Monthly Business Review
Contents
1. Redemption will post on these days For both bank and market holidays neither payroll nor investment transactions will post BenefitWallet Bank F Holiday Holiday Market Holiday Monday 10 14 2013 Columbus Day X Monday 14 11 2013 Veteransbay x o Friday 11 29 2013 Day After Thanksgiving market closes 1pm Monday 1224 2018 Christmas Eve marketcloses 1pm Wednesday 1 1 2014 NewYearsoay x 7 x Monday 1202014 MarinLutherKngDay x Monday 2 17 2014 Washington s Birthday x x Friday 4 18 2014 GoodFriday 0 0 o xo Thursday 7 3 2014 Day betore Fourth of Juy market closes 1pm Friday 7ia oota FourthofJuly x x x Monday n2014 Labrby x x x Monday 10 13 2014 ColmbusDay x Monday 11 11 2014 Veteransbay x Thursday 11 27 2014 Thanksgiving Day x x x Friday 11 28 2014 Day After Thanksgiving market closes 1pm Wednesday 12 24 2014 Christmas Eve mart closers 1pm Day Date Holiday 2013 Xerox HR Solutions LLC All rights reserved BenefitWallet p FAQs What is my user id Your employer user id is the employer sub account which begins 9500998 or is one created for you by your primary business contact The user id cannot be changed If you are the primary business contact and have not received a user id or employer sub account contact the Employer Support Team at 866 712 4551 How do I obtain my user id Emails from the Employer Sup2. Save As You may also print the file through this menu option View Previous Submissions Upon using Payroll on the Web at least one time the previous dollar amount submitted are retained and a maximum of five previous submissions are inventoried and may be displayed See images below Web Payroll T Bare Pw gt teGeate he ciecie dae in the Payot Fie One Sad 4 Be wi na press eee 7 ee Cece doie rebated hes Deen ached end 2 he Se apb aban beatae ts eget or greater ture the Aning amani remand for fhe Me The dro niho Payroll File Dote fick wil etd OT CUO Gee utice fm Specdcaty popiaid inche ate the efectos dde n the Panci Fis Des iii Mon the date rakari nthe Parol Fin Dede feet wel dima to tte ceneri cite uriase apet Oc siy papsiisi Payroll Allocation Payrod Fe One own T imersar e POW 6 m erpeees Fa Desorption Senet wih eur Gus 150 accurttctees Hyo newt mye Man t9 Trolepee hane Tapayee Papell D JOCOUNEOases yOu Seed tat he ANDERSON WICHABL IIIT Eryap Hane Ss tte da ary et et A BIOT ORD HAROLD Thi sss psa OF the trang fen BLZINEC UNDA TIT upoo CHECALEY WELD 444444444 OSD ifs uty De eters ke DEMING MATTHEW grassei erpin anam n nm 5 omm an wer NIS DOB JOHN 222227222 Prem Erter The GAOT IR FRANCIS paua Pane ir ae GOGE DESORAH tititiiti L Of Lies is fat HEINE MANAN LDA 222227222 Select Previous Submissions in the upper right hand corner of the screen to view the inventory of prior
3. submissions In addition you can reopen the file to view the details The Payroll File Date Description and total employee and employer contribution amounts will display in the inventory listing a X d 2013 Xerox HR Solutions LLC All rights reserved BeneftWalle Resources FAQs Help Glossary Contact Us Lag BenefitWallet ase HOME gt Payroll Processing Monday September 16 2013 Web Payroll Communication Center Messages Onew PAROLLORTE STATUS DESCEP TON TOTAL EMPLOYEE TOTAL EMPLOYER TRANSACTION ADOED CONTRIBUTION cCONTREUTON OW Alerts Onew pegao SETTER Sameh 205 15 a1 r a 12h a to vical 1 SEATED Future Dede Tori 705 16 21 43 18 10 97 48 0 rA 1 EASTIEO Puise Date Test sims Stic 701 1 02 05 10 46 07 0 lage 00a Sve TTso Fuut Cota Tesi 1905 110 e101 283 Di aS 75 0 Helpful Hints tanama Seen Funse Cuts Test 1805 110 10 12 22 Of 995 0 s POW is for employers with less than 150 accountholders Ifyou are near 150 accountholders please contact the Employer Service Team to discuss additional contribution options Contributions may only be entered for employee accounts in an open status By selecting a file click on the payroll file date the details of the file will display You may then elect to print the details Note processed files will also present within the REPORTS tab File Status Logout Do not forget to logoff the Payroll on the Web application Verification that
4. these transactions and distribute the funds to the HSA account If the account has not been opened or is closed you may distribute the funds to the employee as taxable wages The accountholder may then contribute the funds to the account on an after tax basis using the deposit slip found in the back of the checkbook or available on the member website under downloadable forms 2013 Xerox HR Solutions LLC All rights reserved BenefitWallet p Why are the dollar amounts from previous submissions displayed The POW application is designed to automatically save prior contribution information This way an employer does not have to re input the same information Employers should check the contribution amounts and verify these are the amounts to again post to the accounts A file description is required to update and submit saved information How do I submit information previously saved Logon to POW enter a file description press update and submit the saved and retained information You will have opportunity to verify the employee and employer subtotals as well as the total contribution prior to resubmitting 2013 Xerox HR Solutions LLC All rights reserved BenefitWallet
