Step 1: Enroll
Enroll as a Westfield Bank HSA Employer. New employers
click here to complete form and fax to HealthEquity, 801. 642.0505 You will the receive instructions from our administrators HealthEquity on how to access your employer on line portal.
Step 2: Complete application or enroll employees on line
As an employer enrolled in Westfield Bank’s Health Savings Account program, you will receive access to your unique employer website where you will be able to enroll employees online, download forms and marketing materials. You can make contributions and have real- time account information and reports.
Complete HSA application. The forms are available here or your employer online portal.
Click here to download an application,
click here to download a beneficiary form,
Click here to download fee schedule or call us at 1.800.368.8930 or 1.866.382.3510 for employer assistance at HealthEquity. Presentations are available on the Agent Broker page.
Step 3: Mail application/optional
To enroll on paper complete employee applications and mail the completed applications along with your initial contribution directly to HealthEquity, 1276 South 820 East, Ste 201 American Fork UT 84003
We look forward to answering your questions about Health Savings Accounts. For more information call 1.866.382.3510
