Articles

What is a Mistaken Distribution?

A mistaken distribution is a refund processed back to your HSA. You may pay your […]

How do I request an Excess Distribution?

You may request an excess distribution by completing the HSA Distribution Form and submitting it […]

What happens when I exceed my HSA contribution maximum?

If a contribution is made over the HSA maximum for the year, WEX Inc. will […]

May I transfer or rollover funds from my current HSA to my spouse’s WEX Inc. HSA?

Per IRS guidelines, HSAs are individual accounts that cannot be combined between spouses. Accounts stay […]

What is the difference between a transfer and a rollover?

Please note that transfers are unlimited from custodian to custodian. Rollovers may occur once per […]

Can I transfer or rollover HSA money from my current HSA custodian to WEX Inc.?

You may transfer or rollover HSA money from an HSA custodian to WEX Inc. by […]

When is the last day of the year to contribute to my HSA?

You will have until tax day of the following year to contribute up to the […]

Can HSA contributions be changed during the year?

Your payroll contributions may be changed. To change your contribution amount, contact your HR department.

How can I contribute to my HSA?

After enrolling in the HSA your contributions are made through payroll deductions with your employer. […]

What is the allowable catch-up contribution?

The allowable catch-up contribution for participants over 55 is $1,000. This amount adds to the […]