Explore Excellence
Contents
1. Corporation AN Rights Reserved Z HSA Update e mail Address Microsoft Internet Explorer provided by ACS Inc a Fie Edt View Favorites Tools Help Back gt A A Bsearch Favorites BPmeda A A 3 a aO Address https qa hsamember com HSA views accountinfo FlexUpdateEmailAction do identifier getEmail Viewpoint x WebSearch Amazon _f4 SearchResults X Bookmarks lpop ups 43 My Fotomat v Go unks 3j amp FAQs Help Glossary Site Map Contact Us Log Out ACS Mellon the HSA solution Welcome FRANZ XXX Thursday July 12 2007 HOME gt Accountholder Services gt Update e mail Address CCN Update E mail Address Bem To ensure you receive HSA account information on a timely basis please enter your e mail Reorder Debit Card address and update it when necessary UNA taunted Enter new primary email address ry ViewE Statement Enter new secondary email address Enter new phone number mobile Messages 0 new Submit Clear Alerts 0 new Privacy Policy Terms of Use 2004 Copyright Mellon Financial Corporation All Rights Reserved iz javascript submitEmailForm_leftnav O T B internet Bstart 204 Od EN d ad Oy aq Sd Sq adfer e E ARAA gt r20ccenber PMS BA OER s32 Information contained in this guide is proprietary and confidential for employer use It is subject to update and modification 6 ACS Mellon the HSA2. Submit Clear izi Done L A internet Baseert 9 284 4 E4 Of Oy D d ad fee 34 OH H AD 20ecenbe ORMSA ssi Information contained in this guide is proprietary and confidential for employer use It is subject to update and modification 13 ACS Mellon the HSA solution ET Payroll Allocation Microsoft Internet Explorer provided by ACS Inc Fie Edt View Favorites Tools Help Heak gt gt A Reach Favorites media SIR SSTOR Address https qa hsamember com H5A views accountinfojWebpayraliservice do z co Links gt amp Viewpoints v Web Search A Amazon _fejSearchResuits 1 Bookmarks Pop ups 63 My Fotomat Weloome LBM VOVO Tuesday June 26 2007 HOME gt Payroll on the Web Web Payroll Bin veo 0 new View Previous Submissions serte new payroll Allocation ions ll ae Eila Dacasintion Microsoft Inte xplorer POW is for employers with les than 100 accountholders If yc Q You have entered Employee contributions of 55 00 and Employer contributions of 35 00 The total amount that mployer Contribution are near 100 accountholders please contact the Employer Service Team to discuss additional contribution options Le Cancel Contributions may only be entered for employee accounts in an open status LANE JENNIFER 123456786 Open ROBERTS MAX 123456785 Open SMITH MARY 123456789 Open Total Employees 6 Update Contribution
3. Support Team at 201 553 6305 to have your password reset You will need to provide your user id account number beginning 9500998 Information contained in this guide is proprietary and confidential for employer use It is subject to update and modification 22 ACS Mellon the HSA soluti FAQs What is my user id Your employer user id is the employer sub account It begins 9500998 The user id cannot be changed If you have not received a user id or employer sub account contact the Employer Support Team at 201 553 6305 How do obtain my user id You should receive an email from the Employer Support Team or your Client Service Manager providing the user id 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 What if have forgotten my user id Contact the Employer Support Team at 201 553 6305 For security purposes we will only provide this information to contact names of record What is my initial password Your initial password is 999999999 Upon first logon you must change the password Passwords must be nine characters or less and must contain one numeric value What do do if am locked out of the application Cannot remember my password Contact the Employer Support Team at 201 553 6305 and request a password reset For security purposes we will only reset passwords to t
4. Total 55 00 35 00 Grand Total 90 00 javascriptiopenwindow fal 5 le Internet agit i Ble 20s an in 54 me sol of el ele ARG e GESEK wise You may save the file as a web page web archive or text file Complete this by selecting File and Save As You may also print the file through this menu option Information contained in this guide is proprietary and confidential for employer use It is subject to update and modification 18 ACS Mellon the HSA solution 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 Payroll Allocation Mi File Edt View Favorites Tools Help icrosoft Internet Explorer provided by ACS Inc Heak gt OA A Qsearch GaFavortes Preda A D SS EO ACS Mellon the HSA solution HOME gt Payroll on the Web ayroll on the Web Payroll Messages 0 new Alerts 0 new Payroll Allocation Payroll File Date 06 26 2007 Grand Total File Description bemo POWis for employers with less baal Gee Employee Name Employee Payroll ID Account Status Employee Contribution Employer Contribution a e eres JONES BILL 123456788 Open fio foo fi 5 foo additional contribution options DOE ROBERT 123456787 Frozen fo oo fo foo re
