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    ComplaintsforBenefitWallet

    Health Savings Administrators
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    Complaint Details

    Note that complaint text that is displayed might not represent all complaints filed with BBB. See details.

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    Complaint Status
    Complaint Type
    • Complaint Type:
      Order Issues
      Status:
      Answered
      HSA receipt denials. I have provided requested information multiple times and continue to get insufficient information on denials. I have submitted appeals to not receiving any documentation on appeals. Received a letter that it is still open to submit but the people on the phone say that it cannot be resolved.

      Business response

      05/06/2024

      **************,

      We apologize for any inconvenience this may have caused you. Our records indicate that the claim you were trying to appeal was for 2021 plan year. The 2021 plan year is closed and there is no action that can be taken on a closed plan year. Also, as indicated on the Account Claim Appeal Form, appeals must be received by Benefit Wallet within 180 days of the date Accountholders received notification of the initial denial. You were initially notified of the denial on 11/15/2021 but the appeal was only received 11/17/2023, which is 732 days after the initial denial. If you need further assistance, you may call us at *************, our hours of operations are from Mondays to Fridays, 8AM 8PM ET.

      Sincerely,
      The BenefitWallet Team
    • Complaint Type:
      Billing Issues
      Status:
      Answered
      HealthEquity is not reading the letter from BenefitWallet accurately regarding the transfer of HSA accounts from ********************** to HealthEquity. Fidelity did reach out to them and BenefitWallet in the required time. I did not want HealthEquity to be the custodian of my HSA account. I want the investment funds transferred to Fidelity in-kind and the cash portion of my HSA account transferred to Fidelity too.

      Business response

      05/03/2024

      ******************,

      We apologize for any inconvenience this may have caused you.Our records show that your account with ********************** has been closed since 03/05/24 due to the transition to Health Equity. You were informed about the transition to Health Equity when you inquired about the transition to Health Equity with the BenefitWallet call center on 02/13/2024 and when you contacted the BenefitWallet call center again on 3/02/2024. Since your account is already with Health Equity and every custodian has their own process, you will need to contact Health Equity at ************ for assistance in transferring your funds and investment to your new custodian,Fidelity. We appreciate you reaching out to us regarding this matter. 

      Sincerely,
      The BenefitWallet Team

      Customer response

      05/09/2024


      Complaint: 21618984

      I am rejecting this response because:

      I do not recall those calls to BenefitWallet on those dates.  If I did make those calls, they were not answered by BenefitWallet.  They were not available during this transfer 

      to HealthEquity.  Maybe if they were available, I wouldn't have this problem right now.  My HR department (I am retired) said a lot of people were complaining that they 

      couldn't get through to BenefitWallet.  I think they wanted to make  it difficult for anyone wishing not to have their account transferred to a custodian other than HealthEquity./





      Regards,

      *****************************

      Business response

      05/13/2024

      We apologize for any inconvenience this may have caused you.

      Per our 5/02/2024 reply, our records show that your account with ********************** has been closed since 03/05/24 due to the transition to Health Equity which you were informed about by the BenefitWallet call center on 02/13/2024 and 3/02/2024, by directly contacting or being transferred to BenefitWallet call center.

      The conversion of your account cannot be reversed now that it is with HealthEquity. We suggest you consult with a tax advisor to see if there is any other way for you to adjust your account.

    • Complaint Type:
      Service or Repair Issues
      Status:
      Answered
      On 02/14/2024,03/05/2024,03/15/2024 Benefit wallet has declined my card at almost every pharmacy I intend to use it at for HSA covered items.This issue has occurred at several locations.On 01/15/2024, benefit wallet has also declined the use of my card at an ATM where I based on their policy should be eligible to submit receipts for items purchased.My money and the money from my employee is more useful in a fireplace than it will ever be at those greedy losers business.They steal your money at the end of the year, they dont care about you. They lie about IRS codes to claim you cant make those purchases.Every dental appointment Ive had had a small purchase around 50$,They denied my claim and made me submit my dental insurance explanation of benefits. Regardless my claim should be covered because its at a **** dentist.

      Business response

      03/26/2024

      ****************

      We apologize for any inconvenience this may have caused you. We do not see your attempts for using your debit card on the dates you mentioned. Normally our system would detect when an attempt is made to use a debit card and if the debit transaction was approved or denied. With respect to your denied claim comments, we have reviewed your claims and have confirmed that they were processed correctly. We have arranged for someone to contact you for assistance with your account.

      Respectfully,
      The BenefitWallet Team
    • Complaint Type:
      Sales and Advertising Issues
      Status:
      Unresolved
      I sent a death certificate to them, the week of January 22, 2024. I had not received a response after 5 weeks. I contacted them and they said they had no record of it and had to open a "case". I have not had any updates and when calling, have to go through multiple people to try to get an update. This is holding up an estate and I am fearful that because they lost it, personal information could become public.

      Business response

      03/18/2024

      ****************,

      We apologize for any inconvenience this may have caused you and we are very sorry for your loss.Our records indicate that you called on 03/06/2024 and was advised we have received the death certificate.  On 03/05/2024, we returned to you the death certificate along with a letter about the check disbursement. The account was closed as you have requested, and the check disbursement was issued on 03/14/2024. You should receive this check in 7-10 business days. If you need further assistance, you may call us at *************, our hours of operations is from Mondays to Fridays, 8AM 8PM ET and weekends, from 9AM 6PM ET.

      Sincerely,
      The BenefitWallet Team

      Customer response

      03/18/2024


      Complaint: 21394115

      I am PARTIALLY rejecting this response because: 1. I called after I submitted the complaint to BBB. 2. I was told I would be called regarding any updates on this and I have never received any calls, which is why I had to reach out. 3. I DID receive the death certificate back. I have not yet received a check. I did not understand why a check had not been issued on 3/5/2024 when it was indicated the death cert was received. 

