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
2015 Group Application for the Bank of America® HSA This document is applicable for all plans renewing or adding an HSA in the 2015 calendar year. 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.
2016 Group Application for the Bank of America® HSA 2016 PLAN YEAR 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.
BlueSaver Spending Account Solutions Reporting Guide Detailed explanation of the reporting options for employers and how to create reports for each spending account product. Also provides information regarding what each report provides to assist employers with administration of the spending account product.

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.

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 2016 contribution limits.
Spending Account Broker Alert Link to the announcement about the new spending account solutions, including pricing grid.

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.
HSA Member Quick Start Guide Quick Start Guide that provides information on how members manage their HSA.
BlueSaver HRA documents
2015 Small group application for the BlueSaver HRA This document is applicable for all plans renewing or adding an HRA in the 2015 calendar year. The application includes an HRA implementation checklist and service agreement.