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If your company is looking for an HSA program that is easy to implement and easy to monitor, our HSAs for Small and Mid-size Businesses are perfect for you. In as little as five business days, you can be approved for a program and be ready to enroll your staff. We provide all the educational and promotional materials you will need to engage and motivate your employees to sign up. In addition, you’ll have a comprehensive suite of online management tools in place to help you monitor activity, balance levels and other key data. We'll show you how!
Unlike many providers, J.P. Morgan owns all aspects of our HSA servicing. So you can be certain that both you and your employees are supported with prompt, professional service and exacting attention to detail.
And the setup process is remarkably easy. In fact, you can find out just how easy it is to open your HSA program online by clicking on the three steps below. Or, you can download a client setup package and get started- right here, right now.
Get started in 3 easy steps! Click on the tabs below to learn more.
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To begin, download and complete the HSA Setup Package and Service Agreement. Fax the completed document back to us as directed and we'll set up your program. In approximately 8-10 business days you will have access to the HSA Online Portal Services Website, and employees can begin to enroll in their accounts. We'll also provide you with:
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J.P. Morgan provides you a wide range of marketing materials to help educate and motivate your employees. As part of your Welcome Package, you'll gain access to our online HSA Document Library for user guides, forms and training presentations as well at the HSA Marketing Resource Center, which features a menu of videos, online calculators, posters, mailers, fact sheets and other materials - so your employees will be more informed, and you'll spend less time fielding questions. Once enrolled, each employee will be mailed a HSA Welcome Package that provides detailed information and instructions for making deposits and withdrawals from their new account - including convenient HSA debit cards that can be used at doctors' offices, pharmacies, and even at ATMs. |
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Many employers find that making an initial contribution or helping employees make pre-tax contributions to the accounts can boost enrollment dramatically - especially during a transition from traditional health coverage to a High Deductible Health Plan. If you choose to do so, J.P. Morgan makes the funding process simple. You just send funds to a designated reserve account (via ACH or check), and then logon to the secure portal to allocate funds to each employee's HSA. You can also use the portal to access reports on your program and to see details for both your reserve account and your deposits to employee accounts. |
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Visit chase.com/hsa for general HSA information
See what your average annual savings can be with an HSA plan.
Free white paper: Best Practices for Implementing an HSA Program |
| Start Your HSA Program Today |
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Download your Client Setup Package Click here to compare J.P. Morgan HSA program features and benefits. |
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Here's what your employee communications process might look like » |
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