HSA Bank

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution is satisfactory to me. A few comments:1) I am very happy with the way HSA Bank responded once I filed the complaintThey transferred the money quickly back to my account, and made some classy moves of providing me with the updated tax form right away, and not even charging me the standard fee they could have chargedThey sent me letters signed by the person actually handling this that included her phone number I could call directly if I had questionsI didn't call because they handled this well, and I consider this matter resolved.2) HSA Bank needs to make a major revision to the way they process these kinds of issuesThe bottom line is that this type of issue ought to be resolved within business days the first timeThe customer shouldn't have to be repeatedly calling and waiting weeks at a time to get this done -- its a hassle for everyoneWhatever process they have in place, they need to make a major revision to make it about times more efficient at the outset
Regards,
*** ***

April 1, *** *** ***
*** *** *** *** ***
*** *** ** *** RE: Letter to the Consumer Financial Protection Bureau, Case # *** Dear Dr***: I am writing in response to your recent letter to the Consumer Financial Protection
Bureau regarding an account at HSA Bank, a division of Webster Bank, N.A My research regarding your concerns as outlined in your letter indicates the following: JPMorgan Chase communicated with account holders in December 2014, and again in January 2015, that HSA Bank, a division of Webster Bank, NAwas going to be your new Health Savings Account (HSA) custodianIn September 2015, JPMorgan Chase sent a detailed communication; and a Transition Kit was sent to you by HSA Bank to the above referenced addressDetails regarding the migration from JPMorgan Chase to HSA Bank, indicating that a migration would take place on October 24, occurred as scheduled The enclosed Transition Kit explained that in addition to HSA Bank as your new HSA custodian, your investment account would also transition to a new broker-dealer and investment custodianYour investment assets transferred “in kind” to the new investment account; and the investment sweep that was in place prior to the migration transferred as well On November 25, 2015, the funds in the cash portion of your HSA transferred back to your investment account because the sweep feature on your account was still activeHSA records indicate that per your request the sweep feature was suspended on December 17, It is my understanding that you have been communicating with MrPhilip Tranchese from HSA Bank via email and he has advised you that HSA Bank has credited you for your investment losses, investment fees and lost interest on the accountThese losses were incurred after HSA Bank followed your electronic settings to sweep funds from your cash account to your investment accountWhile the Bank does not agree that it is responsible for poor investment results in this circumstance, our reimbursement of your losses is intended to resolve any further dispute and to demonstrate our commitment to customer satisfaction Please refer to the adjustments as indicated below: Investment Adjustment - $Interest Adjustment - $Investment Fee Adjustment: $eafor months (Dec thru April 2016) - $ Total - $ Additionally, HSA Bank provided you with a check in the amount of one hundred dollars ($100.00) as final settlement of the concern raised about HSA Bank’s investment portalWe encourage you to close or contact HSA Bank to close your investment account that now has a zero balance. HSA Bank cannot close your investment account without your authorization; but please be advised any future investment fees incurred after April will not be reversed At Webster and HSA Bank we strive for excellence in everything that we do and take pride in our customer service and have addressed and shared this matter with the parties involved and their upper levels of managementI have submitted your remarks concerning this to our Voice of the Customer program which is reviewed by our executive management Please contact me directly at ###-###-#### with any additional concerns or questions Sincerely, *** ***
*** *** ***
*** ** *** *** *** *** *** Cc: Consumer Financial Protection Bureau

Dear Ms***,
I am writing in response to your recent letter to the RevDex.com regarding your daughter’s account at HSA Bank, a division of
Webster Bank, N.A I apologize for any frustration and/or inconvenience
you may have
experienced
While researching your concerns regarding the distribution of
your daughter’s HSA, I was able to find the following information:
Our records indicate that on January 19, you called and
spoke with an HSA Bank representative to report the passing of your daughter
*** ***. Since your daughter did not
have a beneficiary designated on her account, on January 20, we mailed the
required Executor of Estate paper work listing the documentation needed to
properly close your daughter’s account.
On February 17, HSA Bank received a letter from you requesting HSA
Bank close your daughter’s account and release the funds. HSA Bank informed you that you needed court
documentation in order to close your daughter’s account, such as a Small Estate
Affidavit On March 12, 2015, HSA Bank received
another letter from you requesting HSA Bank release the funds in the HSA Bank account,
as well as release the tax documents. HSA Bank again informed you
that proper legal documentations were needed
On May 27, 2015, HSA Bank received a Certificate of Voluntary
Administration that was issued on May 19, 2015, by the Surrogate’s Court of the
State of New York, Erie County. This
document only allowed HSA Bank to release information regarding
your daughter’s account held by HSA BankThe Certificate of Voluntary
Administration did not authorize HSA Bank to release any funds. On June 20, multiple representatives
advised you that HSA Bank was unable to release any funds and/or close the
account until proper legal documentation was received. HSA Bank accepted your daughter’s Death
Certificate, released the tax documents to you and provided you with your
daughter’s HSA Bank account balance at the time of her passing.
In order to go forward with the closing of your daughter’s
account, HSA Bank will require an updated Court Order, authorizing HSA Bank to
release any and all funds, as well as close the account. Per your
conversation with a supervisor on June 24, 2015, once the correct documentation
is obtained, you may email them to the email address provided to expedite
processing. However, in addition, HSA Bank will also require an original
certified copy of the Court Order before releasing funds Please forward to Attn: Crystal S***, *** *** *** ** *** *** *** *** *** ** ***
At Webster and HSA Bank we strive for excellence in everything
that we do and take pride in our customer service I apologize again for your experience
regarding this matter
If you have any questions or would like further assistance,
please feel free to contact our Customer Contact Center toll-free at
###-###-#### or international ###-###-#### Monday through Friday between the
hours of a.mto p.mCST and Saturday a.mto p.mCST
Sincerely,
Charlotte K***HSA Bank

