Home > A Bit Frustrated with my CU and the HSA

A Bit Frustrated with my CU and the HSA

September 23rd, 2011 at 07:48 pm

When we signed up for the HSA the lady at the credit union told us that there would be no problem with me depositing money into DH's HSA account, I just couldn't withdraw it. Well, guess what? They were wrong. I can't deposit it into his account either. I can deposit it into his savings that is attached to the HSA, I just can't do it to the HSA itself and neither can he unless he goes in in person. And he has to fill out paperwork every single time he makes a deposit. I specifically asked about this three times. Every time the lady assured me I could make the deposit.

Now I have to wait for him to come home from Alaska before I mail off these bills. He comes home on Wednesday so it's not that bad this time, but it is frustrating. These people need to be properly trained so that they tell you the facts when you sign up and not just random wrong things.

I think what we will do on the next paycheck (he'll be home for this), is to just run $2000 through the account and take it back out again. Then I can just keep track of things on a spreadsheet until I hit that $2000 mark. I might do it with $3000. I just need to add up the stack of paid medical bills from earlier in the year and see what they come to.

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