Lively Benefits vs OCA360

The Lively Benefits app brings the simplicity and signature user experience of the Lively platform to the palm of your hands. Easily manage your Lively benefits from anywhere through an unrivaled easy-to-use interface, even for the least tech savvy among us. Use the Lively app to: • View a single view of what’s important: Designed to tell you exactly what you need to know to make the most out of your Lively benefits and take timely action. • Manage your account on the move: Track account balance, access transactions history, manage your Lively debit cards*, and more. • Initiate claims and verify purchases: A paperless, easy claims verification process that guides you with clear instructions at every step. • Check what qualifies as eligible: Access the list of qualified expenses directly through your app. Our comprehensive list
is always up-to-date and easy to access on the go. • Keep your data safe: Login security measures such as Two-Factor Authentication (2FA) and biometric credentials keep your account safe from unauthorized users. Lively is the benefit solutions provider that finally gets it right. We are committed to helping your Lively accounts reach their maximum potential through intuitive design, accessible customer support, and ongoing education. We hope you’ll give the app a try. Visit us at livelyme.com to learn more or contact Lively Support at support@livelyme.com. *HSA card issued by Choice Financial Group, Member FDIC, pursuant to a license from Visa or Mastercard.

OCA360 is developed by OCA (Office of Compliant Administration). The app provides a single access point for participants to manage their consumer empowered healthcare and other tax favored benefit accounts. OCA360 provides the following functionality: • Benefit Health Account balances and details • Recent transactions and details • Ability to fund HSA account from checking/savings account • View all email alerts • Contact administrator from mobile application via email or mobile phone • Same username/password as the online portal (no need to register your mobile device; just download, login, and go!) • Stronger authentication support (Picture/Passphrase, device identification and challenge questions) • View Demographic Details • View Dependents • View Card Details • View Card PIN • Fund HSA account from registered external bank accounts • Register new users directly from mobile device