Complaint Review: Benefit Wallet

Benefit Wallet (BW) mislabeled a return of an incorrect distribution to my Health Savings
Account (HSA), clearly marked as such. They are offering no solution to the problem before
the deadline for filing my income taxes. Also, BW mailed me a Form 5498-SA for 2017
that erroneously states that the total contributions to my FSA during 2017 amounted to
less than the maximum allowable in my case.

Its website offers no useful guidance, and a rude customer service rep confirmed on March 30 the mistaken
figure. I therefore made a deposit for the difference. I now have to reverse this
erroneous deposit; BW informs me that it will charge me $25 for the privilege. So BW sent
me false information, confirmed it on the phone, and charges me extra as a consequence of
its incompetence.