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Are claims incurred prior to the establishment of the HSA eligible for reimbursement from the HSA?

April 26, 2017eligible establishment HSA incurred prior Reimbursement

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Are claims incurred prior to the establishment of the HSA eligible for reimbursement from the HSA?

2 Answers

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No. Your HSA is established on the effective date of your Blue Options HSA policy. However, to officially activate your HSA, you must send in your signature card. If you delay, the IRS may infer you intended to open your account at a later date.

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No, but once the HSA is established, distributions can be made for services incurred prior to a contribution being made, as long as the service was received on or after the date the HSA was established.