Enrollment
Your one-stop resource for open enrollment
You have a lot on your plate — now more than ever. So let’s make life easier for you! HSA Bank put together an online collection of all things open enrollment. Here you’ll find email templates, videos, planning calculators, and more. Everything you and your employees need to navigate through benefits selection with confidence and peace of mind.
Ongoing Education
Document: Member Website Guide
This is a comprehensive guide to show members how to navigate and use the Member Website to manage their health account, including making transactions, managing investments, and viewing account activity.
Flyer: Your HSA isn’t going anywhere
This flyer provides recommended instructions on how to update your HSA account to keep your HSA, even if health benefits or employment status have changed.
Flyer: How to Make Individual Online HSA Distributions
This flyer provides step-by-step instructions on how to pay for qualified medical expenses from your HSA through the Member Website.
Flyer: How to Make Individual Online HSA Contributions
This flyer provides step-by-step instructions on how to contribute funds to your HSA through the Member Website.
Flyer: Designating a Beneficiary for Your HSA
This flyer provides an excellent overview of HSA beneficiary designation. It explains the different types of beneficiaries, why it’s so important to have one, the circumstances for which a review is recommended, and how to set up a beneficiary with HSA Bank.
Flyer: Mobile App
Learn about HSA Bank's secure mobile app that makes managing your health accounts easy with real-time access and intuitive navigation (available for iOS or Android).
Flyer: myHealth PortfolioSM
The myHealth PortfolioSM consumer dashboard lets you make the most of your health accounts with an expense tracker (store expenses and receipts in the system to pay now, pay later, or store for your records) and online bill pay (scan bills from your laptop or use photos of bills from your mobile device to submit for payment).
Flyer: Fraud Protection
HSA Bank takes security seriously; this flyer highlights what we do to keep your information secure and provides tips to help you protect yourself from fraud.
Flyer: Investment Options for HSA Funds
Learn about HSA Bank's unique opportunities to invest your HSA Funds in self-directed investment options where you can potentially grow your HSA funds or save funds as a nest egg for retirement.
Tool: Education FAQs
Browse through our Frequently Asked Questions on Health Savings Accounts (HSAs), stacked cards, and Flexible Spending Accounts (FSAs)
Tool: Cost Reduction Services
Medical Cost Advocate can help you simplify and reduce healthcare expenses through expert negotiation and advocacy; this will show you how.
Flyer: HSA End-of-Year Reminders
Help yourself be prepared for year-end and tax time with these helpful reminders about your HSA.
Tool: Health & Wealth IndexSM Calculator
How fully engaged are your employees in their own health and wealth? This quick and easy-to-use tool is a fun way for your associates to learn how their engagement level impacts their own physical and financial wellness, and helps them to identify the areas where they can strike a better balance for optimal results.
IRS Guidelines & Taxes
Tool: HSA Tax Time 101
Get answers to some of the most frequently asked HSA tax questions, organized into three FAQ categories: Tax Documents; Contributions & Distributions; and Tax Time Reminders.
Flyer: IRS-Qualified Medical Expenses
Check out this flyer to see a wide range of expenses that can be paid for with your HSA funds, including deductibles, prescriptions, dental and vision care, and more; a complete list can be found at irs.gov.
Flyer: Health Savings Accounts: Annual IRS Contribution Limits
This shows the IRS's current contribution limits for your HSA.
Flyer: Reporting Your HSA on Your Taxes
This flyer contains information about tax form 5498-SA (required if funds were contributed to your HSA during the tax year) and tax form 8889 (required if you withdrew funds from your HSA during the tax year).
Spanish
Presentation: Find Out What an HSA Can Do for You
This PowerPoint presentations walks members through the basics of an HSA, eligibility, qualified medical expenses, HSA advantages, how an HSA works with an HDHP, how to contribution to or make withdrawals from an HSA, and how to invest HSA funds.
Presentation: Understanding HSA Accounts
Helping your employees understand the advantages of a Health Savings Account (HSA) begins by first clearly defining it, and then explaining the key facets. It’s a conversation that covers everything from how contributions are made to how expenses get paid. This presentation provides the talking points for just such a conversation.
Flyer: Health Savings Account: Start Saving More on Healthcare
Learn all about HSAs: how they work, if you're eligible, what the IRS contribution limits are, what expenses are qualified, and how you can benefit from tax savings.
Flyer: Health Savings Accounts: Annual IRS Contribution Limits
This shows the IRS's current contribution limits for your HSA.
Flyer: IRS-Qualified Medical Expenses
Check out this flyer to see a wide range of expenses that can be paid for with your HSA funds, including deductibles, prescriptions, dental and vision care, and more; a complete list can be found at irs.gov.
Flyer: HSA Frequently Asked Questions
Get answers to frequently asked questions about HSAs.
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