Oh, and I know you didn’t ask, but we have separate providers for our HSA and FSA. We have maybe 4 people in the FSA so it’s not a big deal to send their stuff to a separate provider.
Like my friend Matt, we too use West Gate. Amber Holmberg is our contact. They’re very good. I’ve had no issues with them. It’s a simple process:
1. EE completes form which I send to Amber along with a copy of their DL.
2. Amber sends me paperwork that needs to be signed; I get with EE, get it signed and send back
3. Amber emails when the account is open with the account number
Easy peasy!!