5. aie gare ordirik ete ond ira inpak a eed ro one scania othe ceed Ermal rya colic disp eyed oir ei ee Ce ee rie oy a Bia mi Fed Fie eal Purch Ted Fie upc E DENDE BE ET LEF ee eee g EE E E A ee E ee AE a Bj ca ae ia j ge a a eee a ee eS Pee a Pilati ed oe Pee Oe ee Oe ce ee ee ed 1 ce pes EEES METI Ari se a piri ilhi ani ot fang fo fe rar ampl ees ath opari mania whe 1 reai pe ood fat imis paja Gn F ra l r ie e ae a ee AAi TE OT wra OG PP a es E Ea renn beridan hrig The Payroll on the Web display is alphabetical by Last Name First Name for all accountholder s currently on our system with an employer code consistent with your code The employee s Payroll id and account status are also displayed Note you may only input contribution information for accounts in an open status e Accounts are in frozen status when they are processed onto the recordkeeping system but the signature process is incomplete You are not able to input contribution information for an account when it is in a frozen status e Accounts for which enrollment has not yet processed on our system do not display on Payroll on the Web e Accounts for individuals who have a status of Inactive or a different employer code than that of your firm do not display 2013 Xerox HR Solutions LLC All rights reserved BenefitWallet p A maximum of 150 accounts will display You may navigate through the listing using the arrow bar to the right of t
6. overall total will calculate Note a Contribution Total for Employee and Employer contributions as well as Grand Total display MARTIN JAMES 666666666 Open MASTERSON GLENDA 222222222 Open MESSNER SANDY 999999999 Open MILLER DERECK Open NARJES PATSY 555555555 Open RAICHEL DAVID 888888888 Open VAGENAS PAMELA 555555555 Open WALKER FENERY 111111111 Open on i co Ifo Jif IO IIS Io i o If WATSON RALPH 111111111 Frozen WOODS NICOLE 999999999 Open 5 ellSlfelfellelfelfolfelfellelrd Total Employees 25 Contribution Total Update A O am Grand Total n 2013 Xerox HR Solutions LLC All rights reserved BenefitWallet p d To submit funds you will confirm the total of the payroll allocation that must be contributed the employer account It is presented in total and with a breakdown between employee and employer contribution amounts Notice the contribution and grand totals as presented on the screen and popup MARTIN JAMES 666666666 MASTERSON GLENDA 222222222 MESSNER SANDY 999999999 MILLER DERECK 666666666 NARJES PATSY 955555555 Windows Internet Explorer i j You have entered Employee contributions of 180 50 and Employer contributions of 110 00 The total amount that you must Fund is 290 50 Do you wan
7. payroll file Once submitted the transactions cannot be cancelled Cancel Total Employees 25 Contribution Total 180 50 Grand Total 1290 50 2013 Xerox HR Solutions LLC All rights reserved BenefitWallet p d Confirmation and Exceptions A confirmation will display for your records and information If you do not receive a confirmation your file has not been received for processing An exception processing screen see second screen below will display in this instance Note only ONE payroll allocation may be submitted per logon If you wish to complete more than one payroll you need to logout and re logon Resources FAQs Help Glossary Contact Us Log O BenefitWallet asa Account History p ene Manage Acce ocessi 1g Welcome JEFF amp MICHAELS NAIL amp SKIN SALON Monday September 16 2013 HOME gt Payroll Processing Web Payroll Communication Center Hocetion Conf Pamat Messages 0 new Pith An Sii Alerts 0 new TOF DREI Eno hae besi SATO and eet be posted to Pe appragiste HSA ar Counts n he ned payrud batch process O24201 t groveded hed your acceurd st BAY Meebo orian af assi 615 50 Oferana we wed hotel theme ders uti pou hew breded yoar ecccord Helpful Hints Tofi your otosu gente send at ACH rofi w POW is for employers with rurat Pouteg Murrter Of NONIS less than 150 Acc cunt armoa IOON accountholders If you are near 150 accountholders please conta
8. provides a central location for user guides account holder and employer forms and links to IRS and other web sites The downloadable forms selection links you to all user guides as well as most frequently used account holder or employee forms Resources FAQs Help Glossary Contact Us Log Out BenefitWallet asa Sub Account Summary Welcome JEFF amp MICHAELS NAIL amp SKIN SALON Em ployer Payroll Reports Account History a ee o Monday September 16 2013 HOME gt Employer Services Employer Services Print Click any of the Employer Services listed on the left for fast online service You may also call the BenefitVVallet Employer Support Team at 1 866 712 4551 for these services Helpful Hints a Funding questions a VVeb password reset IRS Pub 969 P preser USER GUIDES IRS pub 502 a Payroll reconciliation issues a Update authorized contacts Employer Guide Payroll on the Web POV Guide Web Reports Guide Funding Text File Guide Alternate Payroll Processing Guide ACCOUNT HOLDER Forms Account holder Deposit Slip make post tax contibutions or retum any incorrect distnbutions to your HSA Excess Contribution Form request the retum of any funds that were deposited in excess of your annual health savings account maximum limit Beneficiary Change Form submit this form to add or update the beneficiary information for your account Personal Data Change Form submi
