Health Savings Account (HSA) Open Enrollment
Alerus provides employees with access to educational and plan resources on our online Employee Resource Center.
Enrollment forms (if needed for internal use) and other employer plan resources can be downloaded from the Employer Resource Center.
ACTION ITEMS
| Due Date | Action Item | Description | Submission Instructions | Form Required |
| One month before plan year begins | Participant Enrollments | Submit your new plan year enrollments. | Submission methods listed in the "Enrollment Submissions" section of this page. | N/A |
Enrollment Submissions
Current HSA participants will continue their HSA account participation in the new plan year automatically.
New enrollment information can be submitted to Alerus:
- ENROLLMENT FILE
File Feed: If you have a secure file feed established between your HRIS system and Alerus, the new plan year enrollments may be able to be submitted through this file feed. Connect with your HRIS team to coordinate sending this enrollment file to Alerus no later than one month before your plan year begins. Format your open enrollment file using the following file naming convention: “CompanyCode_PT_EN_DATE_OE”.Employer File: You can upload an employer demographic/enrollment file through the Employer Website. Visit Importing Files for instructions on this process.
- DIRECT ENROLLMENT ENTRY
You may enter your enrollments one at a time directly through the Employees section of the Employer Website. Visit Manual Enrollment Entry for instructions on this process.
Do not submit enrollment termination dates for active participants to Alerus as of the plan year’s end, either through file integration or the employer website. Doing so will cause issues with your benefit programs. Alerus automatically tracks the end of your plan year for claim eligibility.
Employee Education Materials
All employee educational materials can be found in the HSA Resource Center.
Enrollment Verification
Enrollment verification is required to ensure accurate benefit enrollment. After the plan year enrollments have been processed, you are required to verify plan year enrollments by downloading a report through your Employer Website – Reports>New Report>Enrollment. Report parameters for this review are:
- File type: PDF or Excel
- As of: current date
- Plan year: HSA program
- Group by: Divisions
- Include detail
- Check: “Include additional information”
- Check: “Include coverage level”
Plan Upgrades to Consider
Participant/Dependent File Feed: Alerus can accept a file feed from your HRIS or payroll system to automatically send demographic, enrollment, dependent, or contribution benefit information to Alerus, eliminating the need to manually update participant information within our systems. Reach out to our team at health_benefits_client_support@alerus.com if you are interested in integrating a file feed with Alerus.