      I am very happy to close this case as soon as I receive my funds. It appears as though I still need to wait for it to arrive. 



      Regards,

      *******************

    • Complaint Type:
      Product Issues
      Status:
      Answered
      The 21st of February got approved. Still waiting on reimbursement check

      Business response

      03/19/2024

      ****************,

      We apologize for the delay of your reimbursement and for any inconvenience this may have caused. Our records indicate that your request to change to direct deposit reimbursement has been approved and your reimbursement has been processed on 3/19/24 for a direct deposit to be made to your account. You should receive this in 3-5 business days. If you need further assistance, you may call us at ************. We are open on weekdays from 10AM 10PM EST.

      Sincerely,
      The BenefitWallet Team
    • Complaint Type:
      Product Issues
      Status:
      Unresolved
      I have an HSA acct with this **********************, I do not use this anymore and forgot about. There was a small amount in this account (********** I sent them a message asking how to close this account and get the amount paid out. The business did not respond and went back to the website and found out I can have them issue a check to me. They did, the check bounced and my bank charged me a $10 fee. Also I received a letter from this busyness stating that they will charge me $12.68 (the remainder of my balance) as a 'service fee'. I am seeking a refund for my balance plus the bank fee the bad check.I'd also like a recommendation from BB for legal action to take against this company.

      Business response

      03/04/2024

      **************,

      We understand how upsetting it must be to have your check returned. Our records indicate that you issued the check online on 01/13 but only attempted to cash it on 02/06. Your check was returned due to insufficient funds. January monthly maintenance fee has been deducted on your account on the last ********************** day of the month. At this time,your account is being scheduled to be transferred to Health Equity along with the remaining balance of your account. A debit card from Health Equity was mailed on the week of 02/12 which will allow you to access your balance once transferred by 03/08. If you have not received this, you may call Health Equity at ************

      Sincerely,
      The BenefitWallet Team

      Customer response

      03/06/2024


      Complaint: 21310985

      I am rejecting this response because: I cashed this check ONE WEEK after I received it. Your assumption is wrong and you failed your customer. Just try some honesty towards your customer. If this was a larger amount, you'd find yourself in court.

      Regards,

      ***********************
    • Complaint Type:
      Order Issues
      Status:
      Answered
      BenefitWallet continually denies reimbursement claims and states a different reason every time. The newest is that the receipt for my sons daycare isnt signed. Its a receipt, there is nothing to sign and a signature is not listed on the required items.Further, its the same daycare and receipt form that has been submitted for the last two years.

      Business response

      03/01/2024

      **********,

      We have reviewed your claims and have confirmed that they were processed correctly. We have arranged for someone to reach out to you for assistance in your account.

      Sincerely,
      The BenefitWallet Team

      Customer response

      03/06/2024


      Complaint: 21290855

      I am rejecting this response because:

      They only processed my claims AFTER I filed a complaint with the better business bureau.

      Regards,

      ***********************
    • Complaint Type:
      Customer Service Issues
      Status:
      Answered
      I have submitted a claim with benefit wallet which says was approved on 1/15/24. I checked app and says a total of $4086 was paid which I never received. I have been trying to get ahold of someone for the past 3 weeks and no one answers. I have been on hold for up to two hours and not got ahold of anyone. I have emailed and only got an auto reply telling me to call the same number I have been calling.

      Business response

      06/05/2024

      Dear **************,

      Per review of your claims history, there are no claims received or processed. 

      Since then, your account balance transferred to HealthEquity in March 2024.

       

    • Complaint Type:
      Product Issues
      Status:
      Answered
      All of 2023., I saved money in Benefit Wallet to cover dental and Vision expenses. I could never get a claim filed, they Still have my money, I have a March deadline to use money from 2023, but I am unable to file a claim. The website has my account inactive with $600 as a balance, I can never get a person on the phone. When attempting to call and asked to enter thelast 4 of social security number, I get a message saying it's invalid. This company is the worse, and is attempting to keep my money.

      Business response

      03/01/2024

      ****************,

      We apologize for any inconvenience this may have caused you. This is a busy time of the year and we are receiving high call volume. Hold time may take longer than usual. You can file a claim by logging in online at mybenefitwallet.com even if your account shows inactive as long as the service was incurred during your active plan year. You can click File A Claim from the home page and include an itemized receipt of the service you want to get reimbursed for. . If you need further assistance, you may call us at *************, our hours of operations is from Mondays to Fridays, 8AM 8PM ET and weekends, from 9AM 6PM ET.

      Sincerely,
      The BenefitWallet Team
    • Complaint Type:
      Customer Service Issues
      Status:
      Answered
      I can not even get a hold of Benefit Wallet customer service. I was locked out of my account 9 days ago. An hour on the phone with **************** could not get me signed back into my account. ******* could barely speak English but finally said something about filing a website case & that I should call back ***** business days, then 5 days. ***** business days, 5 days. It made no sense. Calling now 9 days later to try again to access my account I can not even get anyone to answer the phone. I was on hold yesterday -the call back system just puts you on hold a second time. I got no one. And today I just held for 3 1/2 hours & gave up. I cant file my taxes until I can access my account statements. This is not the first time Ive had outrageous service from Benefit Wallet.

      Business response

      06/05/2024

      Dear. ******************,

      We see that you spoke to the BenefitWallet call center on 2/13/2024 and they walked you through the website and they provided you with a security code. It appears that your issue had been resolved.

      Since then, your account balance was transferred to HealthEquity in April 2024.

       

       

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