Employer Services & Resources

HSA Bank offers several services and resources to help you manage your HSA program:

• Enrollment Options
• Contribution Options
• Employer Administration Area
• Service & Support
• Education & Communication Resources

Group Online Enrollment
HSA Bank recommends the use of our group online enrollment system for any employer group where the employer is paying any of the applicable fees due as part of the enrollment process, has multiple locations and/or wants to maintain greater control over your employees' HSA enrollment and administration.
(Learn more)

Electronic Enrollment
HSA Bank recommends electronic enrollment for large employer groups. The electronic enrollment process requires the employer, or a third-party, to submit an electronic data file to HSA Bank’s FTP server. Enrollment files using the HSA Bank standard file or an accepted industry standard file.

In addition, HSA Bank offers a customization process if your file format differs from the standard HSA Bank file format or industry standard file formats. The enrollment file will need to contain necessary fields (applicant’s name, Social Security Number, date of birth, street address, etc.) for identity verification purposes. Once the file is accepted into the HSA Bank system the employer would be able to upload their files either through FTP or the Employer Administration Area. The approval process for custom enrollment files may require additional time to set up. Specifications are available by contacting Business Relations at 866-357-5232, Monday through Friday, 7 a.m. to 7 p.m., CT.

Paper Enrollment
HSA Bank's paper enrollment process is best suited for smaller groups that do not have internet access. For HSA Bank to track your group, your Federal Tax Identification Number must be included on the application.
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Group Online Contribution (GOC)
HSA Bank's GOC option allows you to make one-time or recurring contributions to an employee's HSA through our secure online portal.
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Electronic Contribution File with Wire/ACH
A wire or ACH is sent to a clearing account with HSA Bank and funds distributed to the individual HSAs based on an Electronic Transaction File sent to HSA Bank. A wire or ACH received before 11 a.m., CT, is available to the employee on the same day; otherwise, funds will be available the next business day.
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Direct ACH
HSA Bank's ACH Direct option allows you to utilize your current payroll provider to make contributions directly to your employees' HSAs.
(Learn more)

Check
You can submit a check and Employer Contribution Form to HSA Bank via the mail.
(Learn more)

HSA Bank recognizes the important role you play in the HSA process. To assist you in administering your HSA program and educating your employees, we developed the Employer Administration Area. The Employer Administration Area provides access to:

• HSA Bank’s Group Online Enrollment setup and administration areas
• A listing of your employees that have opened HSAs with HSA Bank
• Manage your employee list by adding and/or removing employees online
• HSA Bank’s Group Online Contribution system
• HSA Bank’s Employer Communication Kit
• A sign-up area to receive the Employer Update (HSA Bank’s monthly e-newsletter)

To view a demo of HSA Bank’s Employer Administration Area, click here.
You can sign-up for HSA Bank’s Employer Administration Area by completing an Employer Sign-up Form 

Business Relations Services
HSA Bank’s Business Relations Coordinators are dedicated to providing the service and support you need to understand, implement and communicate your HSA program. Our Business Relations Coordinators can assist you by offering:

• Custom program design and communication tips
• Implementation assistance
• Education assistance
• Reports on enrollment and aggregate group information

Self-Service Forms
Click here to access HSA Bank’s forms.

HSA Bank provides a comprehensive training program by combining in-person training sessions, webinars, Adobe® Flash® animation presentations, and customized PowerPoint presentations.

HSA Bank’s presentation tools assist your employees in making educated decisions regarding health care and understanding health savings accounts. (Go to presentations)

HSA Bank also provides a comprehensive communication kit which will guide you through the implementation, pre-enrollment education, enrollment, and ongoing education phases of your HSA program. The kit combines presentations, printed materials, calculation tools and employer-facilitated memos.