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Implementation Process

The Health Savings Solution implementation process is designed to ensure an accurate and timely set up of your employees’ HSA program. Your assigned U.S. Bank Health Savings Solution Implementation Specialist will provide the personalized service you deserve and will work with you every step of the way.

Our proven four-step process ensures your company's HSA implementation with U.S. Bank Health Savings Solution is quick, easy and accurate.

4 Step Process

Step 1: Select U.S. Bank as your HSA Program Administrator – Group Documentation
Step 2: Contact with your dedicated HSA Implementation Specialist
Step 3: Select HSA Employee Enrollment Process (specific steps depending on employee size)
Step 4: Select HSA Contribution Process (specific steps depending on employee size)

Please review our simple four-step process to learn more about providing
Health Savings Solution for you and your employees.

For important ERISA information, click here.

Step 1 Group Documentation


Once you have selected U.S. Bank to provide HSA administration services for your HSA Program, please complete the following three (3) forms, print and sign (where applicable), and send to U.S. Bank.

  1. Client Profile Questionnaire : This document captures important client contact information and communicates the implementation methodology for managing the enrollment and contribution process.
  2. Health Savings Solution Contribution Agreement : This agreement states that you, the Employer, agree to facilitate HSA contributions on behalf of your employees.
  3. Health Savings Solution ACH Agreement : This agreement states that you, the Employer, authorize U.S. Bank to initiate an ACH debit from your designated company DDA to fund contributions you submit to U.S. Bank.

All completed documents should be sent via mail to U.S. Bank Health Savings Solution P.O. Box 64491 St. Paul, MN 55164-0491 or via fax 1-866-350-2417.

Once U.S. Bank receives the above materials, a U.S. Bank Implementation Specialist will contact you to discuss next steps.

If you need additional information or have any questions
completing the forms, please contact U.S. Bank Health Savings Solution Services at 1-800-334-9207.


Step 2 Employer contact by HSA Implementation Specialist


The successful administration of your employees’ Health Savings Accounts (HSA) requires teamwork between your organization and U.S. Bank during the implementation process. We are committed to making your experience of establishing HSAs with U.S. Bank a positive one. That is why U.S. Bank assigns you with a dedicated Implementation Specialist to guide you through the process.

Once U.S. Bank receives the three (3) documents detailed in Step 1, you will be contacted by your assigned specialist within five (5) business days to begin the implementation process.

U.S. Bank will work with you to ensure the process progresses on time. The U.S. Bank Health Savings Solution Implementation Specialist will assist you with the following during the implementation process:

  • Manage the implementation of your HSA Program with a proven process
  • Coordinate the establishment of your employees’ HSAs
  • Work with you to answer your questions and resolve any issues
  • Prepare and deliver employee enrollment kits
  • Work with you to determine the most efficient and secure method of transferring data to U.S. Bank
  • Coordinate with your payroll provider (if applicable) to ensure all data is provided in an acceptable format

Employer’s role during implementation:

  • Provide U.S. Bank with the Client Profile Questionnaire and Contribution and ACH Agreement(s)
  • Communicate account attributes to your employees
  • Collect completed enrollment forms (if applicable)
  • Work with U.S. Bank to initiate the transmission of contribution data as detailed in Step 4.
  • Start payroll deductions and remit them to U.S. Bank in a timely fashion

Step 3 HSA Employee Enrollment Process


U.S. Bank provides your organization with three (3) enrollment options in order to make the process efficient and successful. Please review the following methods and determine which works best for your company.

To enlarge - click here


Step 4 HSA Contribution Process


An Implementation Specialist will work with you to assess the most appropriate data exchange tool for your situation. We have outlined below the three (3) options available to make your contribution process, quick, easy and efficient.

To enlarge - click here

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