9. you are logged out of the application will display Note for your security you will be logged out after 28 minutes of inactivity Any input you have made to that point will be lost You will need to re input this information You need to logout and re login if you wish to submit multiple payroll files in a single day 2013 Xerox HR Solutions LLC All rights reserved BeneftWalle Lump Sum Funding Options In each of the three funding options the monies should be directed to the employer sub account This 14 digit number will be established during the initial set up period and provided to you by the Employer Support Team All employer sub account numbers begin with 9500998 Wire transfer Employers should wire funds directly to their HSA payroll sub account as follows Receiving Bank The Bank of New York Mellon Receiving Bank Address PO Box 535416 Pittsburgh PA 15253 Bank Transit Routing Number 011001234 Beneficiary Name Employer Name as established for HSA Beneficiary Account Number INSERT 14 digit Employer Sub Account number These are accts beginning with 9500998 Reference Information NA Wires must be received by 5 00 PM EST one day before payroll effective date for employers transmitting files in order for funds to be available in the participants account on the payroll date provided distribution instructions are also submitted in time Wires can only be submitted to employer 998 sub accounts our syst
10. BenefitWallet 44 A Xerox Solution Health Savings Account HSA POW Payroll on the Web Employer Payroll Funding Application October 2013 V 14 0 2013 Xerox HR Solutions LLC All rights reserved Table of Contents Introduction 3 Employer Web Overview 4 Payroll Processing 6 Payroll on the Web 6 Accessing Payroll on the Web 6 Setup Payroll Submission 7 Submitting Payroll Information 8 Contribution Information Employee and Employer 8 Maximum Contributions 10 Confirmation amp Exceptions 12 Printing Details 13 View Previous Submissions 13 Logout 14 Funding Your Payroll Contribution 15 Web and Reporting 16 Contacts 16 Holiday Schedule 17 FAQs 18 2013 Xerox HR Solutions LLC All rights reserved BeneftWalle Introduction Welcome to POW the Payroll On the Web Employer Funding Application for Health Savings Accounts This secure application allows you to easily provide us with contribution information This contribution information paired with lump sum funding via wire check or Automated Clearing House ACH provides the opportunity for communication about payroll contributions for timely and accurate posting to employee accounts This guide is prepared and distributed as a resource and step by step user manual Note for security purposes the Business Contact User ID is provided in a separate notification If you have a User ID contact your Business Contact for your initial password See the pass
11. a description 2 select Update and 3 press Submit to submit this input for processing Resources FAQs Help Glossary Contact Us Log Out a BenefitWallet ae oerices ocessing Welcome JEFF amp MICHAELS NAIL amp SKIN SALON Sub Account Summary Monday September 16 2013 HOME gt Payroll Processing Web Payroll ede ate the ePectee dae in the Payna Fie Oa God A fie wil rat process uti 1 Pe ecive dete cated fers been eched ard he empbyar euiiecc curd betwee e is epu oF praia fuse the Aning amasti requend tor fe tip The dyo niho Parol Fi Dote heti wi etme W TN Custerd Ode Ubeee lta Spat icuby popuiod Communication Center Messages 0 new Alerts 0 new prir ate the ofertve cide ri l s Panni Fie Cite bai Nate the date echoed niha Parol F s Dois tek wel detmd to the corneri coe uror coer Ocal papiiisd Helpful Hints Payroll Allocation POW is for employers with less than 150 Parod Fie Oe wua S accountholders Ifyou are rrer sayyyy near 150 accountholders Fie Dect Sampie please contact the Employer Service Team to discuss additional contribution Engispre hame Enpioyes Comtritunins Empioyer Contrizuson options ANDERSON VCHAEL ieee lps 50 a Contributions may only be s ERK P entered for employee BERF UND MALOLO accounts in an open ELIPEC LHDA status IW 15 10 50 2t 12 on 25 GETKEY WhFELD 444444444 7 7 nm 16 Maximum Contribution Limits The 2012 and 2013 limits with respect to ma
