Yes, we handle group HSA plans! We would be happy to work with your group on establishing HSA accounts for each of the eligible employees. You’ll find these two spreadsheets helpful in understanding the process for establishing a group of HSAs with Heritage Bank, and in remitting periodic contributions to the employees’ accounts. We’ll work hard to make your role in this process as easy as possible!
HSA
Group Plan WorksheetHSA
Group Contribution Form
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