the General Data department at that place are two hyperlinks. Click on Report Carte du jour Missing as information technology was never received.
- Need a replacement, including lost/stolen
You tin can order a new card when you lot log into your Optum Financial account. To order a new card, Click on the green MY PAYMENT Menu. Beneath the Full general Data section in that location are two hyperlinks. Click on Report Card Missing as information technology was never received.
- Payment card is expiring before long
When your card is getting a set to elapse a new card volition be sent approximately 2 weeks earlier the end of the month of expiration. The intendance y'all currently take will work through the finish of the month of expiration.
- Reimbursement claims can exist submitted easily past downloading our gratis mobile app from your app store or online past logging into your online account.
Please follow the below steps to recall your HSA'south tax forms.
- Log in on connectyourcare.com with your existing username and password.
- On the right-hand side of your screen, under "I Desire To..." click on the drib-down carte and select the tax selection listed.
- Hither you will be able to access your tax forms and related information.
Address
If yous are a current active employee your address will need to exist changed through your benefits or Human Resource department. If you are no longer with your employer, please attain out to u.s. directly.
Directly Deposit
To change your straight deposit information, click on the down arrow to the right of your name when you have logged into your Optum Fiscal account. Click on Settings & Preferences. When the Settings and Preferences page appears, click on Bank Accounts.
Email
To modify your email account, click on the down arrow to the correct of your name when you lot accept logged into your Optum Financial business relationship. Click on Settings & Preferences. When the Settings and Preferences folio appears, click on Personal Information. In the box below E-mail ADDRESS, you lot may add or update the address we have on file. Brand to click Relieve Information to the alter to accept effect.
Notification settings
Yous can change your notification settings past logging into your online account.
Eligible expense List
Yous can order a new bill of fare when yous log into your Optum Financial business relationship. To order a new card, Click on the green MY PAYMENT CARD. Beneath the GENERAL Data section there are 2 hyperlinks. If yous just need some other card, click on Replace Carte. If you do non know where the card is located, click on Report Card Missing.
Account Claim FAQs
Please follow the below steps to submit a merits through one of our options. Online/App/Fax/Postal service.
How to Submit a Merits Through the Portal
- Log into connectyourcare.com with your existing username and password.
- On the top correct of the portal, click on "Reimburse Myself" (if you are requesting to pay your provider you would select the selection "Pay Provider" instead).
- Enter the required information.
- You lot will then have the choice to upload your supporting documents direct online or through the mobile app. You too have the choice to send them by Fax to (443) 681-4602, if faxing please print the fax cover page from the merits for a faster turnaround time.
How to Submit a Claim on the Mobile App
- Log into the Mobile app.
- From the "Habitation" screen, select "Make a Payment", you will be prompted with the following screen to either "Pay Provider" or "Pay Myself".
- Enter the required information.
- You volition and so have the option to upload your supporting documents directly on the app.
- The nice thing about the app is you tin take a picture correct from the claim or upload a moving picture that's already been saved to your gallery.
How to Submit a Merits through Fax or Mail
- Receive a Optum Fiscal Merits Form.
- Consummate the form and fax or mail the form or write the claim number on the documentation, forth with your documentation to Optum Financial.
- Fax: #443-681-4601
- Mail service: P.O. Box 622337 Orlando, FL. 32862-2317
The IRS requires documentation when using revenue enhancement-free money. In that location are specific documentation guidelines for business relationship transactions - even those made using a payment card. Nosotros brand every endeavour to automatically approve charges. However, some charges cannot exist approved automatically and require boosted documentation.
Supporting documentation would include an Explanation of Benefits (EOB) from the insurance company. *An EOB in "processing" status indicates that the insurance company is still processing the claim. EOBs that are in processing status are non considered acceptable documentation for substantiation purposes. EOBs that are pending claim payment are acceptable.
OR
An Itemized Receipt including the following:
- Clarification of Service or Detail
- Amount of Expense
- Patient Name
- Provider Name and Address
- Service Appointment
*An itemized receipt will not be adequate for substantiation if it references an amount due from insurance, an insurance estimate, or whatever reference to awaiting insurance payments. Too, proof of payment without service details, like cash register slips, credit bill of fare receipts and other non-itemized statements, don't provide all the required details.
