Information needed to enroll my employees in an HSA

Written by Rachael Seida
Updated 2 years 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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