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Communication Playbook – Voluntary Employee Beneficiary Association

Overview

Voluntary employee beneficiary association (VEBA) accounts are a great way to provide employees with a unique, tax-free health care savings plan entirely funded by you, the employer. You play a critical role in providing education and resources so employees can better understand and use their VEBA account wisely.

This step-by-step communication “playbook” includes everything you need to communicate the benefits of VEBA accounts to your employees and help them get their accounts set up, hassle-free to use now and into the future.

Cover the basics

Offer specific details about how the account works with a health plan, which eligible expenses are covered, and how members can access their funds.

TO DO:

Distribute the VEBA Essential Guide 

VEBA Essential Guide 

 

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 VEBAs

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

VEBA presentation

PDF version

Review our fact sheet

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

VEBA fact sheet

 

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 VEBA. 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:

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.

VEBA 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.