Our commitment to easy is apparent at all levels of SelectAccount - from our sales staff, through our implementation team, to our customer service team - we’re dedicated to simplifying the process and adding value to health care financing options. Our hassle-free partnership promise means that we’ll walk you and your clients through every step of the process from the moment you decide to partner with us, to the implementation of a health care financing strategy. Our approach is so simple, you can count the steps on one hand.

To request a quote, send the group name, type of product(s), and group size to SelectAccountAdvocate@SelectAccount.com or call our dedicated Agent Line at 1-888-460-4015.

Step 1: Choose a plan. We offer three health savings account (HSA) plan options that allow your customers to choose between a lower monthly administrative fee and a higher rate of interest on account balances. We also offer flexible spending accounts (FSA), health reimbursement accounts (HRA), VEBA accounts, transportation accounts and other specialized spending accounts.

Step 2: Choose your enrollment method. Choose between our Online Group Service Center for enrollment that’s completed by your client’s human resources team, employee self-enrollment through SelectAccount.com, or an electronic file submission to SelectAccount.

Step 3: Set contribution levels and method. Your customers can choose if their company will fund the employees’ accounts, how they’ll fund those accounts, and the frequency with which they’ll make contributions.

Step 4: Customize a communications strategy. Use our customizable employee communications toolkit to help your clients educate their employees about how to use their spending accounts and to keep them engaged and actively managing those accounts along the way.

As one of the largest HSA custodians and a seasoned administrator of a wide variety of health financing options, SelectAccount is the partner of choice for a growing number of companies. In fact, we currently manage more than $200 million in medical savings for members in all 50 states. There’s good reason more companies are turning to SelectAccount. Consider this:

We offer a full suite of innovative consumer-directed health care products.

• Tiered HSA plan designs provide a range of choices for your clients.
• Consumer-directed accounts offered in multi-purse arrangements with medical and dependent care Flexible Spending Accounts.
  

We know health care, and it shows.

• SelectAccount has a 20-year history of focusing solely on health care financing, and we know how to make the two elements - health care and financing - work seamlessly together.
• Our singular focus has enabled SelectAccount to develop a proprietary technology platform that gives us end-to-end control over the experience for you and your customers.

We never charge typical bank fees.

• No opening or closing fees.
• No non-sufficient funds fees.
• No wire-transfer fees.
• No minimum balance fees.
• No paper statement fees.
• No over-contribution fees.

We know that “easy” matters.

At SelectAccount, we adhere to a hassle-free partnership promise, which means we focus on simplifying the process and making consumer-directed and health care financing work better for you and your customers.

We know the importance of personal touch.

Our customer service team works only on medical spending accounts and receives ongoing training to ensure they’re always informed and able to answer member questions. Likewise, our dedicated client advocates are ready and willing to help you and your customers with questions about account administration.

We know money matters.
We know you want best-in-class solutions for your clients and when you recommend the SelectAccount Premium Saver, you’re selling the clear HSA market leader. Since it was first introduced in 2007, the Premium Saver has remained among the highest interest-bearing HSAs nationally.

Now, as our trusted partner, you can earn a $10 bonus for every new Premium Saver HSA account you sell between January 1, 2011 and March 31, 2012.

You can increase enrollment in your high-deductible health plan option if your employees better understand how the health plan and the HSA work together. We have found that employees are more satisfied with their plans if they know about, and use, the convenient features they have access to with their SelectAccount HSA.

The SelectAccount HSA Employee Communications Toolkit is a valuable tool for achieving these goals and ensuring the success of your account and your overall benefit plan. The toolkit is organized according to tools and messages that are relevant during:

• Pre-enrollment - Once your plan design is complete and you want to start generating awareness and understanding for the HSA among employees, to increase adoption during open enrollment.
• Open enrollment - The toolkit includes essential elements for employee education during the open enrollment window.
• Post enrollment - Once your open enrollment is complete and your employees are beginning to open their HSAs, detailed information about how it works and how SelectAccount can support them along the way will improve their experience and satisfaction.

