Why make a mid-year move?
Resolve pain with current vendor
Make open enrollment a breeze
HSA bulk transfer makes it easy
Manage all your benefit offerings in one place.
No more jumping between platforms to keep track of your benefit offerings! Transfer your HSAs in order to consolidate your offerings and easily manage everything in one place.
Ease your burden during open enrollment.
When you make the switch now, you can get a solution in place that is ready before you start prepping for the busy open enrollment season.
Quickly transfer your HSAs using group transfer.
We make it easy to transfer HSAs for even the most complex organizations thanks to our innovative group transfer options.
How can WEX help?
Streamline the onboarding and management of every HSA account.
You can stay in control of the entire employer and participant experience and make sure they know who their administrator is, how to use and take advantage of their account, and where to go for help when they need it.
Use state-of-the-art HSA investment technology.
From investment allocation models, brokerage account options, custom fund lineups, and the ability for participants to manage their HSA on-the-go with our mobile app, WEX makes it easy for you to help participants invest their HSA.
Simplify administration for employers (of all sizes).
Employers can take advantage of innovative features that simplify the HSA administration process such as simplified contribution processing that allows employers to fund HSA contributions in the way that works best for them, group HSA transfers, and accelerated HSA contributions (just to name a few).
Download your resources
**Remember: you’ll need to be logged in to Partner Central to access these materials. Please contact your Partner Account Executive with any questions.
Tools
Bulk Transfer Details Timeline
Mid Year Move Timeline for Employers
Midyear HSA Move Timeline
Midyear HSA Transfer Feature Checklist
Mid-year Transition Email Templates_Employer
Mid-year Transition Email Templates_Participant
Mid-Year Transition Handout_Employer
Videos
Employer Group HSA Transfer Request Feature
Mid Year HSA Move Consumer Experience
New Employer Setup Wizard for Mid Year Moves
Mid Year Transition Webinar Recording
Forms
Bulk Transfer by Wire Spreadsheet
Group HSA Transfer Document C_HSA Transfer Letter to Current Custodian-Trustee
Group HSA Transfer Document D_Accountholder Welcome Letter from Partner
Group HSA Transfer Kit
Individual HSA Transfer Document A_HSA Transfer Form-Individual
Individual HSA Transfer Document B_Accountholder Welcome Letter from Partner
Individual HSA Transfer Kit
Slides
HSA Mid-Year Move-Partner to Employer Sales
HSA Mid-Year Move
Questions? Contact your PAE.
@2021 WEX Health, Inc.