5. by ACS Inc E l8 xj File Edit View Favorites Tools Help Ea Back gt A A Qsearch Favorites meda D SSE OG Address https qa hsamember com H5A views accountinfo Webpayrollservice do 7 Oc Links gt eril Viewpoint v Web Search Amazon Search Results Bookmarks lpop ups J My Fotomat HOME gt Payroll on the Web Payroll Print Hep Messages ne View Previous Submissions Sens new payroll Allocation iid rte g Payroll File Date 06726 2007 _ File Description POVVis for employers with less than 100 accountholders If you are See i EE ARE Employee Name Employee Payroll ID Account Status Employee Contribution Employer Contribution please contact the Employer JONES BILL 123456788 Open Service Team to discuss 10 100 additional contribution options DOE ROBERT 123456787 Frozen 0 00 m Contributions may only be MARKS AMY 123456783 Open entered for employee accounts 20 400 in an open status LANE JENNIFER 123456786 Open fesl foo ROBERTS MAX 123456785 Open 0 00 SMITH MARY 123456789 Open 0 00 Total Employees 6 Update Contribution Total 0 00 Grand Total g Save Submit Clear Privacy Policy Terms of Use 2004 Copyright Mellon Financial Corporation All Rights Reserved E Done I A eg internet Meter 5 a0 A 21 O al aa wl wl ad Ia A 12 december PMS ARAON 540m Information contained in this guide is proprietary
6. internet wistert 9h 204 2d BB ad id y dd a dle m EY ARBA r202ence SF MSB AOE som Information contained in this guide is proprietary and confidential for employer use It is subject to update and modification 5 ACS Mellon the HSA solution You may update the system email addresses and phone information at any time on the Account Summary screen a Ei e A a an a ACS Mellon the HSA solution Welcome LOM RENTAL PROPERTIES INC Tuesday Decembar 20 2000 HOME Account Summary Account Summary Bowe P ne Messanes los The Curent Salance may be diferent than the Available Salance due to recent account activity Alerts new To see account activity for an earlier period click the View Account History link Update your email address Vdhy shoud do this Account H amp A Checking XXXXXXXXXX 1415 Accountholder Cistent Balance Available Balance As of Date Action Se LBM RENTAL PROPERTIES INC 0 00 0 00 10 20 2006 View Acount History The HSA Member Ste proves e Secure access to your HSA accourt balances and Account Sianmary vansections Amyte one Date Opened 10 10 2005 Current Interest Rate 0 02 ARY I TT re So Account Status Frozen reprints Account History information Interest Paid Data dvariosdabie into papar Year to Date 0 00 Last Year 0 00 checkbook programs and opresdshests m Azity 10 set alerts and receive messages 2004 8 Copyright Nation Financial
7. 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 hsamember 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 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 do with funds withheld for a former employee no longer displaying on POW You can 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 Why are the dollar amounts from previous submissions displayed In July 2007 we enhanced the POW
8. 01234 Account Number 95009980011115 For additional funding options please contact the EMPLOYER SUPPORT TEAM at 201 553 6305 Thank you 2004 Copyright Mellon Financial Corporation All Rights Reserved z Done E B nemne Astart It lvl 285 e in inf mef 59 aE rf rf B ROA 2deenbe CP MSHS OOM tian 2 HSA Payroll Allocation Exception Report Microsoft Internet Explorer provided by ACS Inc File Edt View Favorites Tools Help Heak gt gt OA A Reach GFavortes GFmede G D 4 oi HOA Address https qa hsamember com H5Ajviews accountinfo Webpayrolsave do z Pe tits Sy Viewpoint vi gt WebSearch A Amazon f3SearchResults 1 Bookmarks lPop ups 43 My Fotomat FAQs Help Glossary Site Map Contact Us Log Out ACS Mellon the HSA solution Welcome LBM X Monday July 2 2007 Payroll on the Web HOME gt Payroll Allocation gt Payroll Allocation Exception Report Payroll Allocation Exception Processing print fdin You cannot submit Payroll more than once in one session Log back in again to re submit Alerts 0 new Please contact EMPLOYER SUPPORT TEAM at 201 553 6305 for help 2004 Copyright Mellon Financial Corporation All Rights Reserved zi Eldone B internet Astar l Er as r in taf me sia En ir ie ARAA r2vecenter CPMSBA SOS 1sm Information contained in this gu
9. 327m Should you decline to provide the email address at this time you will be requested to provide it at subsequent log on T HSAEmail Collection Page Microsoft Internet Explorer provided by ACS Inc E m laj x Fle Edt View Favorites Tools Help Heak gt A A Qsearch Favortes Gredo G Ey SOG Address hitps faa hsamember com H5A FindStartPage do eco unis amp Viewpoint v WebSearch A Amazon Jf SearchResults 1 Bookmarks Pop ups 4 lt My Fotomat ACS Mellon the HSA solution Thursday July 12 2007 Email Collection Page LT xd Verity your E mail address ar 7 We ask you to re consider submission of an e mail address Our secure authentication process includes sending you update it if required an e mail Do you want to wait If you do not have any pre existing E mail address pleas Cancel enter your E mail address You do not have a phone on file You may enter a phone number Enter Your Phone Number mobile Not at this time M Submit Clear Note The privacy of your e mail address is assured We will not sell trade or use your e mail address for solicitation We maintain your e mail address to assist in protection from fraud authentication e mails and to advise you of account activity per your specifications Privacy Policy Terms of Use 2004 Copyright Mellon Financial Corporation Ail Rights Reserved E Done T Bi eo
