- Account Installation Forms
- Health Accounts
- Benefit Summary Grids
- Individuals and Families (2015)
- Blue Solutions: 2-50 (2015)
- Blue Solutions: 2-50 (2014)
- Blue Solutions: 51-99 (2015)
- Blue Solutions: 51-99 (2014)
- Large Group Options 100+ (2015)
- Large Group Options 100+ (2014)
- Choice 100+ (Defined Contribution 2015)
- Dental (2015)
- Dental (2014)
- Broker Toolkit
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.|
|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 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.|
|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.
|HSA Member Quick Start Guide||Quick Start Guide that provides information on how members manage their HSA.
|BlueSaver HRA documents|
|Small group application for the BlueSaver HRA||This document also includes an HRA implementation checklist and service agreement.|