Information needed to enroll my employees in an HSA

Written by Rachael Seida
Updated 11 months ago

Ameriflex requires all of the following information to enroll employees in an HSA. This information can be provided using the Ameriflex enrollment spreadsheet

  • Full Social Security Number
  • Full Name
  • Date of Birth
  • Physical Mailing Address - PO Boxes are not accepted.
  • Email Address - This is required so that they can receive the HSA Welcome Kit and Health Disclosure, which both require a signature. We recommend not using a company email address if possible, to prevent communication gaps if the participant were to terminate employment and still need to operate their HSA account. 
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