Wellbytes HSA – Dependents are individuals who rely on you financially, and with Wellbytes HSA, managing their healthcare expenses has never been easier. By adding your dependents to your HSA, you can use your funds to cover or get reimbursed for their eligible medical expenses, ensuring their well-being while maximizing your tax savings.
Discover how to seamlessly manage dependents with Wellbytes HSA in our guide. Start empowering your family’s health today!
Dependents who can typically be added to an HSA include:
- Spouse: A legally married partner.
- Common-law Partner: An individual with whom someone has a conjugal relationship and has lived together for a specific period, meeting the criteria for common-law partnership.
- Child: The biological or adopted son or daughter of the account holder.
- Child of Spouse: The child of the account holder’s spouse, whether biological or adopted.
- Common-law Partner Child: The child of the account holder’s common-law partner, whether biological or adopted.
- Financially Supported Individual: An individual who relies on the account holder for financial support, which may include family members not covered by the previous categories, such as parents or
Wellbytes will guide you through each step and provide detailed instructions on the procedures required to effectively manage the dependants included under your Health Spending Account, ensuring you make the most of your benefits while covering their eligible medical expenses.
Add Dependent
You can add Dependent in Onboarding Process or into Main Screen. Here is specific steps:
Step 1: You choose the Home icon in the Main Screen and press Dependents button to be redirected to the View Dependent screen
Home icon in Main screen
Dependents button
View Dependent Screen
Step 2: Then you press the Add Dependents symbol in the right corner of the phone. Immediately, the Add Dependent screen will be displayed
Add Dependent icon
Step 3: You fill in Dependent’s information in turn and choose the Add button. Relying on each Dependent type, the required fields will have some differences.
Fill in required fields
Choose Add button
Confirm Changes Box will be popped up. If you’re all sure with the information, chooses Confirm to continue
Confirm Changes pop-up
Please note that in case the chosen Dependent type is Disabled Child or Student under the age of 25, you must submit relevant documents.
Disabled Child or Student under the age of 25 require documents
Document field
Step 4: When back to the View Dependent screen, you can see the submitted Dependent on screen. The Dependent status is displayed on the top
Dependent status
If Dependent status is Pending, it means this Dependent is wait to review. When documents are verified by Wellbytes team, the Dependent’s status will be updated
Once your dependent’s status is set to ‘Activated‘, they will be able to use your Wellbytes account to pay for eligible expenses.
Edit Dependent
In case you want to make some changes in your Dependent’s information, please press lightly on Dependent, then the list of actions is displayed below.
Edit Dependent option
You choose Edit Dependent to be redirected to Update Dependent Screen
Update Dependent screen
You enter the information needed modifying in the form, and then tap the “Apply” button (the process will be the same as adding a new Dependent).
Update information and choose Apply button
Once you have updated a Dependent’s information, you can view the changed details on the Dependent screen.
Note: If you want to Deactivate one Dependent, you can scroll to the bottom of the screen and choose “Deactivate” button. The Dependent status will be immediately changed to Deactivated.
Deactivate button
Thank you for trusting Wellbytes HSA to support your health benefits journey. Our team is committed to making your experience as seamless and rewarding as possible!
