HSA Website Package

Starting at: $999.00

HSA Website Package

Package Price includes (see package details):
  • HSA Website with financial institution logo,
  • All Worksheets and Tools (no financial institution logo),
  • All Legal Documents/Forms (no financial institution logo),
  • HSA Overview,
  • Resource Center for Individuals,
  • Resource Center for Employers/Groups,
  • Frequently Asked Questions,
  • Customer Education.
HSA Website Package Details

The benefits of the resource-rich HSA website package include:
  • Website branded to your financial institution logo/name;
  • Simple link from your financial institution website to the HSA Website (HSA website appears to be part of your website);
  • Individual and Employer/Group information for your customers;
  • Website is automatically updated/maintained for you;
  • Comprehensive HSA Knowledge for employers and individuals:

    • HSA Overview - Fundamental information on HSAs for your customers including: What is an HSA? What is an HDHP? What are the benefits of an HSA? What are qualified medical expenses?

    • HSA Education - Consumer education and employer education to help make your customers happier and more effective with their HSAs. Samples below:

Top 20 Reasons to Open an HSA

Employer Guide

HSA Guide

HSA Website Package Details (cont.)

Worksheets/Tools -Individual and Employer worksheets and tools provide the foundation to solid HSA knowledge. The HSA Guideand Employer Guide give educational overviews and the worksheets focus in on particular problem areas. Benefits to your financial institution:

· Save time explaining complex issues;
· Support your explanations with written support;
· On your web site and license to print for use as handouts;
· Reduce legal liability.

Includes 10 worksheets and Tools: HSA Guide, Top 20 Reasons, Distribution Worksheet, Eligibility and Contribution Worksheet, Tax Savings Guide, Small Business Owner's Guide, HSA Employer Guide, Employer Funding Guide, Comparability Guide, HSA/FSA/HRA Comparison.

Employer Worksheet Samples Individual Worksheet Samples

HSA Website Package Details (cont.)

Legal Documents/Forms for Individuals and Employers - Benefits to the legal documents include:
  • simple, fillable-field PDF forms so you are assured of consistency regardless of the browser or computer. Users can print and fill in personal information by hand or they can open the documents on a computer and type directly in the fields. PDF technology also allows the documents to be locked, so no-one can change the content.
  • All the documents are drafted to be in compliance with federal HSA laws and regulations.
Includes 11 forms: HSA Application, Contribution Form, Distribution Form, Transfer Form, Beneficiary Form, Custodial Agreement, Authorized Signer Form, Employer Information Sheet, Employer Contribution Spreadsheet, HSA Payroll Deferral Form, HSA Application for Groups. Customized forms available for additional cost.

HSA Opening Document Samples
HSA Administration Document Samples
Frequently Asked Questions (FAQ) - Your customers can search on their own for answers to their HSA questions, providing additional support and saving time for you and your customers.

Special Note on Pricing - Select from the options below. Prices reflect a 20% discount without legal documents.

Add to Cart:

  • Model: HSA-WEBSITE
  • Manufactured by: HSA Authority

Please Choose:

HSA Customized Legal Documents

HSA Customized Tools/Worksheets

This product was added to our catalog on Friday 04 April, 2008.

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