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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 the resources you need to effectively communicate the benefits of VEBA accounts to your employees and help them prepare for future expenses.

Cover the basics

Before benefits discussions, it's also helpful to provide material that covers the basics about VEBAs. This can make benefits conversations more productive. We recommend posting these materials on your benefits site or company intranet site, or distributing via email or as a physical copy.

TO PROVIDE:

VEBA Essential Guide 

This document provides an easy-to-read overview of VEBAs, and can help employees decide if a VEBA is right for them and how to pay for medical care tax-free.

 

Invite discussion

Even if in-person benefits presentations are not possible, it's helpful to connect over the phone or online to review this benefits option. This gives your employees a chance to ask questions and better understand their options.

TO PREP:

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

 

Support employees during enrollment

Your employees have decided to enroll in a VEBA. Now what? Continue to support them during enrollment by helping them make their elections and letting them know what to expect.

TO MANAGE:

Help your employees enroll 

Your Further representative can help you determine the best method for enrolling your members once you have gathered enrollment elections from your employees. You can contact our group services line with questions at 1-888-460-4013.  

Use the Group Portal

Monitor and manage your group’s Further benefits.

Need to manage enrollment via mail?

Access our paper forms here.

Inform employees about what comes next

Once enrollment has been processed, your employees will start to receive their welcome letters and debit cards. Make sure they're aware that their debit card will come in a plain white envelope.

 

Help your employees take advantage of their new accounts

In order to take full advantage of their accounts, employees need continuous education and encouragement from you. Further offers a variety of resources that make it easy for you to share and promote.

TO ENCOURAGE:

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 including the following link to the materials on our learning site.

VEBA educational resources

Promote the customer support phone number 

If employees have additional questions about their account, they can call our customer support phone number from 7 a.m. to 8 p.m. Central Time, Monday through Friday: 800-859-2144.

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.