12. ctthe Employer For ed itenel Sewing options pireen contect he EMPLOYER SUPPORT TEAM pi REG TI2 285 Thori pou Service Team to discuss additional contribution options Contributions may only be entered for employee accounts in an open status Resources FAQs Help Glossary Contact Us Log Out BenefitWallet ase Sub Account Employer Payroll Reports Summary Bi peta Account History EEE Sl a Services Processing Welcome JEFF amp MICHAELS NAIL amp SKIN SALON Monday September 16 2013 HOME gt Payroll Processing A Pee SL E ER PA Payroll Allocation Exception Processing Print Messages Onew You cannot submit Payroll more than once in one session Log back in again to re submit Please contact EMPLOYER SUPPORT TEAM at 201 553 6305 for help Alerts 0 new 4a 2013 Xerox HR Solutions LLC All rights reserved BenefitWallet 5 y Printing Detail Once submitted you may elect to print a record of this submission To do so click Print this Page in the upper right hand corner of the screen mpapr fcon he PRR OHI EPective Dri OPEV PITT EESEEEEE unu ee ay EEH iiiiiitii T ers HUMPHREY ANTE TITTI ADEERHA JEFFAEY kad 25 ee a SSRSSRSSSESLSeSSeS ScecSaSse TITLET TITEN UHH 1 a r Hoo E El lm i Open Canine Toa sony Si Grand Tomah HE on You may save the file as a web page web archive or text file Complete this by selecting File and
13. ems cannot support wires to individual s accounts Do not mail anything to One Boston Place ACH Origination Employers should direct ACH funding to Receiving Bank The Bank of New York Mellon Receiving Bank Address PO Box 535416 Pittsburgh PA 15253 Bank Transit Routing Number 011001234 Receiving Bank Account Mellon HR amp IS HSA Custodial Account Receiving Bank Account Number 9500998XXXXXXX Addendum Information Provide Employer Name ACH credits must be originated two days before payroll effective date in order for funds to be deposited into the participants account on the payroll date and should be directed to a checking not savings account Do not mail anything to One Boston Place Check Employers should mail a check payable to The Bank of New York Mellon a c 9500998XXXXXXX Checks may be mailed to BenefitWallet HSA HSA Operations PO Box 535161 500 Ross Street Suite 154 0510 Pittsburgh PA 15253 5161 Pittsburgh PA 15262 0001 Checks must be received one day before payroll effective date 2013 Xerox HR Solutions LLC All rights reserved BenefitWallet p Web Site We maintain and regularly update our comprehensive HSA Solution Web site at www mybenefitwallet com Employers and accountholders can sign in to the secure area through the navigation on the right hand of the screen The Web site facilitates self service activities for participants such as checking daily account balances reviewing recent transact
14. ess 1 the effective date has been reached and 2 sufficient funds are available in the employer account Indicate the effective date for the file to process The default is today s date The format is MM DD YYYY If the date entered is not a business processing date the file will process on business processing date following that date For example September 28 2013 is a Saturday Input with that effective date will process on Monday September 30 2013 Input a file description in the field below Date This may be your employer name the file date etc Each submission should have a unique submission for identification purposes Both the effective date and description are required inputs If you do not complete information in these fields the update feature will not process A popup will remind you to complete these sections The effective date determines the tax year in which the contribution will be reported All transactions will post to the tax year of the file s effective date During the period January 1 April 15 Payroll on the Web may be used to submit prior year contributions that did not post to the individual employee account Be certain to use en effective date of the prior year ie December 20 for that submission Deposits made for the prior calendar year must indicate the Effective Entry Date for the contribution to post as Prior Year You may use POW for processing of Prior Year contributions Note Prior Yea
15. he contribution input fields The total number of accounts on the system is indicated at the bottom of the screen to the left of the Update indicator weu rayon ie in ide Payrod Fie Cane Sad fie wil nat process ui T Pe eche dae hcad fers Deen ached ard 2 he cm bs epin o penin fue the Anang amani requend tor fee fie The drn nihe Pomol Fis Doia Meki wel itm Th curoni Oto Utnoa lta Speri caly popuiod tockc ate the efectos tide n ide Porti Fe Liste wd Mote tte date eehcated nitha Parol Eos Dois feki wil deime io the cerrert dao urdene qoec cal papniisisd Payroll Allocation Payrod Fre Date OVAA am Sargis Ergicpee hume Account Status ANDERSON VECMAS oon GLa ORD HAROLD DIIS Upon FLONEC LNDA 77 7 Cypan Pier EY ieee ri d Minan Setup Payroll Submission Setup of a payroll submission is easily accomplished through input of the payroll effective date file description and then individual contribution information If you need additional details about the input fileds while you are using Payroll on the Web press the Help with this Page link After you have reviewed this information you may return to the application by pressing Return to Previous Page link found at the bottom of the Help with this page information Payroll File Date At the top of the screen indicate the effective payroll processing date for this submission The default is today s date Note contributions will not post to the accounts unl
