Deactivations are intended to allow you to ultimately remove or deactivate members.
Deactivation is most relevant for significant employment status changes, such as resignation or layoff.
Language Note
Individuals who are part of an organization are referred to as members. You may also know members as account holders, consumers, employees, or participants.
How to deactivate a member
Select the Members tab to choose the desired individual.
Select the overflow menu icon (aka three vertical dots) on the desired member.
Choose Deactivate.
Select Yes, Deactivate Member.
Confirm you want to deactivate this member by selecting Deactivate Member.
Once a member’s deactivation Date has been scheduled, their status will become Deactivation Pending, and you will be able to see when their deactivation is scheduled to be completed.
Deactivation dates cannot be changed
If you accidentally deactivated a member or want to change the deactivation date, reach out to a member of our operations team to get it changed.
Once you have deactivated a member, their employment status will become Inactive. You can view the deactivation date by hovering over the status or by clicking on their member profile.
Getting access to inactive member profiles
Only partner administrators can access inactive member profiles, so if you’re an organization administrator who needs access to an inactive member’s profile, reach out to the appropriate partner administrator for help.
Deactivating a member with only an HSA
When you deactivate a member who only has a health savings account (HSA), several downstream effects occur:
Transferring their HSA to retail
Moving the member from Active to Deactivated under employment status
Sending an email and mailing a physical letter to the member, letting them know their HSA has been transferred to a retail account
These communication channels ensure them they will still have the same access to their HSA and give them instructions for logging into their account if their login instructions have changed. Additionally, it will explain any fees and contributions affected by the account being transferred.
When you deactivate a member with only an HSA, these downstream effects happen immediately on the date selected.
Deactivating a member with non-HSA benefits
Deactivating a member who has other accounts or benefit types, like a DC-FSA, FSA, or HRA, works slightly differently. When you select a deactivation date, the final inactive date will be dependent upon how long the accounts stay open due to run-out and extension periods.
The downstream effects for deactivating a member who has other accounts and benefit types are slightly different:
We’ll cancel future recurring contributions. Contributions that are already scheduled or in progress may still be processed.
We’ll cancel all cards (primary and dependent) after extension and run-out periods.
We’ll allow access to accounts until the end of their extension and run-out periods, then access will be cut.
Here's an example. Let’s say you’re deactivating Sean, who has an FSA and a remote work benefit. If your selected deactivation date is 12/15/25 and his FSA has a five-day extension period, his account won’t officially become inactive until 12/20/25.
His remote work benefit also has a 15-day extension and a 30-day runout period, so that benefit won’t become fully inactive until 1/15/26.
In this case, Sean’s true inactive date in the system becomes 1/15/26 even if some of their benefits become inactive along the way.
Deactivating a member who has an HSA and non-HSA benefits
In certain cases, you might have to deactivate a member with both an HSA and other benefit types. This process is a combination of the previous two.
Deactivating a member with a combination follows the same process detailed above in the “Deactivating a member who has other accounts or benefit types” section in that all run-out and extension periods must be completed before the member is marked inactive in the system.
The only difference is that on that final deactivation date, all the relevant downstream effects that come with deactivating a member with an HSA will occur:
Transferring their HSA to retail
Moving the member from Active to Deactivated under employment status
Sending an email and mailing a physical letter to the member, letting them know their HSA has been transferred to a retail account
For example, let’s use Sean’s case. Once his remote work benefit’s 30-day runout finished, he would be marked inactive in the system, and on 1/15/26 his HSA would be transferred.
Unenrollment vs deactivation
Unenrollment allows you to remove members from one or more benefits while still keeping members active at the organization. Deactivation removes members from the organization entirely and triggers all downstream effects to offboard them from your system.