HEALTH SAVINGS ACCOUNT (HSA) 16 HSA eligibility - You must be enrolled in one of the PPO plans to be eligible to contribute - You cannot be enrolled in another medical plan - You cannot be enrolled in Medicare or Medicaid - You cannot be claimed as a dependent on another person’s tax return - You cannot be enrolled in a general - purpose healthcare FSA plan (including through a spouse ) Watch: 5 Benefits of a Health Savings Account Maximum Annual Contribution Individuals: $4,400 Families: $8,750 $1,000 Additional contribution for ages 55+ Eligible Expenses Medical, Dental, and Vision View eligible expenses here Plan Administrator HealthEquity How to Use Funds - Options Use the HSA debit card at the point of sale. Pay Provider Directly - log into the HealthEquity Member Portal, view claims. Pay from a personal bank account and save your HSA funds. If you decide later that you want reimbursement, log into the portal and select reimburse me. Account Owner You own this account. The funds remain t here until you use or invest them .
BB&N 2026-2027 Employee Benefits Open Enrollment Presentation Page 15 Page 17