How to Get Reimbursed from HSA Bank of America (BoFA) | HSA Awareness

Health Savings Accounts (HSAs) are a great way to save for medical expenses tax-free. If you have an HSA with Bank of America (BoFA) and need to get reimbursed for eligible expenses, here's how you can do it:

1. Keep Your Receipts:

• Save all your receipts for medical expenses that you want to reimburse from your HSA.

2. Log into Your BoFA Account:

• Access your Bank of America online banking or mobile app.

3. Navigate to the HSA Section:

• Find the HSA section in your account dashboard.

4. Submit a Reimbursement Request:

• Follow the prompts to submit a reimbursement request.
• Upload copies of your receipts for verification.

5. Wait for Approval:

• Bank of America will review your request and approve the reimbursement if the expenses are eligible.

6. Receive Funds:

• Once approved, the funds will be transferred to your linked bank account or a check will be mailed to you.

Remember to keep track of your HSA reimbursements for tax purposes and to ensure you are using the funds for qualified medical expenses.

Health Savings Accounts (HSAs) are an incredible financial tool that allows you to save for medical expenses without the burden of taxes. Managing your HSA with Bank of America (BoFA) is straightforward. Here’s a detailed step-by-step process to get reimbursed for your eligible expenses:

1. Keep Your Receipts:

• Make sure to save all your receipts related to medical expenses for easy reimbursement.

2. Log into Your BoFA Account:

• Either use the Bank of America online banking site or the mobile app to log in to your account.

3. Navigate to the HSA Section:

• Locate the specific HSA section on your account dashboard for easy access.

4. Submit a Reimbursement Request:

• Carefully follow the prompts to submit your reimbursement request.
• Don't forget to upload copies of your receipts for verification purposes.

5. Wait for Approval:

• The Bank of America team will review your request to determine if the expenses qualify for reimbursement.

6. Receive Funds:

• Upon approval, watch for the funds to either hit your linked bank account or come as a check in the mail.

Don’t forget to: Keep track of your HSA reimbursements for tax regulation compliance and to ensure you are indeed utilizing the funds for qualified medical expenses.