RE: Letter to the Revdex.com, # *** Dear Ms***: I am writing in response to your recent letter to the Revdex.com regarding an account at HSA Bank, a division of Webster Bank, NAI sincerely apologize for any frustration and inconvenience you experienced
My research regarding your concerns with your HSA Bank account indicates the following: Due to conflicting information received from your employer, there was an issue with the closing and opening of your HSA Bank accounts which resulted in the assessment of additional feesOn March 30, 2016, a refund check in the amount of $was mailed to your address on file as indicated aboveThe refund represents the $closing fee and two (2) health savings account service fees each in the amount of $for January and February of At Webster and HSA Bank we strive for excellence in everything that we do and take pride in our customer service I regret that you received less than our expectationsWe take these matters seriously and have addressed and shared this matter with the parties involved and the appropriate levels of managementI have also submitted your remarks concerning this to our Voice of the Customer program which is reviewed by our executive managementPlease contact me directly at ###-###-#### with any further concerns or questionsSincerely, Customer Relations Specialist Office of the President Cc: Revdex.com

[A default letter is provided here which indicates your acceptance of the
business's response. If you wish, you may update it before sending it.]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution is satisfactory to me.
Regards,
*** ***

At Webster and HSA Bank we strive for excellence in everything that we do and take pride in our customer serviceA written response addressing Ms***’s concerns has been sent via US Postal mail to her address on fileTell us why here

Revdex.com: In the company's response they said that they contacted me directly and sent out a letter They did not contact me or send me a letter I contacted the company myself and they had no record of any of that This company obviously lied, I believe that there might be a scam or some kind of fraud happening I would like to resolve this because I believe that they stole the fees from my account which should not have been charged They are purposely trying to sweep this under the rug because I believe they are purposely overcharging clients to steal their pre-tax money
I have reviewed the response made by the business in reference to complaint ID ***, and have determined that this does not resolve my complaint. For your reference, details of the offer I reviewed appear below
[To assist us in bringing this matter to a close, we would like to know your view on the matter.]
Regards,
*** ***

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and have determined that this does not resolve my complaint. For your reference, details of the offer I reviewed appear below
The response from the business is incomplete They claim they had no contact from us, however I have emails between us and HSA bank which include the completed application for the new account as well as assurances in writing from their representative that the transfer would be completed I have attached a copy of such email where I had inquired as to the status on 5/29/and was informed that everything needed for the transfer had been received and that it would be completed There was no reason it shouldn't have been done, I have been informed by another representative ([email protected]) that it was indeed their error that the transfer was never completed and they should be responsible They need to refund the charges due to their error
Regards,
*** ***

At Webster and HSA Bank we strive for excellence in everything that we do and take pride in our customer serviceA written response addressing Ms***’s concerns has been sent via US Postal mail to her address on file

[A default letter is provided here which indicates your acceptance of the
business's response. If you wish, you may update it before sending it.]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution is satisfactory to me.
Regards,
*** ***

Revdex.com:
I have reviewed the response made by the business
in reference to complaint ID ***, and have determined that this does not resolve my complaint. For your reference, details of the offer I reviewed appear below
[To assist us in bringing this matter to a close, we would like to know your view on the matter.]
Regards,
*** ***

At Webster and HSA Bank we strive for excellence in everything that we do and take pride in our customer serviceA written response addressing Ms*** concerns has been sent via US Postal mail to his address on file

Hello,HSA Bank is a division of Webster Bank, N.A.Our written response to the customer was just sent on July 19, 2017; she may not have received it yetWe do not have control over US Postal service deliveryAdditionally, as this was handled at an executive level at HSA Bank; the representatives she spoke with would not have any knowledge of this issue or responseSincerely, *** ***Office of the PresidentWebster Bank, N.A

This is the worst customer service I have ever experienced. I've been onhold for 3 hours and I have a sick child. HSA bank should be ashamed.

