RESOURCE CENTER

Bank of America HSA/BlueSaver HRA
email download
2017 Small Employer Group application for BlueSaver HSA
This application and checklist should be used with employer groups when the broker cannot complete HSA setup through RO AM. New customers and any customers newly selecting a qualified high-deductible health plan can generaly have accounts opened auto
email download
2017 Small Employer Group application for BlueSaver HRA
The Small/Mid-Size Group HRA is a notional account which does not require any pre-funding. Please make sure you review the Spending Account Invoicing Guide to become familiar with the claims invoicing process which the employer can manage through the
email download
2016 Group Application for the Bank of America HSA (2-50)
Setup is typically processed via a turn-key setup via ROAM when your Account Manager processes your new business or renewal change. This form is required IF that process fails. It will only setup group shell and not member accounts.
email download
2015 Group Application for the Bank of America HSA (2-99)
Setup is typically processed via a turn-key setup via ROAM when your Account Manager processes your new business or renewal change. This form is required IF that process fails. It will only setup group shell and not member accounts.
email download
Bank of America HSA Checklist for Employer Setup
Steps to successfully transition to the new health savings account (HSA) administered by Bank of America.
email download
Blue Saver Health Account Reporting Guide
IBC branded piece for distribution to your customers, to assit the, in setting a Bank of America or other Blue Saveraccount, specifically reviewing all the various reporting capabilities an employer will have.
email download
HSA Contribution Guide
IBC branded piece for distribution to your customers, to assit the, in setting a Bank of America HSA account, specifically setting up ER contributions.
email download
Bank of America HSA - FAQs
In conjunction with IBC transition to Highmark system, IBC will change HSA vendors, from Bancorp to Bank of America. This FAQ is intended to help ease the transition.
email download
HSA Employer Portal User Access Request Form (Mid Group)
This access request form provides employers with access to the spending account tab of the employer portal. It is for mid-size group customers who plan to contribute to Bank of America HSAs associated with an IBC HDHP.
email download
HSA Employer Portal User Access Request Form (Small Group)
This access request form provides employers with access to the spending account tab of the employer portal. It is for small group customers who plan to contribute to Bank of America HSAs associated with an IBC HDHP.
email download
Sample Employer letter for Bank of America HSA accounts
Included in welcome packet for any new customer or existing customer renewing an HDHP as of 1/1/14, this letter and packet will help them understand the capabilities of working with Bank of America.
Email Document

Email sent successfully!

close
Email Document