Enrollment

Get Started: Enrollment Brochure

Having a game plan is critical to running a successful enrollment season. It’s a process that begins some 4-10 weeks before your first employee enrolls and extends well after your last employee is through the gate. This brochure offers tips to create an effective campaign, provides a high-level checklist, and suggests additional helpful tools and resources.

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Video: HSA Bank - Our Story

In this video, you'll learn how HSA Bank has specialized in Health Savings Accounts for nearly two decades, leading the way for an entire industry. We offer a complete Consumer-Directed Healthcare solution including Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA) and Commuter Benefits. Copy and share URL: http://youtu.be/QgROyuUwaho


Video: What is a Health Savings Account?

This quick video provides a basic overview of a Health Savings Account and its benefits. Copy and share URL: http://youtu.be/hGn1NJHGv5s


Video: 5 Reasons to Open an HSA

Sometimes the best way to get your point across is by doing it quickly and concisely. By highlighting five of the top reasons for opening an HSA, this short, yet powerful video is designed to convert even the most reluctant of employees into HSA advocates. Copy and share URL: http://youtu.be/C21sG04Zy2I


Video: What is a Consumer Driven Health Plan?

In this video, you'll learn how Consumer-Driven Health Plans put you in charge of your healthcare and help you pay for eligible medical expenses with tax-favored funds, while reducing your taxable income. Copy and share URL: http://youtu.be/u7Z6LuS__h4


Flyer: Health Account Options

This flyer makes it easy to do a quick side-by-side comparison of HSAs, HRAs, and FSAs, covering some of the key attributes of each. It’s a great place to find out everything from how funds are accessed to whether unused dollars rollover.

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Flyer: Health Savings Account Overview

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.

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Flyer: HSA Frequently Asked Questions

Get answers to frequently asked questions about HSAs.

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Flyer: HSA Frequently Asked Questions - Spanish

Get answers to frequently asked questions about HSAs.

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Flyer: What to Expect Next

This flyer outlines next steps for members after they enroll in an HSA. It informs members of items they will receive in the mail between when they enroll and the effective date of their health plan. Items to watch for include: welcome kit, debit card, and (if applicable) an identity verification letter.

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Flyer: How to Use Your HSA

This flyer tells members how to manage their HSA online, deposit funds into their HSA, and how to pay for healthcare expenses with their HSA.

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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).

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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).

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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.

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Flyer: Open Enrollment Tips

At HSA Bank, we want to help you get a leg up on open enrollment season. This flyer outlines ten simple tips that have shown to be integral in numerous successful enrollment campaigns.

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Tool: HSA Savings Calculator

Use this tool to calculate the tax-deferred growth and future value of your Health Savings Account.

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Tool: Health Plan Comparison Calculator

HSA Bank's plan comparison calculator provides a comparison between a traditional plan and a qualified high-deductible health plan, allowing you to make an educated decision about the important issue of your healthcare.

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Tool: Health & Wealth IndexSM Calculator

See where you stand when it comes to your physical and financial health engagement. The calculator will provide you with an overall index score and recommendations for improving your individual health and wealth scores.

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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 contribute to or make withdrawals from an HSA, and how to invest HSA funds.

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Presentation: Find Out What an HSA Can Do for You - Spanish

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.

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Presentation: Understanding Health Savings 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.

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Presentation: Understanding Health Savings Accounts - Spanish

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.

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Promotion: Open Enrollment Marketing Table Tents

Sometimes the most effective way to get a message across is through approachable lifestyle imagery and messaging. These table tent cards are a great way to remind your employees that an HSA is the easy way to pay for a wide-range of IRS-qualified medical expenses, like smoking cessation to orthodontia. Display them throughout your workplace for a big impact.

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Promotion: Health Plan Comparison Tool Cards

These compact cards are a great way to quickly make a big statement. Designed to encourage your employees to use the HSA Bank Health Plan Comparison Tool so that they can make a side-by-side comparison of the different plan types to see which is best for them, these versatile cards can be placed in breakrooms, offices and even included in open enrollment kits.

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Promotion: Open Enrollment Marketing Posters

Combining compelling design and memorable messaging, these posters are an attractive way to remind your employees that an HSA is the easy, tax-free way to pay for a wide range of IRS-qualified medical expenses, from eyeglasses to weight loss programs. Hang them up throughout your workplace to make a big impact.

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