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 Avidia 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.