10. ACS Mellon the HSA solution Explore Excellence POW Payroll On the Web Health Savings Account HSA Employer Payroll Funding Application July 2007 V5 0 Information contained in this guide is proprietary and confidential for employer use It is subject to update and modification 1 ACS Mellon Table of Contents Introduction 3 Logging On to Payroll on the Web 4 Providing an Email Address 5 Account Summary amp Application Overview 7 Payroll Application 9 Display 9 Contribution Information 11 Submitting Payroll Information 15 Confirmation amp Exceptions 17 Printing 18 Saving and Retrieving Previous Submissions 19 Logout 21 Funding Your Payroll Contribution 22 Password Management 23 FAQs 24 Information contained in this guide is proprietary and confidential for employer use It is subject to update and modification 2 ACS Mellon 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 your User ID is provided to you in a
11. Page Microsoft Internet Explorer provided by ACS Inc File Edt View Favorites Tools Help Heak gt A A Qsearch Favorites PMedia G D SS EO Address https qa hsamember com HSA FindStartPage do 7 Go tints gt amp Viewpoint F Web Search A Amazon _fSearchResults 1 Bookmarks Pop ups 43 lt My Fotomat ACS Mellon the HSA solution Thursday July 12 2007 Email Collection Page Email Collection Page Verity your E mail addressand You do not have an primary e mail address on file Please enter your primary e mail address update tt if required Enter your Primary E mail address If you do not have any pre existing E mail address please You do not have a secondary e mail address on file You may enter a secondary e mail address CLEANS ISS Enter your Secondary E mail Address You do not have a phone on file You may enter a phone number Enter Your Phone Number mobile Not at this time Note The privacy of your e mail address is assured We will not sell trade or use your e mail address for solicitation We maintain your e mail address to assist in protection from fraud authentication e mails and to advise you of account activity per your specifications Privacy Policy Terms of Use 2004 Copyright Mellon Financial Corporation All Rights Reserved izi Enone L T B tnternet BAstar 1 204 Qd T d 4 Oy a Sq a aie By E LARBAR rome HPM wD SIR
12. Total Grand Total you must Fund is 90 00 Do you want to proceed __________ Astare hl 204 4 EN Od Oy Br aq a wey od A MY ad A 12decenber OP MBSABSAOGM s52 AP ayroll Allocation Microsoft Internet Explorer provided by ACS Inc File Edt View Favorites Tools Help Heak gt OA A Qsearch fHaFavorites GPmeda A D 5 EO H Address I https qa hsamember com HSA views accountinfo Webpayrollservice do 7 Go inks Viewpoint SS WebSearch A Amazon f SearchResults I Bookmarks SPop ups 6 My Fotomat Welcome LBM 220000 Tuesday June 26 2007 HOME gt Payroll on the Web Web Payroll TA 0 new Sierts new payroll Allocation C o pee Tilo Dacorintion POV is for employers with less than 100 accountholders If you are near 100 accountholders Are you sure you want to submit this payroll file Once submitted the transactions cannot be cancelled Employer Contribution please contact the Employer Service Team to discuss additional contribution options Cancel Contributions may only be entered for employee accounts in an open status LANE JENNIFER 123456786 Open ROBERTS MAX 123456785 Open SMITH MARY 123456789 Open ital li 8 Contri Total Total Employees Update ontribution Total Grand Total Save Submit Clear B gagge start il 204 4 EY Od OY Dd 4 aq De 4 D BY od Aa A lioe OHMS ABSOOM s52 Infor
13. and confidential for employer use It is subject to update and modification 11 ACS Mellon the HSA solution 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 Payroll Allocation Microsoft Internet Explorer provided by ACS Inc J 4 Fie Edt view Favorites Tools Help Hak gt gt A A Qsearch Favortes Beda D 5 oi A Og Address https lat hsamember hsamember com H5A viens accountro Webpayrosrvice do x ec Il Links amp Viewpoint Web Search A Amazon J SearchResults LU Bookmarks 2Pop ups 43 My Fotomat a HOME gt Payroll on the Web Web Payroll Berm P Hop Que View Previous Submissions Slona new payroll Allocation a ol Dez EN File Description demo POWis for employers with less than 100 accountholders If you er Soroa re Employee Name Employee Payroll ID Account Status Employee Contribution _Employer Contribution please contact the Employer meni ubeume aerate x mea Service Team to discuss P additional contribution option Q You have entered Employee contributions of 55 00 and Employer contr bakins at 35 00 Do you want to save this oo ine mN be ormation at this time PLEASE NOTE you are NOT submitting a payroll file at this time TE entered for employee accour a in an open status Cancel 00 are e7 ure ope 7 T T bo SMITH MARY 123456789 Open fo oo fp oo To