16. individual and total dollar amounts of each submission as the previous submission record is retained A summary total of the transactions input will display You are asked to verify that you wish to proceed You have the option to select OK to proceed or Cancel to return to the screen as completed for any modifications If the input you have made is inaccurate you may elect to Clear at the bottom of the employee account listing For a saved or previously submitted file selecting Clear will only clear new inputs To remove saved or previously submitted dollar amounts you need to re enter a 0 or a new value MARTIN JAMES MASTERSON GLENDA 222222222 MESSNER SANDY 999999999 MILLER DERECK 666666666 NARJES PATSY 555555555 Windows Internet Explorer J You have entered Employee contributions of 180 50 and Employer contributions of 110 00 The total amount that you must fund is 290 50 Do you want to proceed E HS J E UY Total Employees 25 Contribution Total 180 50 110 00 Grand Total 290 50 Upon indicating that you wish to proceed you are reminded that Once submitted the transactions cannot be cancelled MARTIN JAMES 666666666 MASTERSON GLENDA 222222222 MESSNER SANDY 999999999 MILLER DERECK 666666666 NARJES PATSY Windows Internet Explorer 4re you sure you want to submit this
17. information e If you select the View History button or the Account History Tab you can elect to view Transaction or Daily Balance information for the employer account You can also select to view transactions with a specific dollar value e The Message and Alerts links indicate if you have information to review You can also setup a link to provide email notification of account activities Alerts can keep you informed when funds post to the account as well as when files are processed against the account Account History Select to view Transaction or Daily Balance information for the employer account You can also select to view transactions with a specific dollar value Resources FAQs Help Glossary Contact Us Log Ou Welcome JEFF amp MICHAELS NAIL amp SKIN SALON HOME gt Account History Account History Onew Transactions new Account HSA Checking 95009981000125 Timeframe Helpful Hint elpful Hints Last Days Select information type From i e9 t timeframe transacti saction type nd an amount then click the To a al Submit button export your acco ato MS Excel or Adobe Acrobat All Amounts You will not be able to select Equal To the date prior to 18 months of the current date a You will also be able to print the results 2013 Xerox HR Solutions LLC All rights reserved BenefitWallet p d Employer Services This tab
18. ions making investment elections reordering debit cards standard only and downloading forms Members needing assistance with their password should contact the service center The public site includes FAQs contribution and tax savings calculators and a guide to HSA accounts Prospective participants may use the site to determine how HSAs work the potential advantages and how their expenses might compare under a traditional plan vs a high deductible health plan with an HSA Reporting BenefitWallet offers you several reports to assist in your HSA administration These reports are designed to show you payroll file statuses detailed participant information and aggregate account information at the group level The different reports you have access to are File Status Report provides summary information for all files processed by the employer for the selected date range Any individual file can be selected to view processing details Payroll Repost Report provides details regarding daily reposting attempts into participants frozen accounts Account Profile Report provides details at the participant level regarding the receipt and processing of payroll files Monthly Summary Report available to groups with more than 25 HSA accounts provides a summarized report of monthly transactions including contributions withdrawals fees rollovers and investment activity of the accounts affiliated with the employer code Web training session
