Your HSA benefits toolkit
Resources to help educate and inform your employees during open enrollment and throughout the year
During open enrollment, employers play a key role in helping employees make informed decisions about their workplace benefits. To help drive engagement, we’ve created a wide range of resources to educate employees about your health savings account (HSA) and suite of benefit solutions.
HSA resources
HSA benefit overview flyer
Designed PDF to inform eligible employees about how an HSA can be used as a highly tax-advantaged account to prepare for future healthcare costs.
HSA digital projector slides
Three powerpoint slides that can be used on a digital projector or added to your intranet to help employees understand the value of an HSA.
HSA intranet posts
Highlights the key benefits of an HSA and encourages employees to sign up during open enrollment. For use on a SharePoint site, intranet site, or other employee-facing website.
HSA open enrollment video
A short video to help educate participants about the benefits of an HSA and encourage them to sign up during open enrollment.
HSA participant overview flyer
A flyer to assist HSA participants with how to invest their money once they meet the minimum requirement.
HSA open enrollment email OFT
An email template to introduce employees to the benefits and features of an HSA.
HSA balance transfer
Letter – Paper form
A step-by-step guide for employees to use a paper form to efficiently transfer HSA balances and account information from former custodians/trustees.
HSA balance transfer
Letter – Electronic
A step-by-step guide for employees to efficiently transfer HSA balances and account information from former custodians/trustees.
HSA balance transfer email OFT – Paper form
Step-by-step email instructions for employees to use a paper form to transfer HSA balances and account information from former custodians/trustees.
HSA balance transfer email OFT – Electronic
Step-by-step email instructions for employees to transfer HSA balances and account information electronically from former custodians/trustees.
HSA FAQ Brochure
Answers to some of the frequently asked questions regarding HSAs.
Spending Account Claims Made Easy
A step-by-step guide on how to submit a claim from your Transamerica spending account.
Ongoing HSA education
Education for other health solutions
Benefits Overview poster
A customizable poster to promote your HSA, medical care flexible spending account (FSA), and dependent care FSA. Work with your client executive to add or delete content based on your specific offerings.
Additional flyers
The following flyers can be posted to a SharePoint site, an intranet site, or on the employee benefits website alongside the offering to help participants understand why they should consider a specific solution.
New To Transamerica? Get started by completing these forms.
Complete Form A if interested in establishing just a Transamerica HSA. Complete Form B if interested in establishing other products in addition to the Transamerica HSA. Be sure to complete Form C in addition to either A or B.
Health savings products and services offered through Transamerica Health Savings Solutions, LLC. All Transamerica companies identified are affiliated.
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