14. and how you can e You may now contribute the maximum annual amount allowed eam money tax free in a linked investment by the IRS for 2007 regardless of your deductible so long as you Password account open your HSA by December 1 2007 and Es oe e You may now complete a limited one time rollover of Use your own data Decision Support Tools individual retirement account IRA funds to your HSA For more Calculate what your cost contributions and information refer to the information available on the IRS Web site LogIn savings would be using interactive calculators or call our Customer Contact Center at 1 877 HSA 4200 1 877 and worksheets 472 4200 First time users For ur Password Ifyou are logging in for the first time your User ID is listed in your Change Your Password Find answers Frequently Asked Questions Welcome Letter and your Password is your Social Security Fi deen Mor Wee can OE Praca Ph es MP se Number If you are unable to log in call our HSA Customer Still have questions afer reviewing the HSA wice Center at 1 877 HSA 4200 1 877 472 4200 800 231 Basics FAQs has answers to the more in 5469 for TDD Callers H Monday ieiEHday a amti depth questions that many people ask OF allers Hours are Monday to Friday 8 am to 8 pm EST Anness your investment acenunt zi Done B internet Asal Hoaas Aaaa aenOam 12 December PASRAH 9 42 am Forgotten or Expired Password Please contact the Mellon HSA Employer
15. application 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 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 Information contained in this guide is proprietary and confidential for employer use It is subject to update and modification
16. atus 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 Accounts not yet processed on our system do not display Accounts for individuals who have a status of Inactive or a different employer code than that of your firm do not display A maximum of 100 accounts will display You may navigate through the listing using the arrow bar to the right of the 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 Payroll Allocation Microsoft Internet Explorer provided by ACS Inc 5 xj File Edit view Favorites Tools Help Back gt A A Asearch Gyravorites Ameda S S GSADOR Address https qa hsamember com H5Aj views accountinfofWebpayrolservce do z eo Links He Viewpoint v WebSearch A Amazon j SearchResults 1 Bookmarks lPop ups 4 lt My Fotomat FAQs Help Glossary Site Map Contact Us Log Out ACS Mellon the HSA solution Account Summary Account History Payroll on the Web SUPPONE ne pe elcome LBM XX200 P o oT A estmer z HOME C Web Payroll Print Help Messages 0 new View Previous Submissions Alerts new payroll Allocation icine o
17. et a MARKS AMY 123456783 Open ko foo ko foo in an open status LANE JENNIFER 123456786 Open B o f foo ROBERTS MAX 123456785 Open f foo f foo SMITH MARY 123456789 Open po w fo m Total Employees 6 Update Contribution Total soo SO Jo i Done L E B mene Aser Sh 284 4 BY Sq OY D 4 d ley aad AO A s20eenbe Opm 546 Select Previous Submissions in the upper right hand corner of the screen to view the inventory of prior submissions In addition you can reopen the file to view the details The Payroll File Date Description and total employee and employer contribution i listing amounts will displa Fie Edt View Favorites Tools Help Heak gt OA A Qseach Favortes Breda A Br SOK Address https fqa hsamember com H5Ajviews accountinfo ReadAlPayrall do z inks af Viewpoint WebSearch a Amazon fA Search Results X Bookmarks lPop ups 43 lt My Fotomat ACS Mellon the HSA solution HOME gt Payroll on the Web gt Web Payroll Report EXIM Web Payroll Report Bom Messages 0 new Alerts 0 new TOTAL EMPLOYEE TOTALEMPLOYER TRANSACTION ADDED PAYROLL DATE STATUS DESCRIPTION CONTRIBUTION CONTRIBUTION TON 06 26 2007 SAVED demo 55 35 2007 06 26 17 45 11 0 m This page displays the last five saved web payroll submissions by you m Please click on the Transaction Added on link of any desi
18. etscape Navigator 6 1 or higher with a minimum 28 8KB modem connectivity The preferred screen display setting is 1024 by 768 pixels Z Welcome to HSA s Portal Microsoft Internet Explorer provided by ACS Inc x a al xj Fie Edt View Favorites Tools Help 7 a Back gt O A A Qsearch Gyravorites meda A B SS EO Address https qa hsamember com H5AVlogin jsp so Links gt amp Viewpoint ACS Mellon the HSA solution Learn About Health Savings Accounts kogn S O O expenses and to save and invest for the future You can learn wsvesssesessseessesnseennersarensernneennnresersneennneennnnnneenneninnrnnarnnnennneneneseey about them here Select one Notice HSAs have improved with the Tax Relief and Health Get Informed HSA Basics ll Care Act of 2006 Member x Find out what an HSA is how you set one up Our FAQs will soon be updated with specifics but here is a Member and how it works with your health plan Learn summary of new provisions concerning HSAs what the tax advantages are and how you can e You may now contribute the maximum annual amount allowed eam money tax free in a linked investment by the IRS for 2007 regardless of your deductible so long as you Password account open your HSA by December 1 2007 and e You may now complete a limited one time rollover of Use your own data Decision Support Tools individual retirement account IRA