19. once employers provide funding instructions via Payroll on the Web or a file sent through a previously established FTP connection An employer guide is available for download in the upper right hand corner of this screen The Current Balance may differ from the Available Balance due to recent account activity To view account activity for specific time periods select the Account History tab Self Designated Userld Note the address for mailing check contributions has changed The address is BenefitvVallet PO Box 535416 Pittsburgh PA 15253 5416 Create your userid Account HSA Checking 9500998 1000125 Employer Code AAA Health Plan HORIZON HEALTHCARE OF NY Update Account Profile Account Holder Current Balance Available Balance As of Date Action z JEFF amp MICHAELS NAIL 0 00 0 00 09 13 2013 view Account History J IU amp SKIN SALON The BenefitvYallet Site provides a Secure access to your HSA nces and Sub Account Summary a Account history information Date Opened 11 16 2005 Data downloadable into Account Status Closed popular spreadsheets Ability to set alerts and receive messages Sub Account Summary e Displays account number employer name current and available balance and provides access to account history If you select the account name link the information stored in Checking Account Profile i e Current profile and address for your firm will display Please contact the Employer Support Team to update this
20. ou may contact the Employer Support Team at 866 712 4551 Why do I need a Security Code when I am logging on again If you are logging on from a different computer or network you may need a new Security Code In addition if system settings have changed you may need this Security Codes are part of our security systems designed to protect your information How come one of my employee s is not displaying on the POW screen 2013 Xerox HR Solutions LLC All rights reserved BenefitWallet p d Only employees currently enrolled on the BenefitWallet HSA recordkeeping system with your employer id will display If an enrollment has not been received or successfully processed the name and payroll information will not display If we have been advised an employee has terminated either employment or coverage under the HDHP the employer code associated to that account has been changed As it is no longer the employer code assigned to your company the information will not display What steps should I take regarding employees who are not displaying on the POW screen v Check that the individual is currently employed by your firm and participating in the HDHP plan v Check that enrollment has been submitted typically by your health plan or debit card vendor and that it processed successfully Edit of successful processing would have been received by enrollment file submitter v After verifying both of these events contact the employer
21. port Team or your Client Service Manager provide the user id to the primary business contact For security purposes this is emailed independently of the user guide This information is provided to the business contact information provided at the time of employer setup or other specified contact User IDs as setup by the primary business contact are provided to you by your colleague What if have forgotten my user id Contact the Employer Support Team at 866 712 4551 For security purposes we will only provide this information to contact names of record What is my initial password The initial password for the primary business contact user id is 999999999 Initial passwords for other users will be provided by the primary business contact Upon first logon you must change the password Passwords must be nine characters or less and must contain one numeric value What do I do if am locked out of the application Cannot remember my password Contact the Employer Support Team at 866 712 4551and request a password reset For security purposes we will only reset passwords to the contact names of record What if need a security code Security Codes are provided via email to the email address associated with the account You can obtain the Security Code without support assistance by indicating an email address on the email collection page when presented You may update online under Accountholder Services Update Personal Information Otherwise y
22. r contributions post only during the period January April 15 of each year 2013 Xerox HR Solutions LLC All rights reserved BenefitWallet p Contribution Information Employee and Employer You may enter contribution information for open employee accounts only This is accomplished by entering a dollar and cent value in the Employee Contribution and or Employer Contribution columns next to the employee name and payroll id number Only numeric values will process Dollar amounts up to the annual maximum contribution may be input into each individual s row The default is 00 Only the dollar amount of the contribution to post should be input into the dollar field Cents are to be indicated in the cents field to the right of the dollar field The cents field must be populated with two numeric values The default is 00 Input of alphabetical characters symbols and spaces will result in a popup requiring adjustment to numeric values only Note system restriction will advise and require adjustment to any single entry for an accountholder in excess of the current IRS maximum annual contribution Review the input for the open accounts in the screen print below No contributions are input for the frozen accounts as input cannot be made for frozen accounts see next to last account in listing By pressing the Update button at the bottom of the screen subtotals for the Employee Contributions and Employer Contributions as well as an
