Enrolling HSA Participants

Key Takeaway

Instructions for enrolling new participants in a health savings account.

  1. 1

    Log into the Employer Access.

  2. 2

    Once logged in, select the Employees tab, then Add Employee.

  3. 3

    Under Add Employee Profile you will need to complete all fields with an asterisk (*) within the Personal Information and Employment Information sections, then click Add Employee.

  4. 4

    Select the Enrollments tab, and click Add Enrollment.

  5. 5

    Click the Enroll button for the benefit you are enrolling the eligible participant in and enter the required information, then click Add Enrollment(s).