www.bankofamerica.com/benefitslogin - Manage Your Health Savings Account in Bank of America

As an employee, you need to confirm whether your employer or Health Plan is providing a group program through Bank of America. If it does, get the Group ID from your employer or Health Plan to complete your Group HSA enrollment by following the steps below:

1. Visit www.bankofamerica.com/benefitslogin.
2. Click on the “Enroll in Group HSA” button in the “New Account” – “Enroll in a Group HSA” section.
3. Fill out the application form including Group ID, SSN, Name, Date of Birth, ZIP/Postal Code and so on. Click “Continue” to proceed.
4. Provide other personal information in the required fields.
5. Create your User ID.
6. Read terms and conditions carefully.
7. Verify your submitted information as an applicant.
8. Create your account and finish the process.

If you are an individual, you may go through the process as follows which is a little different from a group HSA enrollment:

1. Click the “Continue” button in the “Open an individual HSA” section.
2. Fill out the application including SSN, Name, Date of Birth, ZIP/Postal Code, etc. Then click “Continue”.
3. Offer other information.
4. Create your User ID.
5. Read terms and conditions and agree to them.
6. ID Authentication.
7. Applicant Verification.

Benefits of HSA
With your personal account, you can manage it online and get the following benefits:

• Make great tax savings.
• Balance rolls over year by year.
• The account and the unused funds will go with you whenever you find a new job, change for a new health plan or retire.
• Reduce health insurance premiums.
• Tax-free growth allows that funds in the HSA can grow tax-free.

Additionally, HSA Balance and Tax Savings Calculator enables you to see your possible future balance and tax savings.