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Online Enrollment
Revised 12/3/2010
ONLINE ENROLLMENT IS HERE! Effective November 17th, consumers will be able complete their HSA enrollment online via www.53hsa.com Consumers will be able to access the online enrollment application via www.53hsa.com
Click on “Open Account” in top menu bar
Click on “Open Your HSA” in right hand navigation bar
Online Enrollment
Revised 12/3/2010
Clicking on “Open Account” or “Open Your HSA” on the www.53hsa.com home page will direct the consumer to the online enrollment landing page. To start the enrollment process, the consumer will need to enter an enrollment code in the “Code” field. This is also the logon page for existing customers.
Existing customers will enter their user name and password in this section
Customer’s enrolling online in a new HSA will enter their “Enrollment Code” in this field and then click “Get Started”
Online Enrollment
Revised 12/3/2010
Q&A Are customers required to add a bank account during online enrollment (revised 11/30/10)?
No, bank accounts are not required. Customers may elect to add or remove bank accounts at any time while their account status is active.
How do customers choose “Family” as a Qualified Health Plan Coverage during online enrollment?
The default for the “Qualified Health Plan Coverage” on the Eligibility Page is “Individual”. If a customer wants to choose “family” they will need to add dependents on the “Dependents Page” during online enrollment.
Can a consumer save a partially completed application and come back to it complete it at a later hour/date?
No. There is no auto save function. The consumer must complete the enrollment process during one sitting. The average time to complete the online enrollment process is 10‐15 minutes depending on whether dependents, beneficiaries, and bank accounts are added.
Is there anything the consumer should have available to assist in completing the online enrollment process.
Yes. It will speed up the process if the consumer is prepared before enrolling online. • If adding dependents – social security numbers and birthdates • If adding beneficiaries – names, addresses, social security numbers and birthdates • If linking a personal bank account – routing number and account number
What does it mean if the Participant receives an IDV notification message on the “Profile” page?
When the “next” icon is clicked on the “profile” page, it automatically puts the enrollee through the IDV (Identification Verification) process. If the Participant receives the IDV notification message, it means that information did not match the IDV database. Receiving the message, gives the enrollee an opportunity to review whether any input errors were made. They don’t have to make changes to proceed to the next screen, however:
• If information is not corrected and/or revised, they will be informed to contact HCB Consumer services to provide the documentation required to pass IDV. The contact information for HCB Consumer Services will be provided on the final confirmation page.
• If information is corrected, they will find out on the final confirmation page whether the changes made were sufficient to pass the IDV process. If not, they will be required to provide IDV documentation.
Either way, HSA Customer Support is not to collect IDV documentation from the enrollee. They should be directed to make arrangements to provide IDV documents directly with HCB Consumer Services
What if a participant advises they added a dependent or beneficiary, but they do not see them listed on the “Summary” page?
• To add a dependent, the participant needs to complete the information on the screen and click the “Add Dependent” icon, before clicking the “Next” icon.
• To add a beneficiary, the participant can click on names shown on the right of the screen (if dependents were added). This will populate all the fields. They must then click the “Add Beneficiary” icon, before clicking the Next” icon.
Online Enrollment
Revised 12/3/2010
WHAT IS THE SEQUENCE OF SCREENS TO ENROLL AND WHAT DO THE SCREENS LOOK LIKE?
• Visit www.53hsa.com and click on “Open Account” or “Open Your HSA”
• Landing Page – enter enrollment code and click “Get Started”
Online Enrollment
Revised 12/3/2010
• Create Account Page – enter contact information and create user name and password
• Answer Security Question Page – answer five security questions
Online Enrollment
Revised 12/3/2010
• Summary of Pre‐Tax Benefits Page – Summary of HSA benefits
• Profile Page – additional contact information – most of this page is pre‐populated with
“Create Account Page” information
Online Enrollment
Revised 12/3/2010
• Dependents Page – add dependent(s) if applicable
• Eligibility Page – page where consumer certifies they meet qualifications of HSA ownership
Online Enrollment
Revised 12/3/2010
• Payments Page – order debit card, checks, and adding bank account. The radial button to add an optional bank account cannot be “un‐clicked”, however, adding a bank account is optional. If the participant does not want to add a bank account, they can click thru this screen and the bank account information screen
• Payments Page – add bank account information. If the participant does not want to add a bank account, they can click thru this screen
Online Enrollment
Revised 12/3/2010
• Payments Page – Pop up box to confirm adding bank account information
• Beneficiary Page ‐ add beneficiary(s) if applicable
Online Enrollment
Revised 12/3/2010
• Terms and Conditions Page – page where consumer acknowledges they have read the
Custodial Agreement, Rules & Regs, Electronic Disclosure, Terms & Conditions, Fees, Rates
• Summary Page – consumer can review / update/or accept all input
Online Enrollment
Revised 12/3/2010
• Create Authorization Page – page on which consumer acknowledges that information is correct and authorizes Fifth Third to open an account in their name
• Confirmation Page – confirmation to consumer that account has been established and they
have successfully enrolled into their HSA.
Online Enrollment
Revised 12/3/2010
Please note: the pages are intuitive and indicate which information is required. Help “?” icons are available throughout to assist the consumer. The system will not allow the consumer to proceed if the page has only been partially completed.
