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Get Chase Health Savings Account (hsa) - Employers
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How to fill out the Chase Health Savings Account (HSA) - Employers online
This guide aims to provide clear and supportive instructions on how to complete the Chase Health Savings Account (HSA) Enrollment Package for Employers online. Following the steps outlined will help ensure a smooth enrollment process.
Follow the steps to complete your Chase HSA Enrollment Package.
- Press the ‘Get Form’ button to access the Enrollment Package.
- Fill in your personal information in Section 1, including your name, social security number, date of birth, and residential address. Ensure you complete all required fields marked with an asterisk.
- In Section 2a, if contributing through payroll deduction, indicate the amount to be deducted from your pay and provide the effective date.
- If you do not have payroll deduction, proceed to Section 2b. Authorize the initial deposit of at least $50 from your personal checking account and ensure you attach a voided check.
- In Section 3, designate one or more primary beneficiaries by providing their names, social security numbers, and percentage allocations that total 100%.
- Review and sign the Enrollment Form and Adoption Agreement in Section 4, confirming your understanding of the terms and conditions.
- Finally, ensure all sections completed are returned to your HR representative or broker along with any additional required forms.
Complete your Chase Health Savings Account (HSA) Enrollment Package online today!
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Under the agreement, approximately 700,000 accounts, including an estimated $1.3 billion in deposits and $175 million in investments, will migrate from JPMorgan Chase Bank to HSA Bank, a division of Webster Bank and a leading administrator and depository of health savings accounts, over a transitional period.
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