Online Enrollment
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  Welcome to the Online Enrollment website

  Before you begin – Read a brief description of what you will need to complete the online enrollment package   and ensure your eligibility by placing your cursor over the two links below.
  
  
  • You must be eligible for an HSA in order to enroll, including being 18 years of age or older.
  • We recommend having all enrollment information available before you begin. This includes:
  • If you leave the site before completing all the enrollment steps, your request for enrollment will not be processed and you will need to re-enter all the information.
  • Please note that completing this online enrollment is the first step in opening your HSA. We must verify your identity, and your high deductible health plan coverage must be in effect before your HSA can be opened and ready for transactions. Your HSA debit card will be mailed to arrive by the anticipated opening date of your HSA.
  • We always recommend that you print a copy of all agreements, fees, disclaimers as well as your completed form and elections for your records.
  
    It is the responsibility of the individual participant to ensure he/she is eligible and continues to be     eligible for a Health Savings Account (HSA). To be eligible to open an HSA, you must satisfy all of     the following conditions established by law:
  1. You must be enrolled in a qualified High Deductible Health Plan (HDHP).

  2. You cannot be covered by any other health insurance that provides coverage for benefits already covered under your HDHP.

  3. You cannot be claimed as a dependent on another person's tax return.

  4. You cannot be enrolled in Medicare.

  5. You must be a U.S. citizen or a U.S. resident alien.
    Please consult with your tax advisor if you have any questions about your eligibility to open an     HSA.
 
  When you are ready, enrolling in your Health Savings Account program is a simple, 8-step process:
  1. Read and agree to the E-Sign Disclosure and Consent Agreement ("eConsent")
  2. Enter your enrollment information
  3. Select your program options
  4. Designate your beneficiaries
  5. Establish a monthly electronic funds transfer
  6. Verify your enrollment information
  7. Read and agree to the applicable enrollment disclosures and agreements
  8. Print your enrollment confirmation
  
  You will see a "Step Tracker" throughout the site to track your progress.
  
  
  To continue with your online enrollment, please enter your and your Verification
  Code as provided in your pre-enrollment information.
  
  :
  Verification Code:
 
 
 
  Please note: The HSA enrollment website is optimized for Internet Explorer 8, Firefox 3.6, and Safari 5.1.2
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