Welcome!
The links below provide access to communications that will help you develop a successful Health Savings Account (HSA) program and will help you educate your employees about HSAs and healthcare consumerism. If you have any questions about the Communication Kit, or if you have ideas for additional communications, contact a Business Relations Specialist at (866) 357-5232, Monday through Friday, 7 a.m. to 7 p.m., CT.
Employer Resources
HSA Bank Advantages
Discover how HSA Bank brings savings and convenience to the administration of your HSA program
Employer Brochure
Employer PowerPoint
Getting Started
Creating and rolling out your HSA program is the first step to making the HSA savings a reality. Learn best practices for getting started.
Employer Signup Form
Contribution Options
Group Online Contribution Signup Form
Enrollment Options
Employer Implementation Checklist
Program Design Tips
Implementation Worksheet
Communication Calendar
How to Rollout your Communication Program
Employer Education
Throughout your relationship with HSA Bank, you may have questions or new needs you did not anticipate. Our employer resources are a great reference document for a wide variety of situations.
Employer Manual
Employer Administration Area Guide
Employee Resources
What is an HSA?
The first step to education is helping your employees understand what the HSA is and how it works. These resources should be used as preliminary communication to describe the HSA concept.
Program Announcement (PDF)
Employee Brochure
HSA Overview (Flash presentation)
Employee PowerPoint
HSA concept introduction (EMAIL)
Is an HSA Right for Me?
Acceptance of the HSA begins when an employee can see how the benefits of an HSA would work for them. These resources help employees determine how an HSA can work for them.
Program Comparison (Excel Template)
Is an HSA Right for Me? (Email/Memo)
What Can a Health Savings Account (HSA) Do For You?
Enrollment
Enrolling is an easy process that HSA Bank makes easier with some easy-to-follow instructions and employee enrollment reminders.
EMAIL - How to enroll
EMAIL - Reminder to enroll
LETTER - Reminder to enroll
Enrollment Instructions - Based on the enrollment method you have selected, you may want to provide your employees with detailed enrollment instructions.
GOE - Pre-Approval
GOE - Post Approval
Paper
Pre-tax payroll contribution form
What to Watch For Memo
Once Enrolled
Once enrolled, HSA Bank will provide your employees with a several communication items to help them understand their account and reiterate the benefits it can provide.
Sample Welcome Kit
Sample Debit Card Mailer
EMAIL - How to use your account
EMAIL - Contributing to account
Ongoing Education
Education should be viewed as an ongoing process. The following resources can be used throughout the year to continue the education process.
Spanish language
Based on your staffing needs, Spanish language resources may be beneficial and assist your employees with understanding the HSA option. Employees can also contact our Spanish-language representatives at 866-357-6232 or visit our Spanish-language website at: http://spanish.hsabank.com/
Paper Application
Brochure
Program Announcement
Internet Banking Instructions
About HSAs (PPT)
Employee (PPT)