19. funds sufficient to cover the Employee Contributions and the Employer Contributions should be remitted to Mellon Trust of New England N A via ACH or check ACH Origination Employers should direct ACH funding to Receiving Bank Mellon Trust of New England NA Receiving Bank Address One Boston Place Boston MA 02108 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 received one day before payroll effective date and should be directed to a checking not savings account Check Employers should mail a check payable to Mellon Trust of New England N A a c 9500998XXXXXXX Checks may be mailed to Mellon HSA Solution or Mellon Financial P O Box 4038 135 Santilli Highway Woburn MA 01888 4038 Asset Acct Services 026 0019 Everett MA 02149 Checks must be received one day before payroll effective date Wire transfer Employers should wire funds directly to their HSA payroll sub account as follows Receiving Bank Mellon Trust of New England NA Receiving Bank Address One Boston Place Boston MA 02108 Bank Transit Routing Number 011001234 Beneficiary Name Mellon HR amp IS HSA Custodial Account Beneficiary Account Number 019682 Reference Information For Further Credit FFC Provide Employer Name and Sub account number Wires must be received by 5 00 PM EST
20. funds to your HSA For more Calculate what your cost contributions and information refer to the information available on the IRS Web site Log In savings would be using interactive calculators or call our Customer Contact Center at 1 877 HSA 4200 1 877 x and worksheets 472 4200 First time users Forgot your Password Ifyou are logging in for the first time your User ID is listed in your Change Your Password Find answers Frequently Asked Questions Welcome Letter and your Password is your Social Security i Number Ifyou are unable to log in call our HSA Customer Still have questions after reviewing the HSA Basics FAQs has answers to the more in Service Center at 1 877 HSA 4200 1 877 472 4200 800 231 depth questions that many people ask 5469 for TDD Callers Hours are Monday to Friday 8 am to 8 pm EST Acness vour investment anenunt z fE Done T B meme Asaj Hoana aaa 3 Ae BO AH er G PRSBAD steam Information contained in this guide is proprietary and confidential for employer use It is subject to update and modification 4 ACS Mellon the HSA solution PROVIDING AN EMAIL ADDRESS Upon logging into the site users are prompted to provide a valid email address Once an email address is on file email capture screens will not display Fields are provided for a second email and or a phone number Email addresses can be updated going forward see second screen shot F HSAEmail Collection
21. he contact names of record How come one of my employee s is not displaying on the POW screen Only employees currently on the Mellon HSA Solution 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 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 successfully processing would have been received by enrollment file submitter v After verifying both of these events contact the employer support team For research purposes we will need the social security number and name of the person Information contained in this guide is proprietary and confidential for employer use It is subject to update and modification 23 ACS Mellon the HSA soluti Why is an account frozen Accounts designated as frozen have processed successfully onto the recordkeeping system However the accountholder has
22. ial Corporation All Rights Reserved v E Done O r S interet stare ll 204 4 E Od Oy aq aq HEr a D a GO A 120ecenbe OPMS sam Information contained in this guide is proprietary and confidential for employer use It is subject to update and modification 12 ACS Mellon the HSA solution Payroll Allocation Microsoft Internet Explorer provided by ACS Inc File Edit View Favorites Tools Help Back gt A A Asearch ajravortes Bmeda A D SSTOR Address https fiqa hsamember com H5A views accountinfo Webpayralsave do P60 tinks amp Viewpoint v Web Search Amazon j Search Results X Bookmarks lPop ups J My Fotomat FAQs Help Glossary Site Map Contact Us Log Out ACS Mellon the HSA solution C Sram Welcome LBM X30 Tuesday June 26 2007 HOME gt Payroll on the Web Web Payroll Onew Payroll Allocation Confirmation Alerts new Your payroll transactions have been saved successfully PLEASE NOTE you are NOT submitting a payroll file at this time To view the details of your saved transactions please click here Privacy Policy Terms of Use 2004 Copyright Mellon Financial Corporation All Rights Reserved iz B internet eaj a4 246 AANE ad wy SG A 120ecenber OP MBSASAOGM sven To submit the input most recently saved input logon to the application select Payroll on
23. ide is proprietary and confidential for employer use It is subject to update and modification 17 ACS Mellon the HSA solution Printing Detail l Once submitted you may elect to print a record of this submission To do so click the Print Payroll Submission link in the upper right hand corner of the screen s Payroll Allocation Microsoft Internet Explorer provided by ACS Inc 7 la xj File Edit View Favorites Tools Help Ea Heak gt gt OA A search GiFavortes Goede S SIRO L Address ja https qa hsamember com HSA views accountinfo Webpayrollsave do gt Coo uinks al Ck X Viewpoint v WebSearch Amazon f4SearchResults 1 Bookmarks Pop ups 43 lt My Fotomat Payroll Allocation Microsoft Internet Explorer provided by ACS Inc mj xi s Log Out ACS Mellc Viewpoint WebSearch amp Amazon j Search Results 1 Bookmarks Welcome LBM XXXOXKXK ACS Mellon ly 2 2007 HOME gt Payroll on the V the HSA solution Messages Alerts Employer Account No 95009980011115 Effective Date 06 26 2007 E Account mployee Name Payroll ID Status Employee Contribution Employer Contribution SMITH MARY 123456789 Open 0 00 0 00 JONES BILL 123456788 Open 10 00 15 00 DOE ROBERT 123456787 Frozen 0 00 0 00 LANE JENNIFER 123456786 Open 25 00 0 00 ROBERTS MAX 123456785 Open 0 00 0 00 MARKS AMY 123456783 Open 20 00 20 00 Total Employees 6 Contribution
