Regence HSA Healthplan 2.0 “At a Glance”

• Regence HSA Healthplan 2.0 Product Page
• Summary of Benefits: Effective date 10/15/09 through 12/31/09
• Traditional HSA 1500/2500/3500 Ded. (PDF)
• Embedded HSA 3000 Ded. (PDF)
• HSA 100% Coins. 5000 Ded (PDF)
• Summary of Benefits: Effective date 1/1/10 and beyond
• Traditional HSA 1500/2500/3500 Ded. (PDF)
• Embedded HSA 3000 Ded. (PDF)
• HSA 100% Coins. 5000 Ded (PDF)

Training Programs

Agent training slides and answers to common questions.

• Regence HSA Healthplan 2.0 Medical & Rx product (PDF) Overview slides.
• Regence HSA Healthplan 2.0 FAQ (Frequently Asked Questions) (PDF)

How Regence HSA Healthplan 2.0 Works with an HSA

• Calculate Your Savings
• IRS Qualified Medical Expenses

Regence HSA Healthplan 2.0 Banking Partners

Regence preferred bank partners have dedicated HSA customer service and performance agreements to ensure a good member experience.

• Comparison of Regence HSA Partner Banks (PDF)
• Contact Information for Regence HSA Partner Banks (PDF)

HealthEquity

• HealthEquity member & employer portal: Enroll a new group or individual, view forms and documents.
• HealthEquity sales portal: Find pre-sale materials, open enrollment support materials, investment information and tutorials

HSA Bank

• HSA Bank Website
• Employer Overview:
• Macromedia flash overview of the choices, steps & options with HSA Bank and HSA Bank products
• Fee Schedule:
• Fees/costs associated with creating and maintaining an HSA

US Bank

• US Bank Website
• Broker Sales Presentation
• Link to Powerpoint presentation with HSA account overview, how to enroll in the US Bank HSA product, How to make contributions, Using HSA funds
• Schedule of costs & fees (PDF)

Wells Fargo Bank

• Wells Fargo Bank Website
• Broker Step-by-Step Guide (PDF)
• Monthly Administration Fee: $3.75

Product Comparison

• Compare Regence HSA Healthplan 2.0 benefit features to other Regence products
• Rate differentials
• Save comparison online or export as an Excel file
• New and renewing groups

Open comparison tool

Cross-Selling

Bundle Regence HSA Healthplan 2.0 with these products for potential benefit savings:

• Innova^SM Medical Plan
• Engage^SM Medical Plan
• Vitality Wellness Product (groups 100+)
• Dental Plans: Encore^SM, Expressions^SM & Radiance^SM
• Vision Plans
• Life & Disability: Regence Life & Health
• Employee Assistance Program - To learn more please contact us.
• Voluntary Critical Illness Protection
• Provides a lump sum cash payment upon diagnosis of a critical illness to pay for expenses the beneficiary chooses; including the full or partial HSA deductible and expenses not covered by medical plans.
• Voluntary Dental
  • Employer Collateral

Dual Options & Guidelines

Effective dates 07/01/09 to 12/31/09

• Innova/Engage/HSA 2.0 Dual Option Matrix (Groups 10-50) (PDF)
• Activate/Innova/Engage/HSA 2.0 Dual Option Guidelines (Groups 51+) (PDF)

Effective dates 01/01/10 and beyond

• Innova/Engage/HSA 2.0 Dual Option Matrix (Groups 10-50) (PDF)

Your Presentation

• Product Collateral
  Use this collateral with an employer.
  • Employer Collateral List
  • Order from your Sales representative
• Summary of Benefits: Effective 10/15/09 through 12/31/09
• Traditional HSA 1500/2500/3500 Ded. (PDF)
• Embedded HSA 3000 Ded. (PDF)
• HSA 100% Coins. 5000 Ded (PDF)
• Summary of Benefits: Effective date 1/1/10 and beyond
• Traditional HSA 1500/2500/3500 Ded. (PDF)
• Embedded HSA 3000 Ded. (PDF)
• HSA 100% Coins. 5000 Ded (PDF)

Forms

Group Forms

• Group Proposal Request (Groups 2-99)
• Spreadsheet Enrollment Procedure and Template (Groups 100+)

Enrollment Applications

• Online Enrollment Set-Up Checklist for Groups 100+ (PDF)
  • Learn about online enrollment and e-billing through Employer Center
• Small Employer Application (Groups 2-50)
• Application for Enrollment/Change (Groups 51-99)
• Application for Enrollment/Change (Groups 100+)

Waiver Froms

English
• Waiver Form (Group Size 2-50) (PDF)
• Waiver Form (Group Size 51+) (PDF)
Spanish

• Waiver Form (Group Size 2-50)/Formulario de renuncia (Tamaño del grupo 2 a 50)
• Waiver Form (Group Size 51-99)/Formulario de renuncia (Tamaño del grupo 51 a 99)

Guides, Checklists & Forms

• Online Enrollment Set-Up Checklist for Groups 100+ (PDF)
  Get your employees set up on Employer Center so they can use Online Enrollment and eBilling Enrollment for Groups 100+ (Initial Enrollment Only)
• Spreadsheet Enrollment Procedure and Template (Groups 100+)
• Group Master Applications
  • Groups 2-99 Employees
  • Groups 100+ Employees
• SurePay Authorization Form (PDF)

Member Materials

• HSA 2.0 Card Carrier
• Summary of Benefits: Effective 10/15/09 through 12/31/09
• Traditional HSA 1500/2500/3500 Ded. (PDF)
• Embedded HSA 3000 Ded. (PDF)
• HSA 100% Coins. 5000 Ded (PDF)
• Summary of Benefits: Effective date 1/1/10 and beyond
• Traditional HSA 1500/2500/3500 Ded. (PDF)
• Embedded HSA 3000 Ded. (PDF)
• HSA 100% Coins. 5000 Ded (PDF)

Employee Forms

• Small Employer Application (Group Size 2-50)
• Application for Enrollment/Change (Group Size 51-99)
• Application for Enrollment/Change (Group Size 100+)

Waiver Forms

• Waiver Form (Group Size 2-50) (PDF)
• Waiver Form (Group Size 51+) (PDF)

• Affidavit of Qualifying Domestic Partner (PDF)
• Affidavit of Qualifying Incapacitated (PDF)

Bank Materials

HealthEquity

• HealthEquity member & employer portal: Enroll a new group or individual, view forms and documents.
• HealthEquity sales portal: Find pre-sale materials, open enrollment support materials, investment information and tutorials

HSA Bank

Find member applications in the Employer/Employer Forms section of this site.

• HSA Bank Website
• Investment Options: Overviews investment options available through HSA Bank

US Bank

Find a member enrollment guide and account applications in Employer/Communication Tools.

• US Bank Website
• Investment Guide: Investment education and guide to US Bank's options

Wells Fargo Bank

Find employee enrollment brochures in the Employer Tab and online member applications in the Participants Tab on the main landing page.

• Wells Fargo Bank Website
• Investment Fund Information: