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  1. HSA Account Statements

    Account Summary Statements are generated and available each month for your HSA account. When your account statement is available you will receive a notification by email directing you to view the statement details in your online account .  Once y...
  2. Beneficiary Designation

    A beneficiary is any person, trust, or entity that is designated by the financial account holder to receive some portion of the assets in the account after he or she dies. A primary beneficiary is simply first in line to receive the assets in th...
  3. HSA Rollover to Sentinel

    Guidelines for rolling funds from an existing HSA   You may choose to rollover assets from an existing HSA to your Sentinel HSA, but it important you understand some of the requirements when rolling assets in from an existing HSA.  A rollover ...
  4. Requesting Additional Benefits Cards

    You can request additional cards by logging into your online account at sentinelgroup.com .  The card request options can be found under the Profile menu within your account.   Hover over the Accounts Menu and select Banking/Cards from the p...
  5. Rebalance - Conform to Target

    Show Me How to Rebalance My Current Contributions To manage your investments or contributions, choose Manage Investments from the Manage My Account menu. From here you can update your future investment elections by selecting Change Elect...
  6. Resetting Your Login Credentials

    If you forgot your password to login to your online portal and have security questions on file, you will be able to reset your password by using the Forgot Password? Option on the login screen. Click the Forgot Password? link on the login s...
  7. Does My Daycare Provider Need To Be Licensed To Use The Dependent Care FSA?

    No, you can use the Dependent Care FSA to cover expenses for anyone who watches your children while you and your spouse are working. It can even be a family member, as long as that person is not your tax dependent. The provider must provide their So...
  8. Mileage and Parking for Medical Appointments

    If you are enrolled in a Medical FSA plan you may be able to be reimbursed for parking and mileage expenses incurred while receiving medical care. Mileage Reimbursement:   To claim mileage, you will need to submit a claim online (or use a claim...
  9. Setting Up Health Savings Brokerage Account

    Some plans offer additional investment options for your HSA through a Brokerage Account through Charles Schwab. This option allows you to select investment options outside of the core investments offered by your plan. This allows for more flexibilit...
  10. Health Savings Accounts

    ALL your Health Savings Account questions answered Who is eligible to open an HSA? The main requirement for opening an HSA is having a high-deductible health plan that meets IRS guidelines for the annual deductible and out-of-pocket maximum. To ...