How to Get Started

Get your program up and running in 3 easy steps!

HSA Plan Setup:

1. Sign up.

To get your HSA program up and running, complete the online Employer Sign-up Form. Once you sign up, you'll have access to many resources in the Employer Administration Site including employer administration tools that let you manage enrollment and contributions, download employee education materials, and more. The Employer Guide provides more information.

If you are interested in adding Flexible Spending Accounts, Health Reimbursement Accounts, or Commuter Benefit Accounts to your benefits program, do not complete the sign-up form. Instead, contact Business Relations at 866-357-5232, Monday through Friday, 7 a.m. to 7 p.m., Central Time

2. Choose your Employee Enrollment Method.

Whether you have 10 employees or 10,000, we have an enrollment method that will fit your needs and technology requirements. Our dedicated implementation specialists will work closely with you through the implementation process to set up the enrollment process that fits best for your employees.

Enrollment via our electronic file will allow the employer to send their enrollment via our standard file format that will be provided to the employer during the implementation process. This file will be PGP encrypted and sent securely to our FTP/SFTP server.

Employers will also have the option to upload their enrollment file directly to the Employer Admin Site via an excel spreadsheet. The file format can be downloaded through the Employer Admin Site and our implementation specialists can answer any questions regarding the creation and uploading of the file.

Paper applications are also available if the employer chooses that option as well.

3. Select your Contribution Option.

We offer different ways to contribute to your employees' HSAs based on the type and frequency of contributions you wish to make.

The Group Online Contribution (GOC) system offers a convenient way to contribute to your employees’ HSAs via the Employer Administration Site. With GOC, we’ll pull your contribution amount from your external bank account and distribute it into your employees’ HSAs. GOC includes the option to upload a provided file, which may better suit your business needs. The benefits of GOC include the ability to schedule contributions as one-time or as recurring depending on your payroll needs (weekly, bi-weekly, etc.) and the option to view pending and prior contributions. To establish GOC funding, please review and sign the GOC ACH Origination Agreement.

Contributions via Direct Deposit through your payroll vendor are another option, if you are able to arrange them with your vendor.

Find your Regional Vice President of Sales to sign up clients for HSA Bank's FSA, HRA, or Commuter Benefits programs. Contact Business Relations if you need additional assistance.