IRA/HSA/CESA

The IRA/HSA/CESA Moduleallows users to determinerules for the following accounts:

§  IRA

§  HSA

§  CESA

Creating a Policy

Select the Policiesmenu option and click the Policy button for the IRS / HSA / CESA option.

Before You Begin: Saving Your Changes

Click the OK button at any time to save the policy information and make it availableto OPPSA users; however, keep in mind that the policywill close and save the information when you click OK. You will have to go to the menu screenand open the policy again to make additional changes.

Policy Name / Owner screen

Enter the policy name. The Policy Name / Owner screen displays by default. Complete this screen and then click the option immediately under Policy Name to continue.

Administration

This screen allows you to establish who will administer the policy.

Administration

Select one of the following:

§  Custodian

§  Trust

Click OK to complete the IRA/HSA/CESA process. The policy is now available to OPPSA users.

How Do I View and Manage the New Policy?

For information on displaying, editing,copying or deletingpolicies, see Creating and Managing Policies, earlierin this section.