Alliant Health Savings Accounts are moving

Learn more about upcoming changes to your Health Savings Account

The Run Down
  • The transition from Alliant to Health Equity is expected to be done by the end of the year. Visit www.healthequity.com/alliant/members/ to see the full timeline.
  • Browse our FAQs to learn how this transition impacts your account
  • You can still open an Alliant HSA until October 1, 2017 but it will move to HealthEquity in early November

Alliant will be resigning as custodian of all Health Savings Accounts effective November 9, 2017.

We have partnered with HealthEquity, an IRS-approved HSA custodian and one of the leading HSA administrators in the country, to serve as the new custodian for most all of our HSAs. Alliant will be sending you more information about these changes within the next few weeks. You may also receive information from your employer about the change.


A note to current Donnelley Financial Solutions employees:

Donnelley Financial has been advised that effective November 9, 2017, Alliant Credit Union, the existing HSA Administrator, has agreed to transfer their HSA business to HealthEquity. In preparation for the sale, Donnelley Financial has selected Optum Bank as the new HSA custodian. Learn more


How the HSA move impacts Alliant members

Learn more about what's happening with Alliant HSAs

Where are Alliant HSAs going?

We've partnered with HealthEquity to offer our members a best-in-class HSA platform. Read the full press release to learn more.

What's the timeline of the transition?

The transition from Alliant to Health Equity is expected to be done by the end of the year. See the full timeline.

Am I still an Alliant member?

Your HSA may be moving, but you're still an Alliant member & can take advantage of the perks of membership.

Can I still offer Alliant HSAs to my employees?

We're still partnering with companies to offer the perks of membership to their employees, but won't be offering HSAs. For more information about HealthEquity’s employer offerings and portal visit www.healthequity.com/alliant/er/.

Have additional questions?

Review our frequently asked questions to learn more about how the Alliant + HealthEquity partnership impacts members.

Health savings account 101

With an Alliant Health Savings Account, you, your employer, or someone on your behalf can deposit funds to pay for current or future medical expenses. Funds used for qualified medical expenses, including dividends, are tax-free7. Unused funds remain in the HSA year after year, earning tax-deferred dividends. Unlike a Flexible Spending Account (FSA), there's no "use it or lose it" provision in an HSA.

Once you are age 65 or become disabled, you can withdraw funds from your HSA for both medical and non-medical expenses (but the non-medical uses will be taxable at that time.)

The information above is not intended to be tax advice. Each individual’s tax situation is different. You should consult with your tax professional to discuss your personal situation.

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Annual Contribution Limits

HSA Guidelines for 2017

 

  HSA Contribution Limit HDHP Minimum Deductible HDHP Maximum Out-of-Pocket HSA 55+ Contribution Limit
Single $3,400 $1,300 $6,550 $4,400

Family

$6,750 $2,600 $13,100 $7,750

If you use an HSA to pay for unqualified medical expenses, the tax penalty is 20% of the HSA distribution.

 

HSA Guidelines for 2018

  HSA Contribution Limit HDHP Minimum Deductible HDHP Maximum Out-of-Pocket HSA 55+ Contribution Limit
Single $3,450 $1,350 $6,650 $4,450

Family

$6,900 $1,350 $13,300 $7,900

If you use an HSA to pay for unqualified medical expenses, the tax penalty is 20% of the HSA distribution.

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