Regence HSA Healthplan 2.0 “At a Glance”

• Regence HSA Healthplan 2.0 Product Page
• Benefit Summaries
• Effective 1/1/11–12/31/11
• Traditional HSA 1500/2500/3500 Ded. (PDF)
• HSA 100% Coins. 5000 Ded. (PDF)
• Effective 1/1/12 and beyond
• Traditional HSA 1500/2500/3500 Ded. (PDF)
• HSA 100% Coins. 5000 Ded. (PDF)
• Embedded HSA 3000 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)

Cross-Selling

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

• Innova^SM Medical Plan
• Vitality Wellness Product (Available to 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

Your Presentation

• Product Collateral
  Use this collateral with an employer.
  • Employer Collateral List
  • Order from your Sales representative

Forms

Group Forms

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

• Small Employer Application (Groups 2-50) (Fillable PDF)
• Application for Enrollment/Change (Groups 51-99) (Fillable PDF)
• Application for Enrollment/Change (Groups 100+ Fully Insured) (Fillable PDF)
• Application for Enrollment/Change (Groups 100+ Self Insured) (Fillable PDF)

Waiver Forms

• Waiver Form (Group Size 51+) (Fillable PDF)

Guides, Checklists & Forms

• Online Enrollment Set-Up Checklist (Groups 100+) (PDF)
  
• Spreadsheet Enrollment Procedure and Template (Groups 100+)
• Group Master Applications - Effective for groups with effective dates of 1/1/2012 and beyond
  • Groups 2-99 Employees (Fillable PDF)
  • Groups 100+ Fully Insured (Fillable PDF)
  • Groups 100+ Self Insured (Fillable PDF)
• Surepay Authorization Form (PDF)

Member Materials

• HSA 2.0 Card Carrier
• Benefit Summaries
• Effective 1/1/11–12/31/11
• Traditional HSA 1500/2500/3500 Ded. (PDF)
• HSA 100% Coins. 5000 Ded. (PDF)
• Effective 1/1/12 and beyond
• Traditional HSA 1500/2500/3500 Ded. (PDF)
• HSA 100% Coins. 5000 Ded. (PDF)
• Embedded HSA 3000 Ded. (PDF)

Employee Forms

• Small Employer Application (Group Size 2-50)
• Application for Enrollment/Change (Group Size 51-99)
• Application for Enrollment/Change (Groups 100+ Fully Insured) (Fillable PDF)
• Application for Enrollment/Change (Groups 100+ Self Insured) (Fillable PDF)

Waiver Forms

• Waiver Form (Group Size 51+) (Fillable PDF)

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

Bank Materials

• 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

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

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