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Communication Playbook – Health Savings Accounts

Overview

Health savings accounts (HSAs) are a great way for employees to take charge of their health care costs. As an employer, you play a critical role in providing education and resources so employees can decide if an HSA is the right choice. This step-by-step communication “playbook” includes everything you need to communicate the benefits of HSAs to your employees and help them get their accounts set up hassle-free to use now and into the future.

Introduce the account

Whether you're introducing HSAs to the entire organization, onboarding new hires, or reviewing options before open enrollment, you'll want to give a high-level overview of HSAs. 

TO DO:

Send an introduction letter

Customize and email this message, designed to be a message from your human resources leader or team. 

 

Cover the basics

Offer specific details about how the account works with an HSA-qualified plan, which eligible expenses are covered, and how members can access their funds.

TO DO:

Distribute the HSA Essential Guide 

Share a product comparison chart

Use if you are offering multiple health spending account options

This document is editable so you can add or remove products to fit your communication needs and help employees understand the different accounts. 

Product comparison chart

 

Talk face-to-face

One-on-one discussions give your employees a chance to ask questions and better understand their options.

TO DO:

Schedule informational meetings

Share a presentation about HSAs

This simple presentation walks through HSA basics and includes hypothetical examples. 

HSA presentation

PDF version

Provide more information about Further HSA investment options

Highlight the benefits of investing to maximize retirement savings.

Investment Options presentation.

Review our fact sheet

Before meeting, prepare to answer basic questions you may run into.

HSA fact sheet 

Provide the HSA worksheet

During the meeting, distribute the worksheet. It shows employees how to estimate their potential costs and savings with an HSA. Using their own information, employees can use real-life situations to explore how an HSA might work for them.

HSA worksheet

HSA worksheet - Spanish version

 

Support employees during enrollment

Congratulations! Your employees understand the value in making the most of their health care dollars and have decided to enroll in an HSA. You can continue to play a key role by ensuring they have access to the resources they need to open and use their accounts hassle-free.

TO DO:

Share frequently used enrollment forms

HSA one-time IRA rollover request form: Authorizes a one-time rollover of funds from an employee’s IRA to an HSA.

HSA transfer request form: Authorizes transferring an employee’s current HSA into a Further HSA.

Provide employees direct access to their new online account 

Post or provide a link to Further’s mobile-enabled website at www.hellofurther.com. The site works well for any screen size—whether it’s a desktop monitor, laptop, tablet, or mobile phone. 

Remind employees where to access educational resources

You can do this with a simple email with a link to information and forms.

HSA educational resources

Promote the customer support phone number

1-800-859-2144.

Use the Group Online Service Center

Monitor and manage your group’s Further benefits.

Group Online Service Center tipsheet

Have Questions?

As always, we’re here to help. If you can’t find the answers you’re looking for online, give us a call at 1-888-460-4013 8 a.m. to 5 p.m. Central Time, Monday through Friday. Or, you can contact your account manager.