Fidelity HSA^® Approaching/Exceeded IRS Contribution Limit Triggered Communications

Campaign details

What are the goals of this campaign?

Alert account holders when they are close to or have exceeded the annual HSA IRS contribution limit.

When will these communications be sent?

These emails will be triggered once either of the following criteria are met:

• Fidelity HSA account holder has reached 80% to 99%Log In Required of their maximum contribution amount for the plan year.

• Fidelity HSA account holder has exceeded 100%Log In Required of their maximum contribution amount for the plan year.

• If no valid employee email address is on file, will send a backup printed letterLog In Required only for those who have exceeded 100% of their maximum contribution amount.

Who will receive this campaign?

Fidelity HSA account holders who are approaching or have exceeded their maximum contribution amount for the plan year based on the criteria above.

What is the call to action?

• Approaching maximum amount – Drive account holders online to review contribution rate or call to speak to a Fidelity HSA service specialist.

• Exceeded maximum amount – Drive account holders online to return excess contributions and stop contributions, or to speak to a Fidelity HSA service specialist.