24. loyee name and payroll id number Only numeric values will process Dollar amounts up to 999999999 can be input 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 first three open accounts in the screen print below No contributions are input for the frozen accounts as input cannot be made for frozen accounts By pressing the Update button at the bottom of the screen subtotals for the Employee Contributions and Employer Contributions as well as an overall total will calculate Note a Contribution Total for Employee and Employer contributions as well as Grand Total display 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 the dollar amounts input for each participant will be saved You need to input a description and select update to calculate totals to save E Payroll Allocation Microsoft Internet Explorer provided
25. mation contained in this guide is proprietary and confidential for employer use It is subject to update and modification 14 ACS Mellon the HSA soluti 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 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 reinput a 0 or a new value Information contained in this guide is proprietary and confidential for employer use It is subject to update and modification 15 ACS Mellon the HSA solution Upon indicating that you wish to p
26. odification 16 ACS Mellon the HSA solution 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 see below screen 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 relogon EY Payroll Allocation Microsoft Internet Explorer provided by ACS Inc File Edit View Favorites Tools Help Heak gt OA A Qseach Gyrevortes meda A 4S HOH Address https qa hhsamember com H5Aj views accountinfo Webpayrallsave do z ea inks gt amp Viewpoint vie WebSearch A Amazon Search Results I Bookmarks Pop ups 43 My Fotomat FAQs Help Glossary Site Map Contact Us Log Out ACS Mellon the HSA solution Welcome LBM XXXXXX Monday July 2 2007 HOME gt Payroll on the Web Web Payroll Bn Onew Payroll Allocation Confirmation Print Payroll Submission Alerts Onew Your payroll transactions have been submitted and will be posted to the appropriate HSA accounts in the next payroll batch process 06 26 2007 provided that your account at Mellon contains at least 90 00 Otherwise we will hold these items until you have funded your account To fund your account please send an ACH credit to Transit Routing Number 0110
27. on 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 unless 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 June 23 2007 is a Saturday Input with that effective date will process on Monday June 25 2007 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 Information contained in this guide is proprietary and confidential for employer use It is subject to update and modification 10 ACS Mellon the HS A solution 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 emp
28. one day before payroll effective date for employers transmitting files Information contained in this guide is proprietary and confidential for employer use It is subject to update and modification ACS Mellon the HSA solution PASSWORD MANAGEMENT An initial password is provided to you as part of setup During your first logon you are required to change the password Ongoing you may change the password at any time by selecting Change Password at the logon screen Fj Welcome to HSA s Portal Microsoft Internet Explorer provided by ACS Inc 18 xi Fie Edit View Favorites Tools Help HBak gt O A A Asearch GFavortes Smeda 3 D GS SOG Address https faa hsamember comiHsajloonsp O OOO ealman avenon web enc ae the HSA solution Monday January 15 2007 HOME Learn About Health Savings Accounts Manage Your Health Savings Account Login HSAs provide a convenient way to pay for today s health care Members expenses and to save and invest for the future You can learn SaaS RRP a L Sin GEO SNE EM IE E ATL AEAN aboutthem here Notice HSAs have improved with the Tax Relief and Health paloctonsy Get Informed HSA Basics cesta Care Act of 2006 Member z Find out what an HSA is how you set one up Our FAQs will soon be updated with specifics but here is a Member and how it works with your health plan Learn summary of new provisions concerning HSAs what the tax advantages are
