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Frequently asked questions

Who is the ideal recipient for this email?

HSA/FSA account holders in the 6-12 weeks before their plan year ends, particularly those with remaining balances at risk of forfeiture.

Why does this email highlight overlooked eligible expenses?

Members often assume only major medical costs are eligible; expanding the list to wellness items and preventive services increases perceived spending options and action urgency.

When is this email type most effective?

Late November through December, when most HSA/FSA plans expire. Sending earlier reduces urgency; sending later leaves insufficient time for action.

Can this email template be reused throughout the year?

No. The deadline urgency is essential to its effectiveness. Mid-year versions would require repositioning around balance checks rather than forfeiture prevention.