HSA Setup In GHR

We were told we could setup HSA as a separate type then spending account so that only those that qualify to be in it can elect it based on the Health Plan they elect. Pretty sure we have this figured out, however we were also told we could set separate max contributions based on the coverage option on the plan they elected and also allow for the catch-up amount based on their age. I think I also have figured out how to allow for the catch-up based on age. The one we can't figure out is how to set the max based on the coverage option of the Health Plan.

Has anyone been able to set this up and if so, willing to share how they have it set up.

Thanks

Syl

Find more posts tagged with

Accepted answers

All comments

unknown

We have that exact set-up on our HSA Account. This screen shot is from the Contribution Tab on the Benefit plan. The Employee Only Maximum is on this page, but then the Rate Table (under Family Limits) handles the Family limit. We do have the additional catch-up amount listed on the plan as well. One thing we did learn this year was the Age "as of date", we had to put the age as of December 31st of the current year. Otherwise someone who hasn't turned 55 yet wasn't able to take advantage of the catch-up.

I hope this helps!

Sylvie Vincenti

Thank you ... the rate table was what I tried and was testing and appeared to be working. so sounds like I was on the right track with that. I will keep testing it out. I did not thing about the as of date of 12/31 for the age. That is very helpful. Appreciate the help.

unknown

Hello,

This is our first year to setup an HSA plan. In our testing, we originally were defining it as type Health Savings Account, but based on this post, it may be best not to define it as that. Would either of you be able to share the pdf of the plan set-up details you have defined in GHR?

Any information is much appreciated.

Thank you,

Wardine

winman@pennstatehealth.psu.edu

Copyright © 2025 Infor. All rights reserved.