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Using Health Savings Account (HSA) for PurchasesUpdated a year ago

Step 1: Check out without Shopify Pay

To use your HSA for a purchase, it is important to make sure that Shopify Pay is not selected as your payment option. If it is, please deselect it before proceeding to the next step.

Step 2: Guest checkout and TrueMed payment solution

If you don't have Shopify Pay enabled or want to bypass it, you can proceed with the guest checkout option. During the checkout process, select TrueMed as the payment solution. TrueMed is our trusted HSA partner, providing a secure and convenient way to use your HSA funds.

Step 3: Filling out the qualification survey

After selecting TrueMed as the payment solution, you will be directed to a page where you will need to complete a short survey. This survey helps determine your eligibility for using your HSA in conjunction with your existing coverage. Please answer the questions accurately and thoroughly.

Step 4: Payment process

Once you have completed the qualification survey, you will be prompted to proceed with the payment. TrueMed will guide you through the necessary steps to complete the transaction using your HSA. Ensure that you have your HSA account information readily available.

If you encounter any difficulties during this process or have any questions, please do not hesitate to contact our support team. We are here to assist you and ensure that your HSA payment experience is seamless.

Note: The availability of the HSA payment option may vary based on your location and eligibility.

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