Open Enrollment Quick Reference Guide
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1 Open Enrollment Quick Reference Guide This document outlines our user friendly tools for online enrollment for your Health Savings Account during the open enrollment period. If you have any questions, please feel free to contact us through at or by calling To begin your Open Enrollment process: Log on to Select Member Enter your Company Name as ABB Click the link for HSA Bank Account Open Enrollment 1
2 Step 1: Log in to the Consumer Portal to begin on-line enrollment: Enter your Username and Password on the Secure Login Screen Your user name is the first 4 letters of your last name and the last 4 digits of your social security number and an underscore with abb. The first letter of your last name will be capitalized. For example: John Smith s username is: Smit1234_abb. Your password, the first time you log in, is the same as your username. You will be prompted to change your password for your security. 2
3 Step 2: Begin online enrollment by clicking the HSA Enrollment link. Once you click Enroll, you will see the Plan Description. Click Next to proceed. Step 3: Enrolling in the HSA If you are enrolling in the Health Savings Account, you will need to click each of the links to Read and agree each document. You will need to scroll to the bottom of each document and click the box next to I have read and agree. Then close that document and go to the next one. Click Next to proceed. 3
4 Step 4: Verify your Consumer Profile information. Fields with a red asterisk (*) are required. Your address allows you to receive notifications and other important information quickly. Click Next. Please note, Identity verification is required to open your HSA. If we are unable to validate your identity based on the information provided, you will now be given the opportunity to make changes if applicable, and select Next. If you determine your information is correct, we will request verification documentation in form of a drivers license, utility bill, and/or social security card to complete your enrollment. Step 5 (if applicable): Enter Dependent information and click Add to List. The added dependent displays under the Eligible Dependents list. Click Next to proceed. Step 6: 4
5 Review the Plan Rules and then certify that you meet the qualifications to open a Health Savings Account, and choose your coverage level. If there are no dependents loaded on your account, your coverage level will default to Individual. Click Next to proceed. Step 7: Enter your election amount in the My Election field. Click Next to continue. 5
6 Step 8: Select your Payment Methods. Click Next to continue. If selecting Direct Deposit enter your bank account information. The Bank Information may pre-populate based on the routing number entered. If not, enter the contact information for your bank. 6
7 Step 9: Select beneficiaries from the Dependents box to pre-fill the information. Click Add Beneficiary. Add a contingent beneficiary by choosing them from the Dependents box or complete the fields, and click Add Beneficiary. Beneficiaries and Share Percentages display and you may Update or Remove as necessary. Click Next to continue. Note: During Enrollment, you must name your spouse as a primary beneficiary if you are married. Step 10: Verify your Enrollment Summary information carefully. Click Edit Information in any of the sections to make corrections. Click the Print link for a copy of your Enrollment Verification. Click Submit. 7
8 The final step is to complete the HSA Account Creation Authorization requesting that an HSA be opened in your name. Click Submit Enrollment. Step 11: Congratulations! You have now successfully completed your HSA enrollment! Please contact HealthSCOPE Benefits if you have questions. 8
9 Once your enrollment is completed, you can update your enrollment at anytime during the open enrollment period from the home page, by clicking Change HSA Election. 9
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