23. rs we offer three online payroll applications Payroll on the Web Funding Text File Upload and Alternate Payroll Processing A user guide for each application is available both at the application home page and under the Employer Services tab Payroll On The Web Introduction Payroll on the Web is our most frequently used online payroll application providing easy to use screens to submit payroll funding distributions Through logon to the secure site employee information name payroll id number and account status for employees currently on the ACS Mellon HSA Solution recordkeeping system with your employer id will display This application is available to employers with less than 150 accounts on the recordkeeping system If your firm has 150 or more accounts on the system a message will notify you that you cannot use the payroll application In this instance contact the Employer Support Team at 866 712 4551 Monday Friday 8am 8pm EST or HSAEmployerSetup acs inc com to discuss alternatives Accessing Payroll on the Web Payroll on the Web is accessed through the Payroll Processing Tab Select Payroll on the Web from the link on the left side of the screen or within the text Please see next section of this guide for details regarding its display and use heneht Wallet Se Prad Pee ey Thies cz dj BED GREE E Ge i ee Tri ii es es a ee a SS Pee F a a raoin hi Ai evr He ft Gabe io all se ee T oe ee eee a ee e ee a a a
24. s are regularly scheduled on Wednesdays from 2pm 3pm EST To participate in a session send the name and email address of participants to HSAWebTraining ACS hro com Participants sharing one connection need only submit one name and email address Contacts Employer Support Team employer contacts only Phone 866 712 4551 E Mail HSAEmployerSetup ACS inc com Hours of Operation 8 00 am 8 00 pm EST Monday Friday 2013 Xerox HR Solutions LLC All rights reserved BenefitWallet p Holiday Schedule Employer Support hours of operation are Monday Friday 8 00 a m to 8 00 p m EST Account holders Customer Service hours of operation are Monday Friday 8 00 a m to 11 00 p m EST Both teams have the following holiday schedules for the remainder of 2013 and for 2014 Monday September 2 2013 Closed Labor Day Thursday November 28 2013 Closed Thanksgiving Day Wednesday December 25 2013 Closed Christmas Day Wednesday January 1 2014 Closed New Year s Day Monday May 26 2014 Closed Memorial Day Friday July 4 2014 Closed Fourth of July Monday September 1 2014 Closed Labor Day Thursday November 27 2014 Closed Thanksgiving Day Thursday December 25 2014 Closed Christmas Day The following are Bank and or Market Holidays for the remainder of 2013 and for 2014 For a bank holiday no payroll will post on these days For a market holiday no investment transaction Investment
25. support team For research purposes we will need the social security number and name of the person Why is an account frozen Accounts designated as frozen have processed successfully onto the recordkeeping system However the accountholder has not completed signature processing either electronic or master signature card What actions should be taken regarding the frozen accounts Employees can open their frozen accounts by completing the signature process Electronic signature e sig can be completed by logging onto the member website The url is www mybenefitwallet com The user id for an accountholder is their account number Their initial logon password is their social security number What is the employer code and how do l use it Each employer is assigned a three character employer code This is used to uniquely identify your accountholders It is submitted for each accountholder In addition funds from your employer sub account can only post to accounts that are listed in your employer code When an account employee terminates the employer code is changed to XXX The employee will no longer display on your Payroll on the Web Funds from your employer sub account cannot post to an account with an employer code different from yours What do I do with funds withheld for a former employee no longer displaying on POW If the account is in open status you may use the Funding Text File link on the Payroll on the Web tab to submit
