Enrolling a New Employer Group
We’ve developed a 5-step process for setting up employer groups:
Complete the HSA Bank Employer Sign-up Form
Discuss Program Design
Select an Enrollment Method
Choose Contribution Method
Develop an Education and Communication Plan
A customized Employer Sign-up Form can be downloaded from the Business Relations site. This PDF is pre-filled with your AIN and will automatically link each employer group to you. If the group is set up with your AIN, all enrollments which contain that Federal Tax ID will automatically be attached to your AIN.
Your employer clients that choose the Group Online Enrollment (GOE) method will need to set up GOE through the Employee Administration Area or by contacting Business Relations.