Excess balances at the end of a plan month will be carried over to the subsequent plan month as long as you continue to be eligible to participate. You may adjust your monthly plan election(s) to avoid having an excess balance in a CBP Account.
Excess balances at the end of a plan month will be carried over to the subsequent plan month as long as you continue to be eligible to participate. You may adjust your monthly plan election(s) to avoid having an excess balance in a CBP Account.
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Benefit Resource and BRI are tradenames of Benefit Resource, LLC. Benefit Resource, LLC is an affiliate of Inspira Financial Health, Inc. and Inspira Financial Trust, LLC. Benefit Resource, LLC does not provide legal, tax or financial advice. Please contact a professional for advice on eligibility, tax treatment and other restrictions. Inspira and Inspira Financial are trademarks of Inspira Financial Trust, LLC.
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HSA Custodial Services are provided by a separate financial institution. See your HSA Account Agreement for specific account terms.
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