HSA
This content in this section is meant to help employers learn about our HSA plans and includes helpful forms and resources necessary to support groups through onboarding, enrollment, and beyond.
Helpful Downloads and Links
HSA Member materials - For even more information about our HSAs.
HSA Custodial Agreement - This is the agreement account holders make upon opening an HSA
HSA Essential Guide - This guide provides a comprehensive overview of HSAs for your employees.
Product Comparison Chart - This chart explains the differences among multiple health spending account options.
HSA Plan Design Guide - This form is required to set up an HSA.
HSA Direct Plan Design Guide - This form is required to set up a direct HSA.
Calculators:
- HSA vs a Traditional Health Plan Calculator - Compare how an HSA eligible plan stacks up against traditional plans
- HSA Goal Calculator - Plan your HSA balance into retirement with this calculator.
- HSA Maximum Contributions Calculator - Figure out how much to contribute each money to maximize tax savings.
- HSA Employer Benefit Calculator - Wstimate the value of creating a High Deductible Health Plan (HDHP) with Health Savings Accounts (HSA) for your employees.
Frequently Asked Questions