Category: NeedHelp

June Shaffer
Since IRS regulations require that only one individual owns the HSA account, the account holder may want his/her spouse to write checks or use his/her Debit card. 
 Once you recieve your welcome kit in the mail, you will need to return the HSA Signature Card form.  This form allows you to specify an authorized […]

JGrimes
It’s important that you make the minimum opening deposit to your account in order to receive your checks and Debit card for your new account. After we receive your initial deposit, your welcome kit, checks, debit card, pin and password will arrive in separate mailings within 10 business days. 
Please note that your pin number will […]

Jonathan
A Channel refers to the medium used to convey and deliver information.  There are two major categories - Health and Finance.  The information on your channel can make it easy to connect with others who have similar interests, experience or needs.  Your Channel can only be viewed by others if you check the box that states: Make […]

JGrimes
From your Account Transactions, please select the month and year for which you would like to reconcile expenses.  A list of transactions will appear for the time period selected.  Click on Reconcile.  You will have the option to select the Category for the detailed transaction - .  Please enter the description, source, and amount.  You can […]

JGrimes
You may activate your Debit or ATM card at an ATM or by phone. At an ATM, insert or swipe your card and enter your PIN (Personal Identification Number). To activate your card by phone or to change your PIN at any time, dial the Customer Service number on the activation sticker.
Read more […]

JGrimes
At NEOS HSA Bank there are many ways to fund your account:
E Money Mover
Check or Money Order
Credit Card
Direct Deposit/Payroll Deduction - Please see forms
Registering an external bank account or credit card can be done easily online.  Log into your NEOS HSA account from www.NEOSHSA.com and proceed to the account summary.  There you will find […]

JGrimes
There are three different types of registration for The NEOS HSA.   
Employer HSA Registration:   
As an employer/owner of a company, you are offering a Health Savings Account to your employees.  Once you have completed your registration, an Employer Key code is generated for you to distribute to your employees.  The Employer Key connects employees […]

JGrimes
If a member wishes to cancel their health savings account, the request must be made in writing and mailed or faxed to:
NEOS Healthcare
10851 N. Black Canyon Highway
Suite 560
Phoenix, AZ  85029
Fax: 602-944-2836
If there is a balance on the account when the account is closed, the bank will mail a check directly to the account […]

JGrimes
Are my sign in and password case sensitive?
No.  However, once you enter your User ID and Password you must remember to tab over and then hit enter.  Or be sure to click on the logon button.  If you simply hit enter after you have entered your password, the website will not recognize your password and prompt you to […]