Follow the steps below when you are setting up a group with the BASIC HSA™.

1. Have employer go through “initial set-up” on homepage.
1.   They choose their own username and password
2.   Will use that information for on-going administration
3.   The plan ID is what employees use to enroll online
4.   At end the employer will receive a confirmation email with plan information.
2. Once employer is set-up; employees can enroll online under “Set Up My HSA” in employee section
   1.   Enter plan ID given by employer
   2.   They also create their own username and password
   3.   This is used in profile updating
3. Payroll deductions will be deposited into their HSAs and they will receive their debit card in 7-10 business days.
4. Employers can find all paper forms for enrollment under downloadable enrollment forms .