26. t this form with the documentation listed to update your personal information such as Name or Date of Birth IRA Transter For completed form should be provided to the account holder s current IRAtsteetcustodian to initiate an RAtranster Only one IRA transter is allowed dunng the lifetime of an individual Reopen Account Form must be submitted with a completed Master Signature Card Trustee to Trustee Transfer Form mowe money from an existing HSA into an Benefit wallet HSA EMPLOYER SERVICES Lump Sum Funding make lump sum deposits for pre tax funding of employees HSA account Employer Deposit Slip make lump sum deposits for pre tax funding of employees HSA account Ta REPORTING Contribution Limits the annual contribution limits allowed by the IR 09954 Sample issued only when a distnbution posts fram your HSA account dunng the reported tax year a435 54 Sample reports contibutions to the HSA during and forthe reported tax year as well as the Fair futarket value of the account as of the end of reported tax wear Form S689 HSA participants may need ta submit Form 8889 as part of their annual tax filing Instructions for Form 339 Publication 369 IRS Heath Savings Account publication K s Tax Time Tax guidelines for HSAs Watch wideo Information on HSAtax forme Wifatch video 2013 Xerox HR Solutions LLC All rights reserved BenefitWallet p d Payroll Processing To best serve our employe
27. t to proceed Cancel Total Employees 25 Contribution Total s 180 50 Grand Total 929050 You will reconfirm this submission The file is not submitted for processing until you have reconfirmed it and receive the confirmation MARTIN JAMES 666666666 MASTERSON GLENDA 222222222 MESSNER SANDY 999999999 MILLER DERECK 666666666 re you sure you want to submit this payroll file Once submitted the transactions cannot be cancelled lo 0 0 0 NARJES PATSY 555555555 0 F 0 0 0 lo i Cancel Total Employees 25 Contribution Total 110 00 Grand Total sre some ome As you are inputting you may select to Save your work By pressing Save located at the bottom right hand side of the screen next to submit as displayed in the screen shot above the dollar amounts input for each participant will be saved You need to input a description and select update to calculate totals to save It is possible to save and not yet submit the payroll allocation A reminder will advise you of the need to submit in order to post funds To submit the most recently saved input logon to the application select Payroll on the 2013 Xerox HR Solutions LLC All rights reserved BenefitWallet p d Web tab you will note the most recent input is displayed 1 Enter
28. word management section of the guide for additional information In addition to this user guide we have available online video presentation at http Awww brainshark com acs inc Payroll on the Web as well as a weekly training class Contact Employer Support for specific days times and to register for a session We are excited to offer this application and hope it meets your funding needs Thank you for selecting BenefitWallet 2013 Xerox HR Solutions LLC All rights reserved BenefitWallet p d Employer Web Overview Upon successful logon to the site note the tabs Sub Account Summary Account History Employer Services Payroll on the Web Reports Displayed from left to right under the logo The Primary Business Contact will also view Manage Access A description of the features of each tab is listed below I7 tt IJ te Resources FAQs Help Glossary Contact Us Log Out Su ary Services Welcome JEFF amp MICHAELS NAIL amp SKIN SALON Last Login 09 13 2013 04 24 PM HOME gt Sub Account Summary 5 Empl Sub Account Summary Wp Emelover Print Help 0 new The BenefitvVallet sub account summary below represents the current balance in your employer sub account The sub account is where employers direct aggregate contributions the sum of the contributions for a particular pay period to be distributed to Onew employees Funds are distributed from this account
29. ximum contribution catch up contribution minimum deductible maximum out of pocket are listed below IRS HSA Limits HSA Contribution Limits Individual Coverage Family Coverage HDHP Minimum Required Deductibles Individual Coverage 1 250 1 250 Family Coverage 2500 2 500 HDHP Out of Pocket Maximum Individual Coverage 6 250 6 350 Family Coverage 12 500 12 700 Persons age 55 or older may make additional catch up contributions of up to 1 000 each year HSA owners are responsible for ensuring that they do not contribute more than they are allowed under IRS rules As the HSA custodian it is our responsibility ensure that contributions do not exceed the statutory maximum contribution 7 450 in 2013 and 7 550 in 2014 This includes the funding from all sources employee payroll employer payroll contributions as well as individual account holder personal contributions 2013 Xerox HR Solutions LLC All rights reserved BenefitWallet p 4 Submitting Payroll Information for Processing After you have input the contribution information press the Submit button at the lower right hand of the screen During processing an hourglass will display the Payroll on the Web tab will not display Do not attempt to press the submit button again or to resubmit during the processing activity Upon submitting a file the dollar amounts will be saved for subsequent submission It is imperative to review the
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