Pre-enrollment
Communications timeline
Letter to managers
Letter to employees
Fact sheet: Top 10 benefits of your HSA
Fact sheet: Little-known facts about your HSA
Take a Tour! Online Member Service Center
Multi-use copy: Benefits of Using Your Debit Card
Multi-use copy: Online Member Service Center
Multi-use copy: How to open your HSA

Open enrollment
HSA Questions and Answers
HSA Open enrollment presentation video
HSA Open enrollment Powerpoint Presentation
HSA Quick Start Guide
Take a Tour! Online Member Service Center
Multi-use copy: Benefits of Using Your Debit Card
Multi-use copy: Online Member Service Center
Multi-use copy: How to open your HSA

Post enrollment
HSA reference guide
HSA Questions and Answers
Tip sheet: Access your information at SelectAccount.com
Multi-use copy: Maximize your tax benefits with your HSA
Multi-use copy: Smart choices. Small changes that can help you save big
Multi-use copy: About Catch-up Contributions
Multi-use copy: Online Reimbursement Tip
Multi-use copy: Benefits of Using Your Debit Card
Multi-use copy: Online Member Service Center

These forms and materials are available for use by employers and agents. If you have questions about our products or how to complete a form, please contact us.

Brochures to help you sell SelectAccount to employers

SelectAccount Capabilities Brochure

HSA Employer Brochure

SelectAccount Hassle-free Partnership Promise

Flexible Spending Account Plan Employer Brochure
Learn more about flexible spending accounts and their advantages for your organization.

Premium Only Plan Employer Brochure
See the benefits of a premium only plan.

Brochures to help you sell SelectAccount to employees

HSA Quick Start Guide
Employee guide to understanding health savings accounts.

FSA Quick Start Guide Employee Brochure
Employee guide to understanding flexible spending accounts.

HSA Reference Guide
See the benefits of a health savings account.

Premium Only Plan Employee Brochure
Employee guide to understanding the benefits of a premium only plan.

TaxSaver Health Options Brochure
Employee guide to understanding the benefits of a TaxSaver Health Options premium reimbursement account plan.

Employer Forms

Employer ACH Authorization Agreement
Authorize SelectAccount to charge your bank account through the Automated Clearinghouse (ACH) for your claim payments

FSA Plan Design Guide
Design a SelectAccount flexible spending account plan that fits your organization's goals.

Group Contact Change Form
Use this form to indicate a change in group contact information with SelectAccount. This form must be completed by an authorized group contact.

Group Optional Features Change Form
Use this form to indicate a change on your existing group HSA plan design.

HRA Enrollment Form
Submit enrollment information to SelectAccount for the participants in the HRA plan.

HRA Plan Design Guide
Design an HRA plan that fits your organization's goals.

HSA Contribution Form
Use when submitting an HSA contribution check to SelectAccount to indicate the contribution amounts for the HSA participants.

HSA Plan Design Guide
Design an HSA plan that fits your organization's needs.

Location Addendum
Use this form to indicate multiple locations along with a plan design guide.

Premium Only Plan or TaxSaver Health Options PRA Plan Design Guide
Complete the pretax group insurance benefit plan design guide to sign up for a SelectAccount Premium Only Plan or the TaxSaver Health Options Premium Reimbursement Account.

VEBA Contribution Form
Use when submitting a VEBA contribution check to SelectAccount to indicate the contribution amounts for the VEBA participants.

VEBA Enrollment Form
Submit enrollment information to SelectAccount for the participants in the VEBA plan.

Member Forms and Materials

Authorization for Release of Information (ARI)

Claim Appeal Form

Debit Card Request Form

Dental Crossover Form

Dependent Care Expense Claim Form

Direct Deposit Form

FSA Eligible Medical Expense Listing

HSA Group Application

HSA Individual Application

HSA Basic Investment Account Mutual Fund Options

HSA Beneficiary Designation Form

HSA Contribution Form

HSA Eligible Medical Expense Listing

HSA Individual Interest Rates and Pricing Sheet

HSA One Time IRA to HSA Rollover Request Form

HSA Rollover Form

HSA Transfer Request Form

HSA Withdrawal Request Form

Letter of Medical Necessity

Medical Crossover Form

Medical Expense Claim Form

Transportation Claim Form

Orthodontia Worksheet

Over-the-Counter Drugs Eligible Expense Listing

Pay-the-provider Election Form

PRA and TaxSaver Claim Form

Reimbursement Return Form

VEBA Eligible Medical Expense Listing

Spanish Member Forms and Materials

Formulario de Reclamo de La Cuenta de Reembolso de Gastos Medicos - Medical Expense Reimbursement Claim Form

Formulario de Inscripcion para Medical Crossover- Medical Crossover Form

Autorizacion Para Deposito Directo - Direct Deposit Form

Opcion Pagar al Proveedor - Pay-the-provider election form

Cuentas de Gastos Flexibles Informacion Para Empleados - FSA Materials Instruction Sheet

Link to Forms on the Blue Cross and Blue Shield of Kansas Website (www.bcbsks.com)

Please note that clicking on this link will cause you to leave the SelectAccount website and send you to the Blue Cross and Blue Shield of Kansas website.