To check on the status of a claim,
- Click on the Claims tab at the top of the screen.
- From the Payment Card Transactions screen, click on My Created Claims tab.
- A listing of recent claims will display.
- On the far right, the status of the merits will exist noted.
- Approved:Claim fully canonical just not notwithstanding reimbursed or debited from savings business relationship
- Approved, Processing Reimbursement:* Claim approved; reimbursement queued but not however sent OR
- Claim approved; not fully reimbursed at this time
- Ineligible:Claim deemed to be an ineligible expense
- Ineligible, Nether New Review:Merits previously deemed ineligible; new documentation received and under new review
- Out of Pocket:Claim approved; claim subject field to member out of pocket (primary deductible) and ineligible for reimbursement
- Paid:Approved claim amount paid in full via bank check or straight deposit
- Fractional Approving:Claim partially canonical only non nonetheless reimbursed or debited from savings account
- Paid By Other:Claim placed in status by participant after claims submission process.
- Partially Approved, Processing Reimbursement:* Merits partially approved; reimbursement queued just not yet sent OR * Merits partially approved; not fully reimbursed at this time
- Fractional Approving, Under New Review:Claim previously canonical partially; new documentation received and under new review
- Partially Paid:Partially approved claim amount paid in full via check or direct deposit
- Pending, Documents Needed:* Claim entered for non-HSA account; documentation not yet submitted OR * Merits entered and documentation submitted; documentation not sufficient and boosted data requested
- Nether Review:Documentation received and transmission claim under review by adjudicator
- Returned Merits Form:Claim which could not exist entered into production
- Attached Return Claim Course:Previous Return Claim which is now linked to new merits
- Reimbursement Voided:Claim is voided. No farther action can be taken on the claim.
- Ready For Payment to Provider:Funds have been pulled to pay the claim but we have not yet sent letter of the alphabet to provider.
- Payment Notice Sent to Provider:We have created the letter with payment information and the alphabetic character is being sent to the provider.
- Paid: Payment was fully processed past provider and no more funds demand to be sent.
- Ineligible, Documents Never Received, Repayment Required:Documentation requested and never received, so merits automatically deemed ineligible
- Ineligible, Repayment Required:Documentation submitted; claim accounted fully ineligible and full amount must be repaid dorsum to account
- Ineligible, Nether New Review:
- Claim previously deemed ineligible: new documentation received and under new review
- Paid:* Carte du jour transaction settled and either auto-substantiated OR * Carte transaction settled, documentation submitted, and claim deemed valid in total OR * Card transaction previously denied, member fabricated repayment in full
- Paid, Documents Needed:* Card transaction has settled, documentation needed to substantiate transaction OR * Documentation submitted; documentation not sufficient and additional information requested
- Paid, Documents Not Received, purchase Corporeality Added to Wages:Documentation requested and never received, and so merits automatically accounted ineligible; employer added amount to W-2 as taxable income
- Paid, Under Review:Documentation received and merits under review past adjudicator
- Fractional Repayment Received:Card transaction accounted ineligible and repayment required; fractional repayment received via offsets OR repayment
- Fractional Blessing, Repayment Required:Documentation submitted; claim accounted partially ineligible and portion of the merits must be repaid back to account OR repayment received
- Partially Approved, Under New Review:Claim previously deemed partially ineligible; new documentation received and under new review
- Processing:Card transaction has been authorized and a concur placed on the funds but is non yet settled past merchant
- Repayment Received:Card transaction deemed ineligible and repayment required; repayment received via offsets of ineligible amounts against future claim
- Voided:Card transaction was not settled by merchant within v days; claim was voided
- Closed:Old merits where no further activeness tin be taken
- Approved:Claim fully canonical just not all the same reimbursed or debited from savings account
- Approved, Processing Reimbursement:* Claim canonical; reimbursement queued only non yet sent OR
- Claim approved: not fully reimbursed at this time
- Out of Pocket:Wellness plan claim received; claim bailiwick to member out of pocket (main deductible) and ineligible for reimbursement
- Paid:Approved claim amount paid in full via check or directly deposit
- Paid Past Other:Merits actioned and fully approved. Claim added to HAS-Salve-Information technology record.
