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 a number of ways to contribute to your employees' HSAs – based on the type and frequency of contributions you wish to make. Contribution options include loading the contribution file through our online Employer Admin Site and allowing HSA Bank to pull the funds from their designated bank account. The employer would also have the option of using our online system through the Employer Admin Site to initiate a pull of funds from their designated account for the purposes of contributing to the employees' accounts; this option would allow the employer to avoid creating an additional file. Direct deposit is an option as well.

To sign up clients for HSA Bank's FSA, HRA, or Commuter Benefits programs, click here to find your Regional Vice President of Sales or contact Business Relations for assistance.