All HSA balances have transitioned to HealthEquity. For further assistance on your HSA, please contact HealthEquity at 866-382-3510.
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Consumer Driven Healthcare
Welcome to the Fifth Third Bank CDH Employer Resource Center
From this page, you can download forms for your company to use in administering your Consumer Directed Healthcare (CDH) program, as well as educational resources for your employees to better understand and manage their accounts.
If you have any questions or technical issues, please don’t hesitate to reach out to your assigned Benefits Administrator at Chard Snyder. If you do not know their direct line, you can call 1-844-533-1687 and ask to speak to your Benefits Administrator.
If your employees need assistance, please have them reach out to our CDH Contact Center at 1-888-350-5353, Monday—Friday 8:00 am EST—8:00 pm EST or email anytime at 53askpenny@chard-snyder.com.
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| REPORT NAME | PURPOSE | FREQUENCY | TYPICAL RECIPIENT | SAMPLE REPORT | |
|---|---|---|---|---|---|
BANKING |
Payment History Report | View all reimbursements/payments during a specified time period. | Upon Request | Finance |  Payment History Report |
| Reimbursement Detail Report | View all claims reimbursed during a specified time period. | Upon Request | Finance | Reimbursement Detail Report |
|
| Repayments Report | View summary and detail of consumer repayments for a specific period of time. | Upon Request | Finance | Repayments Report |
|
PLAN MANAGEMENT |
Account Balance Report | View plan account balance information per consumer and per plan as of specified date. | Upon Request | Finance / HR | Account Balance Report |
| Account Balance Detail Report | View plan balance summaries and consumer account balance detail as of specified date. | Upon Request | Finance | Account Balance Detail Report |
|
| Claim History Report | View all claims submitted during a specified time period including claim status. | Upon Request | HR | Claim History Report |
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| Enrollment Report | View consumer enrollment in applicable plans as of specified date. | Upon Request | HR | Enrollment Report |
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| HSA Account Detail Report | View an overview of each consumer’s HSA along with individual payroll deduction and employer contribution detail at a tax year or year to date level. | Upon Request / Able to be scheduled to appear on the Employer Portal on a monthly basis | Finance / HR | HSA Account Detail Report |
|
EMPLOYER NOTIFICATIONS |
Claim Reimbursement Notification | View claims reimbursed for a specific reimbursement date (typically used in conjunction with Debit Card Funding Notification for plan funding reconciliation). | Automatically generated on Employer Portal same day EFT and check claim reimbursements are released (typically weekly) | Finance / HR | Claims Reimbursement Notification |
| HSA Funding Collection Notification | View HSA funding notifications sent to the employer containing the payroll deduction and/or employer contribution to be collected from the employer. | Automatically generated on Employer Portal day after HSA contributions are loaded to participant accounts (if HSA plan offered) | Finance / HR | HSA Funding Collection Notification |
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| Fee Funding Notification | View the funding that will be collected from the employer for employer paid fees. | Automatically generated on Employer Portal the 3rd day of each month | Finance / Billing | Fee Funding Notification |
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| Employer Funding Notification | View the summary and details of the claims that need to be funded along with any funding adjustments. | Automatically generated on Employer Portal same day EFT and check claim reimbursements are released (typically weekly) or day after debit card transactions have settled | Finance | Employer Funding Notification |
|
DEBIT CARD REPORTS |
Debit Card Status Report | View a list of the cards that have been issued for this employer. | Upon Request | HR | Debit Card Status Report |
| Debit Card Funding Notification | View a summary of the debit card transaction amounts and fee amounts by plan (typically used in conjunction with Claim Reimbursement Notification for plan funding reconciliation). | Automatically generated on Employer Portal the day after debit card transactions have settled (typically daily) | Finance / HR | Debit Card Funding Notification |
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CONTRIBUTION REPORTS |
Contribution Discrepancy Report | View a list of non-HSA plan payroll and/or employer contributions loaded for participants by contribution file processed. (Report specifies paydate of contributions processed. Also details contribution amounts loaded that differ from what is expected by our system, contributions for that pay date that have not yet processed, and contributions received that were unable to be processed.) | Upon Request / Available after contribution file processing complete | Finance / HR | Contrib. Discrepancy Rpt. |