29. perzson7 File Description POWis for employers with less than 100 accountholders If you puan Paes are near 100 accounthollers Employee Name Employee Payroll ID Account Status Employee Contribution Employer Contribution please contact the Employer JONES BILL 123456788 Open fo foo fo foo Service Team to discuss additional contribution options DOE ROBERT 123456787 Frozen fo foo fo foo Contributions may only be MARKS AMY 123456783 Open fo foo fo foo entered for employee accounts in an open status LANE JENNIFER 123456786 Open fo oo fo foo ROBERTS MAX 123456785 Open 0 00 0 00 SMITH MARY 123456789 Open o oo fo oo Total Employees 6 inane Contribution Total glo 00 sfo oo Grand Total J zi felon B intenet Astor l 204 B EN Od Oe D af ad Mle Da AA A G gSa SaO sam Information contained in this guide is proprietary and confidential for employer use It is subject to update and modification 9 ACS Mellon the HSA soluti Input Payroll Contribution Detail Input of payroll effective date file description and contribution breakdown information is readily accomplished in this section of the website If you need additional information while you are using Payroll on the Web press the Help with this Page link The following information will display 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 informati
30. red entry to view the corresponding detail report Privacy Policy Terms ot Use 2004 Copyright Mellon Financial Corporation All Rights Reserved Ld a Astare Sh 204 Pad BN 4 Oy aq aq ere Se ee wy aq oy IO A gt 12 december OH LT BE meme AS CO SROOM 548m By selecting a file click on the payroll file date the details of the file will display Information contained in this guide is proprietary and confidential for employer use It is subject to update and modification 19 ACS Mellon Logout Do not forget to logoff the Payroll on the Web application Verification that 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 Information contained in this guide is proprietary and confidential for employer use It is subject to update and modification 20 ACS Mellon the HSA soluti Funding Your Payroll Contribution The information submitted via Payroll On the Web will process only when 1 the effective date has been reached and 2 sufficient funds are available in the employer account File input will not post to accounts until funding equal to or greater than its total posts to the employer account A lump sum transfer of
31. roceed you are reminded that Once submitted the transactions cannot be cancelled Fie Edt view Favorites Tools Help Ea Heak OA Aseh Garavortes Greda A D 4 ai EO amp Address httes tiqe hsamember comHSAlviewsaccountinfo Webpayraliservie do SY RG Links vViewpoint Vie Web Search A Amazon Search Results Y Bookmarks Pop ups 6 My Fotomat Welcome LBM JOGON Tuesday June 26 2007 HOME gt Payroll on the Web Web Payroll E ron P nep 0 new View Previous Submissions alerts sinew Payroll Allocation Promunes o a Cila Dacerintion ee POWis for employers with less than 100 accountholders If you are near 100 accountholders Q Are you sure you want to submit this payroll file Once submitted the transactions cannot be cancelled Employer Contribution please contact the Employer zam oo Service Team to discuss additional contribution options Cancel Contributions may only be entered for employee accounts in an open status LANE JENNIFER 123456786 Open ROBERTS MAX 123456785 Open SMITH MARY 123456789 Open Total Employees 6 Contribution Total Update Grand Total Save Submit Clear E Done A internet Bastert 9 204 4 8Y Od Oy D 3d 24 Slee 24 OH BY Sf A o CP MASOSSOOM ss Information contained in this guide is proprietary and confidential for employer use It is subject to update and m
32. separate notification See the password management section of the guide for additional information We are excited to offer this application and hope it meets your funding needs Information contained in this guide is proprietary and confidential for employer use It is subject to update and modification 3 ACS Mellon the HSA solution LOGGING ON TO POW Open your browser and navigate to the url www hsamember com This is also referred to as the Member website Select Employer as the Log In type In the field indicated User ID input your fourteen digit employer account number beginning with 9500998XXXXXXxX If this is your first time accessing the website the system will prompt you to change your password after your initial login Input your password and press Submit For information on changing and updating your password please see the Password Management Section of this Guide During your first login you will be required to accept the terms of use for this site You may review and print these terms and conditions at any time in the future by pressing the Privacy Policy and Terms of Use references located at the bottom of the screens Passwords must be nine characters or less and must contain one numeric value v For your privacy and protection of the data this site must operate on a 32 bit operating system Windows 95 Windows 98 Windows NT 4 0 Windows 2000 or Windows XP Internet Browser IE 5 0 or N
