Blue Solution HSA Broker Support Tools

During Employer Evaluation

Employer-facing support materials
Employer Overview of the BlueSaver HSA from Bank of America Overview of the BlueSaver HSA with Bank of America, including benefits to the employee and employer
BlueSaver Solutions Brochure Brief overview of the BlueSaver HSA and HRA.

Implementing the Bank of America HSA

Group setup and group portal access documents
Group Application for the Bank of America® HSA Small and mid-size group application for the BlueSaver HSA with Bank of America.

To be used when ROAM is not available (late submission, need to change setup requirements, submission falls to paper, etc). This document also includes an HSA Implementation Checklist that provides steps that need to be taken to implement the BlueSaver HSA with Bank of America.
HSA-only Portal User Form (Group Portal) Only for customers who already have access to the group portal and need expanded HSA access only. If you are not sure, please use the Internet Portal User Access Request.

Employer contributions and reporting
HSA Contribution Guide Detailed explanation of the contribution options for employers and how to complete contribution set up. Also provides contact information for the HSA Employer Contribution Help Desk.
HSA Quick Start Guide for Small Group Short guide that presents steps to take to implement and maintain the Bank of America HSA, including HSA reports. Focuses on the key-in employee contribution method, best suited for small customers or customers with minimal changes throughout the year.

Employee Education

Pre-enrollment
Employee Overview of the BlueSaver HSA from Bank of America (Manual Account Opening) Powerpoint overview of the BlueSaver HSA with Bank of America, including the manual steps employees will need to take after renewal to initiate the opening of the Bank of America HSA.
Employee Overview of the BlueSaver HSA from Bank of America (Automatic Account Opening) Powerpoint overview of the BlueSaver HSA with Bank of America, including how accounts will open automatically.
BlueSaver HSA Brochure General overview of the HSA for employees.

Post-enrollment
How to submit expenses for reimbursement Explains how members can submit claims for reimbursement. (Members also have access to a video post login that provides instructions)

Additional Broker Support Materials

Broker FAQs and Resources (October 1, 2014)
Broker FAQ FAQ that will be updated with new questions and answers.
HSA Contribution Limits Link to broker alert regarding 2015 contribution limits.
Spending Account Broker Alert Link to the announcement about the new spending account solutions, including pricing grid.
Sample Migration FAQ Copy of the FAQ sent to migrating 2-50 customers.
Sample Migration Letter Copy of the letter sent to migrating 2-50 customers.

Samples of Account Holder Materials
Sample Welcome Kit Sample of the welcome kit that account holders receive with the Bank of America HSA.
Sample Investment Guide Sample of the investment guide that is sent with the welcome kit.
Bank of America Trustee to Trustee Transfer Form Form used by account holders to transfer HSA account balances after their new Bank of America HSA is open. This form is available to members through ibxpress.com.
BlueSaver HRA documents
Small group application for the BlueSaver HRA This document also includes an HRA implementation checklist and service agreement.