Following are questions and answers about managing and maintaining member accounts.
Q: How do I add an account to an existing member?
A: If an existing employee would like to add an account to their profile (for instance, if they already have and FSA and are adding an HSA), follow these steps:
- Log in to the Online Group Service Center
- Select “Member” from the top navigation
- Within the Member screen, search for and select the member you need by name, Social Security Number or employee ID
- Select “Add an Account”
- Select the Account Type from the drop-down menu
- Complete the required fields for that account type
- Select “Save”
- Select “Continue”
- You will receive a confirmation of your changes and can return to the Member Profile view or add another account for this member
Q: How do I indicate a lifestyle change for an employee, such as a marriage, divorce or birth of a child?
A: Contact the SelectAccount Group Leader Line at toll free 1-888-460-4013 to complete a lifestyle change for an employee. You and the employee will need to complete a Qualifying Event Notification form to initiate the change.
Q: How do I check the account balance for an employee or view the contributions they’ve made to their accounts?
A: For employees who do not have Internet access at home or work, you can check their available balance and recent contributions made to their accounts by following these steps. Keep in mind that you cannot check account balance or contributions for HSAs because the account is owned and managed by the individual, not the employer.
- Log in to the Online Group Service Center
- Select “Member” from the top navigation
- Within the Member screen, search for and select the member you need by name, Social Security Number or employee ID
- When the member’s profile appears, select the “Account Information” tab
- Choose the type of account you would like to view
- The member’s account balance will appear below the account information tab
- Select the ”Contributions” tab to view past contributions
Q: How do I view the claims, or withdrawals that an employee has made against their accounts?
A: Checking claims or account withdrawals is something your employees can easily do if they’re registered with the Online Member Service Center at selectaccount.com. However, for employees who do not have Internet access at home or work, you can easily find this information for them through the following steps:
- Log in to the Online Group Service Center
- Select “Member” from the top navigation
- Within the Member screen, search for and select the member you need by name, Social Security Number or employee ID
- When the member’s profile appears, select the “Account Information” tab
- Choose the type of account you would like to view
- The member’s account balance will appear below the account information tab
- Select the ”Payments” tab to view recent withdrawal requests
Q: Can I view our fees as billed by member?
A: You can view the fees billed to your group by member through the “Reports” section of this site. You can also find this information by following these steps:
- Log in to the Online Group Service Center
- Select “Member” from the top navigation
- Within the Member screen, search for and select the member you need by name, Social Security Number or employee ID
- When the member’s profile appears, select the “Account Information” tab
- Choose the type of account you would like to view
- The member’s account balance will appear below the account information tab
- Select the ”Payments” tab to view recent withdrawal requests
Q: How do I terminate an employee’s account?
A: To cancel an employee’s account:
- Log in to the Online Group Service Center
- Select “Member” from the top navigation
- Within the Member screen, search for and select the member you need by name, Social Security Number or employee ID
- When the member’s profile appears, select the “Account Information” tab
- Choose the type of account you would like to view
- Select “Terminate Account”
- Enter the termination date
- Click “Save”