Save on eligible healthcare and dependent care expenses, tax-free.
Set aside money from your paycheck before any federal and most state and local taxes are applied.
The Health Savings Account (HSA), Health Care Flexible Spending Account (FSA) and Limited Purpose FSA are for healthcare expenses.
The Dependent Care FSA is for childcare or elder care expenses so you can work.
*You can't be enrolled in a non-HDHP medical plan, including Medicare, and your spouse can't be enrolled in a Health Care FSA (even through their employer). If your spouse is enrolled in Medicare, you can only contribute up to individual limits.
**If you begin contributing to an HSA in the middle of the year: the annual limit amounts assume you’re enrolled in an HDHP medical plan for the entire year. If you’re not, the amounts become prorated. If you contributed to an HSA at another company this year, those contributions count toward the annual limit.
***FSA funds can't be used for expenses for domestic partners and/or other dependents who don't qualify as tax dependents.
The Limited Purpose FSA is for dental and vision expenses only. By contributing to an HSA and a Limited Purpose FSA, you can reserve your HSA balance for medical expenses, rather than dental and vision expenses. The Limited Purpose FSA also allows you to access funds for dental and vision expenses in the beginning of the year rather than waiting until funds are available in your HSA.
Whether you save or spend your HSA funds, a little can go a long way. Even contributing $25 a month helps you set aside $300 a year for healthcare expenses.
Even if you leave Caliber or move to a different medical plan, the money in your HSA goes with you. So that means you have an emergency fund when you need it.
Every dollar you contribute to your HSA or FSA is pre-tax — meaning you don’t pay taxes on it. That helps lower your taxable income each year and keeps more money in your pocket for everyday expenses.
If you’re enrolled in the HSA, Health Care FSA or Limited Purpose FSA, you’ll get a debit card from HSA Bank to pay for eligible expenses directly. If you’re enrolled in the Dependent Care FSA, you’ll pay out of pocket in most cases and submit receipts to get paid back. Save receipts for any purchases in case you need them.
Log in to your HSA Bank account anytime to check balances, contribution history, communications and claimClaimA bill submitted by a healthcare provider or by you to an insurance company to request payment for medical services or treatments received. status.