| Selling a Mellon HSA |
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Order HSA Materials
Process for BlueEdge Individual HSA Prospects
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BlueEdge Plan & Mellon HSA Presented Together by Producer
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1. Producer has option to present Mellon HSA product at time of BlueEdge Individual HSA application (if so, include Mellon brochure and Request for HSA form in sales pack)
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2. Prospect completes and returns Request for HSA form along with health plan application
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BlueEdge Plan is Activated
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3. Once policy is activated, BCBSIL sends Mellon a file of HSA enrollment information (name, address, SSN#)
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Mellon HSA Welcome Kit Mailed
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4. Mellon verifies the identity of the individual, assigns HSA account number and sends the new HSA customer a welcome kit including a letter, signature card, beneficiary form, deposit ticket and disclosure statement. The member provides additional identification and enrollment information and signs the signature card.
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Mellon Account Established
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5. The member mails the completed signature card to Mellon in a postage paid envelope that is provided
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6. Mellon opens the HSA, posts check, if applicable, and sends a debit card and check book (with deposit tickets) to the member
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Note: Mellon requires enrollment file from BCBSIL in order to establish an HSA.
For more information on our BlueEdge Individual HSA product, take a look at the notes from our recent HSA briefing.
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