May 26, *** *** RE: Letter to the Revdex.com, Case # *** Dear Mr***: I am writing in response to your recent letter to the Revdex.com regarding an account at HSA Bank, a division of Webster Bank, NAI apologize for any frustration you may have
experiencedAt Webster and HSA Bank we strive for excellence in everything that we do and take pride in our customer servicePlease be assured we take these matters seriously and have shared this matter with the appropriate levels of managementMy research regarding your concerns outlined in your letter indicates the following: When you first contacted HSA Bank on March 24, 2016, you were unfortunately provided incorrect information as to what form was required to complete your request to return your contribution and close your accountHSA Bank received the correct Health Savings Adjustment Form on April 8, In your subsequent calls to HSA Bank in April 2016, you were informed that HSA Bank had received your request and that it was in processI regret you were not contacted with the status of your request as promisedOn May 23, 2016, your request was completed and the remaining balance was transferred to the external bank account on fileYour account closed on May 26, HSA Bank makes every attempt to process such requests in a timely mannerI apologize again for the misinformation provided and for any inconvenience you may have experienced due to the delay in processing your requestI have also submitted your remarks concerning this to our Voice of the Customer program which is reviewed by our executive managementPlease also contact me directly at ###-###-#### with any further concerns or questionsSincerely, *** *** Customer Relations Specialist Office of the President Cc: Revdex.com

[A default letter is provided here which indicates your acceptance of the business's response. If you wish, you may update it before sending it.]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution is satisfactory to me.
Regards,
*** ***

May 18, 2016RE: Letter to the Revdex.com, # *** and the Office of the Comptroller of the Currency, Case #03080279Dear Mr***:I am writing in response to your recent letter to the Revdex.com and the Office of the Comptroller of the Currency regarding an account at
HSA Bank, a division of Webster Bank, NA I apologize for any frustration you may have experienced.At Webster and HSA Bank we strive for excellence in everything that we do and take pride in our customer service Please be assured we take these matters seriously and have shared this matter with the appropriate levels of management.My research regarding your concerns outlined in your letter indicates the following:HSA Bank received your request to close your account on April 8, However, due to an extremely high volume of requests, there was a delay in processingIn your subsequent calls to HSA Bank in April 2016, you were informed that HSA Bank had received your request to close your account and that it was in processOn May 13, 2016, a check for the balance of the account was sent via overnight mail and delivered to your address on file as referenced. Subsequently, your account closed on May 14, Due to the circumstances, HSA Bank has waived the $closing feeHSA Bank makes every attempt to process such requests in a timely manner I apologize again for any inconvenience you may have experienced due to the delay in processing your requestI have also submitted your remarks concerning this to our Voice of the Customer program which is reviewed by our executive managementPlease also contact me directly at ###-###-#### with any further concerns or questions.Sincerely,*** ***Customer Relations SpecialistOffice of the PresidentCc: Revdex.com Office of the Comptroller of the Currency

January 14, 2016 *** ** *** *** ***
*** * * *** RE: Letter to the Revdex.com, # *** Dear Mr***: I am writing in response to your recent letter to the Revdex.com regarding an account at HSA Bank, a division of
Webster Bank, NAI sincerely apologize for any frustration and inconvenience you experienced. At Webster and HSA Bank we strive for excellence in everything that we do and take pride in our customer service I regret that you received less than our expectations My research regarding your concerns with your HSA Bank account indicates the following: Our records reflect that when you called HSA Bank on November 24, regarding your request to remove funds from your HSA Bank account, you were instructed to complete an excess removal formHowever, due to an error on HSA Bank’s part, you were sent a contribution correction form instead On November 25, 2015, HSA Bank contacted you via email to request you call them regarding this issueDuring that conversation it was determined that you had been provided with the incorrect form and they sent you, via email, the correct excess removal formThe excess removal form was received and submitted for processing that same day; November 25, HSA Bank makes every attempt to process requests in a timely manner and we apologize for the incorrect information you were provided with, and for the delay in processing your requestI have verified that the transfer in the amount of $3,to *** *** *** *** was completed on January 13, 2016. We take these matters seriously and have addressed and shared this matter with the parties involved and the appropriate levels of managementI have also submitted your remarks concerning this to our Voice of the Customer program which is reviewed by our executive managementPlease contact me directly at ###-###-#### with any further concerns or questions. Sincerely, Diana *** *** *** ** *** *** Cc: Revdex.com

At Webster and HSA Bank we strive for excellence in everything that we do and take pride in our customer serviceA written response addressing Mr***’s concerns has been sent via US Postal mail to his address on file

[A default letter is provided here which indicates your
acceptance of the business's response. If you wish, you may update it before sending it.]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution is satisfactory to me. Stacy, the transfer has been completed, so this issue has been resolvedI wish I had leveraged the Revdex.com sooner!
Regards,
*** ***