MyChoice®® Accounts Client Hub
Essential tools and information for client administrators.
Welcome, MyChoice Accounts Clients
How-to's, processes,
and resources
Details for product, process, and compliance updates
MyChoice Accounts Member Education Toolkit
Maximizing Your HSA
This event will be for any member enrolled in an HSA. Client admins are also welcome to attend.
Get all the details on how to best use your HSA, whether you're a spender, a saver, an investor...or are still trying to figure it out!
- What’s covered and how an HSA works.
- Easy ways to pay for eligible expenses.
- Investment options.
- We'll also peek into MyChoice Accounts online and see how to navigate and use the system.
(investment advice will not be provided, only navigation and information about options)
Using Your FSA
This event will be for any member enrolled in a healthcare or limited purpose FSA. Client admins are also welcome to attend. (no Dependent Care FSA this time)
We’ll cover:
- What’s included and how an FSA works.
- Simple ways to pay for eligible expenses.
- How to submit claims and documentation quickly and easily.
- We’ll also peek into MyChoice Accounts online and see how to navigate and use the system.
Upcoming Webinar: Link coming soon
Aug. 18 at 2 p.m. CT: Maximizing Your HSA
- All Accounts Comparison Chart
- FSA vs. HSA Comparison Chart
- Client Case Dispositions Routing: MyChoice Accounts ONLY clients, use the chart to assign cases to the correct queue
- IRS Publication 15-B: Employers Tax Guide to Fringe Benefits (Cafeteria, Adoptions, Education & Commuter plans)
- IRS Publication 503 (DCFSA)
- IRS Publication 969 (HSA)
- IRS Notice 2006-69 (debit card/stored value cards)
- Client Guide to Non-Discrimination Testing (NDT)
- Member Portal Demo
- Member Mobile App Demo
- Client Tools/Portal Overview video
- CIP Process
- HSA Transfer of Assets Methods
- HSA Trustee to Trustee Transfers
- HSA Standard Bulk Transfer Process
- HSA Bank E-Consent Language
- HSA Member Forms
- HSA Beneficiary Processes
- Communicating to HSA account holders (employees)
- HSA member investment web page
- HSA Member Statement Samples
- MyChoice Accounts HSA Investment Guide
- MyChoice Accounts HSA Investment Line-up
- Member Forms
- Claims - all accounts**
- Letter of Medical Necessity (LMN)
- Trustee transfer (HSA)
- Beneficiary (HSA)
- Account Closure (HSA)
- Excess Contribution (HSA)
- Substantiation Processes
- Sample Card Mailer
- Card Substantiation Methods Overview
- Pre-Funding Process
- Claims Flow Infographic
- Claim Choice Feature
- Documentation - Unsubstantiated Claims
- Member Cards and Claims FAQ
- Card activation phone number: 1-833-469-6221 (new number as of 9/4/25)
- Card lost, stolen, or suspected fraud reporting phone number: 1-855-755-7800
- How to request a member card
**Note that the best and most timely method for members to make reimbursement claims is to use the member web/portal or MyChoice Mobile App to submit.
- Enrollment & Account Specific Member Education (user guides, etc.)
- MyChoiceAccounts.com
- MyChoice Accounts Forms
- Eligible Expenses website
- Eligible Expenses PDF
- Member Web and Mobile Screens
- HSA Statement Samples
- Debit card information web page
- IRS Publication 502 - eligible medical expenses
- MyChoice Accounts HSA Investments web site (video, guide, FAQ)
- MyChoice Accounts HSA Investments web site (video, guide, FAQ)
- MyChoice Accounts HSA Investments Guide
- How to Set Up the MyChoice Accounts Reference Center
- MyChoice Accounts Member Communications Overview
- System Emails to Members
(member action-triggered system emails) - Transition Emails
Member emails that explain changing account types or changing vendors - your account manager can help you use the best flow - Card use with FSA carryover reminders: Remind members with carryover about best practices for paying for prior year expenses with card.
- Enrollment Reminders and Boost Emails
These are system templates for reminding members to re-enroll in FSA, DCFSA, or HSA and templates for members who may be eligible for these accounts but have not enrolled yet. Use the system templates or Word templates from this packet if/as needed. Your CSL can help you set these up in the system. This Word document will automatically download. - Separation Templates (member email templates you can use to explain account access post-separation)
- System Emails to Members
- Businessolver Blog
- Tech with Heart Series - MyChoice Accounts quarterly product updates; compliance updates; general training; Benefitsolver product updates; client roundtable webinars
List of locations that require commuter benefits. Most of these apply if you meet the threshhold for number of employees in that location. Each statue varies on parameters.
Here's an overview for each area.