- Fix for Activity:Health plan claim received; posted to the participant's account and available for payment
- Airtight:Old claim where no further action tin be taken
- Health Plan Adjustment, Repayment Required:Health Plan Claim already paid, adjustment received which decreased the patient responsibility
- Health Plan Adjustment, Future Offset:Health Plan Claim already paid, adjustment received which decreased the patient responsibility
- Reimbursement Voided:Claim is voided. No further action can be taken on the claim.
- Ready for Payment to Provider:The members carte number will be sent to the provider for payment. Funds take not yet been pulled from the members account. Letter is prepare to send.
- Documentation is required for many accounts to be in compliance with the IRS rules and regulations. This information tin be located in IRS Publication 969. https://www.irs.gov/pub/irs-pdf/p969.pdf
- We always want to propose you keep your receipts for any payment menu transactions, non but to submit when requested from us, but as well if the IRS requires you to nowadays them for verification during your revenue enhancement render.
Acceptable Documentation
Supporting documentation for a Medical, Vision or Rx expense would include an Caption of Benefits (EOB) from the insurance company. *An EOB in "processing" status indicates that the insurance company is nevertheless processing the merits. EOBs that are in processing status are not considered acceptable documentation for substantiation purposes. EOBs that are pending merits payment are acceptable.
OR
An Itemized Receipt including the post-obit:
- Description of Service or Item
- Amount of Expense
- Patient Name
- Provider Proper name and Address
- Service Engagement
*An itemized receipt volition not be acceptable for substantiation if information technology references an amount due from insurance, an insurance estimate, or any reference to pending insurance payments.
Explanation of Benefits is always the best documentation for dental claims.
Dental expenses are a tier 2 expense which means that they gauge what insurance volition pay, just at times these amounts don't match, and so we cannot pay out on a receipt that is not showing what insurance paid of that expense. What that ways for yous is the receipt you lot get on the day of the visit is non sufficient and will exist an estimation (either non showing the insurance payment or stating "awaiting insurance").
Nosotros need ane of the following two items to be able to pay out for dental services: either the finalized statement from your dentist later on insurance pays that specifically shows what insurance payments there were toward those services, OR the explanation of benefits (EOB) you get from your dental insurance company that shows your patient responsibility which yous tin frequently become online at your dental insurance website.
Supporting documentation would include an Explanation of Benefits (EOB) from the insurance company. *An EOB in "processing" status indicates that the insurance visitor is still processing the merits. EOBs that are in processing condition are not considered acceptable documentation for substantiation purposes. EOBs that are pending claim payment are adequate.
OR
An Itemized Receipt including the following:
- Clarification of Service or Detail
- Amount of Expense
- Patient Name
- Provider Proper noun and Address
- Service Date
*An itemized receipt volition not be acceptable for substantiation if it references an corporeality due from insurance, an insurance judge, or whatsoever reference to awaiting insurance payments.
Dependent Care
Transportation/Parking
Acceptable Forms
Please Annotation: Some forms are customized per participant based on account configuration. If you tin't observe the course you're looking for, only log in to your account portal online and visit the Assist and Resource page for your account-specific documents.
HSA Forms
Optum Financial Non-Bank Trustee (NBT)
HSA solution
Full general Account Forms
for all Optum Financial Participants
HSA Forms
UMB Custodian
Participants Just
HSA Forms
HSA Bank Custodian
Participants But
Not sure which banking company is your Optum Financial account custodian? No problem! Merely log in to the participant portal and yous tin find forms tailored to your business relationship(south) on the Help & Tools page.
Resources & Tools
Please Note: Some forms are customized per participant based on business relationship configuration. If you can't detect the form you lot're looking for, simply log in to your account portal online and visit the Help and Resources folio for your account-specific documents.
Conversation With Us
Log in to the portal
to access chat
Call Us
Client Care & Claims
24 hours a day, 365 days a year
Telephone: (877) 292-4040
(OR the specific number assigned to you on the dorsum of your payment card)
Fax: (443) 681-4601
COBRA Care & Claims
8 a.m. - eight p.m. Eastern, Monday-Fri
Phone: (855) 687-2021
Fax: (443) 681-4606
Mail Us
Transport Repayments To:
P.O. Box 871095
Kansas City, MO 64187
Source: https://www.connectyourcare.com/employees/contact-us/
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