33. solution ACCOUNT SUMMARY amp APPLICATION OVERVIEW Upon successful logon to the site note the tabs Account Summary Account History Payroll on the Web Decision Support Tools and Investment Account Profile Displayed from left to right under the logo A description of the features of each tab is listed below EARS Helo Glossary Site wan Contact Us tLog Qut ACS Mellon the HSA solution Son EE Waloome LOM RENTAL PROPERTIES INC HOME Accourt Sanmi Account Summary E ovat P new Messages new The Currert Salance may be diferent than the Available Salance dueg to recent account activity Alerts new To see actoum activity for an earter period click the View Account History link Account HSA Checking XXAXXXXXXXX 1115 Update your email address Wily shoda do ts n Accountholier Cistent Balance Available Balance As of Date Action CCCI oy acura eropenmes nc 0 00 saoo 10202006 ViewAcount Histor Trt HSA Member Ste provides Secure access to your HSA accourt balances and Account Summary Yenzactions Date Opened 10 10 2005 Current Interest Rate 0 027 Abily to request Checks debt cards and accourt stohenent reprints a Account history information interest Paid Data dvanioadabie into popular Year to Date 0 00 Last Year 0 00 checkbook programs and opresdshests m Abily to set alerts and receive messages Privacy Pokey Terme of Use 20M A Copyrigh
34. t Mahn Financial Corporation All Rights Reserved Account Summary 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 information Account Status Frozen 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 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 Information contained in this guide is proprietary and confidential for employer use It is subject to update and modification 7 ACS Mellon Payroll On The Web This tab houses the Payroll on the Web application Please see next section of this guide for details regarding its display and use Decision Support Tools These services are primarily geared to the indi
35. tal Employees 6 Update Contribution Total 9f55 00 35 00 Grand Total sf20 00 Save Submit Clear Privacy Policy Terms of Use 2004 Copyright Mellon Financial Corporation All Rights Reserved v fE Done 1B a mens BAstar hy 204 4 E Od Oy Dd ad ad DHe ad D ad AO A 120ecenber OPMS AONA s Payroll Allocation Microsoft Internet Explorer provided by ACS Inc File Edt view Favorites Tools Help Heak gt gt A A Qsearch Favortes Beda D i EO H Address https a samembercom H5Al views eccountinfo Webpayrolservice do z co Links gt amp Viewpoint v wie Web Search Amazon fA Search Results X Bookmarks lPop ups J My Fotomat a HOME gt Payroll on the Web Web Payroll Berm P Hop Ona View Previous Submissions Slona new payroll Allocation CO ol pey2ey2007 File Description demo POWis for employers with less than 100 accountholders If you Soron a ers Employee Name Employee Payroll ID Account Status Employee Contribution Employer Contribution pee a Service Team to discuss peered Soren ort Q Are you sure you want to save this payroll file PLEASE NOTE you are NOT submitting this payroll at this time Contributions may only be entered for employee accounts in an open status SMITH MARY 123456789 Open Total Employees 6 Update Contribution Total Grand Total Save Submit Clear Privacy Policy Terms of Use 2004 Copyright Mellon Financ
36. the Web tab you will note the most recent input is displayed 1 Enter a description 2 select Update and 3 press Submit to submit this input for processing Payroll Allocation Microsoft Internet Explorer provided by ACS Inc Fie Edt View Favorites Toos Hep Back gt A A Bsearch Favorites meda S GEO Address fa https qa hsamember ber com HSA views accountinfo Webpayralservice do gt G0 tinks afl D _ ok Web Search Amazon f Search Results X Bookmarks lpop ups 4 My Fotomat Viewpoint Payroll on the Web Welcome LBM Tuesday June 26 2007 HOME gt Payroll on the Web Web Payrol Sam Pae 0 new View Previ mi n Alerts Onew payroll Allocation freorunints o meee File Description demo 2a POWis for employers with less than 100 accountholders If you 3 Toroa oons Employee Name Employee Payroll ID Account Status Employee Contribution Employer Contribution please contact the Employer JONES BILL 123456788 Open Service Team to discuss R 10 00 15 100 additional contribution options DOE ROBERT 123456787 Frozen S A Contributions may only be MARKS AMY 123456783 Open entered for employee accounts R 100 20 00 in an open status LANE JENNIFER 123456786 Open 25 foo 0 00 ROBERTS MAX 123456785 Open fi 00 0 00 SMITH MARY 123456789 Open bo w fo oo Total Employees 6 Update Contribution Total 955 00 35 00 Grand Total 90 00 Save
37. vidual accountholder reorder of statements checkbooks etc and should not be used by the employer However downloadable forms such as disclosures and signature cards can be obtained in this area of the website Investment Account Profile This displays general information about the investment funds available to an individual accountholder It is not directly related to the employer account Information contained in this guide is proprietary and confidential for employer use It is subject to update and modification ACS Mellon the HSA solution PAYROLL ON THE WEB Introduction Through logon to the secure site employee information name payroll id number and account status for employees currently on the Mellon HSA Solution recordkeeping system with your employer id will display This application is available to employers with less than 100 accounts on the recordkeeping system If your firm has 100 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 201 553 6305 or HSAEmployerSetup acs inc com to discuss alternatives Display 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 st
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