Turn-key HSA Solution
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Metavante enables you to provide a turn-key, branded HSA solution to all of your
clients. Whether your strategy is retail or commercial, Metavante has all of the
technology and services you need. Our Turn-key HSA Solution is built with our proven
technology infrastructure, backroom operations, and ongoing call center servicing
to get your HSA programs up and running quickly and operating smoothly.
Metavante's solution includes support for the employer and its employees, encompassing
the full HSA life-cycle from enrollment and account processing to investments and
regulatory reporting. In addition, the Metavante HSA system enables you to issue
our industry-leading benefit debit card to provide instant access to HSA funds.
Additional features of Metavante’s Turn-key HSA Solution include:
- Fully outsourced HSA servicing, from enrollment and account opening to ongoing account
access and call center services, or just the components you need
- HSA depository account and processing with access to an HSA account through checks,
a debit card, branded Web site, call center, etc.
- Automated transaction tracking and categorizing, making it easy to comply with government
reporting requirements
- Flexible service charge options
- 1099-SA and 5498-SA regulatory reporting
- Branded Web site with bill payment capabilities
- Investment options
- Automated group or individual enrollment
- Online application for self-service new account opening via the Web
- Program support, including educational and marketing materials