Certified Health Savings Adviser (CHSA®) Terms
 
Individuals who successfully complete the Certified Health Savings Adviser (CHSA®) examination (minimum score of 70%) receive the following:

• Electronic CHSA^® Certificate
• Weekly newsletter and other CHSA^®-only content from Access Point HSA
• Continued Q&A support throughout the year from Access Point HSA

Annual Recertification

Due to continuous changes in the employer-sponsored health care marketplace and adjustments to the rules and regulations surrounding health savings accounts, the CHSA® designation requires annual continuing education and recertification. The renewal is established by the designation award date, rather than a calendar year.

Designees are required – within thirty days prior to their anniversary date of the attainment of the CHSA® designation – to participate in an approximate 30-minute, online informational/training video. In addition, a non-refundable fee of $95 is required to retain their CHSA® designation. This fee must be remitted prior to expiration of the designation’s active status. Late payments (30 days past the due date) are subject to a $25 non-refundable reinstatement fee.

Renewal Notifications

Access Point HSA, LLC will provide designees – beginning two months prior to expiration of the designation’s active status – a renewal notice and link to a 30-minute, online informational/training video.

Failure to Renew

An individual who allows his or her CHSA® designation to lapse by more than 60 days will immediately relinquish all rights and privileges associated with his or her CHSA® designation. Designees can request re-instatement in writing. Access Point HSA, LLC reserves the right to reinstate on a case-by-case basis. A re-instatement late penalty of $100 will be assessed. Re-instatement fees may be waived on a case-by-case basis upon approval by Access Point HSA, LLC.