Single Point Billing HSA Setup Process

1. Single Point BillingHSA Setup Process SPBHSA@ebds.com

2. Roles and Responsibilities

3. EBDS Single Point Billing – HSA Setup GROUP EBDS Fax or E-mail New Group Information Form and Service Agreement to EBDS Once the e-mail or fax is received by EBDS, a 30 day implementation date is established. START A welcome e-mail is sent with information on group setup EBDS receives the data from Group which includes a template with participant data Receives e-mail and prepares the data to be supplied to EBDS Group must provide data by Day 11 EBDS sets up the group information and participant data in the Single Point Billing website • EBDS sends to Group • Username and password • Website address • List of participants without accounts* • Link to podcast Group uses podcast to logon to website and accept first statement END *Please Note: Under law no contributions can be deposited for any person that has not opened their HSA account. EBDS will only accept contributions for confirmed open accounts.

4. Group Step 1 – Send in New Group Information Form and Service Agreement • Fill out New Group Information Form and EBDS Single Point Billing Health Savings Account Payroll Deduction Service Agreement • These documents can be found at: http://www.ebdsbenefits.com/eSPB/HSAgettingstarted.htm • Fax to 412-394-9669 Attention: Single Point Billing • Have your employees sign up for HSA accounts at the HSA Investment Bank • Please Note: Under law no contributions can be deposited for any person that has not opened their HSA account. EBDS will only accept contributions for confirmed open accounts.

5. Group Step 2 – Complete HSA Upload Template Enter the plan year Enter each participants’ SSN Enter the first day of the month you want the deduction to start. Enter the contribution amount. Employee . (EEHSA) and Employer (ERHSA) amounts must be separated • Deduction • Level should • always be 0 • Carrier Code • should always • be HSA • Enter EEHSA if it • is an employee • contribution. • Enter ERHSA if it • is an employer • contribution. • Note: If participants • have both Employee • and Employer • contributions, • you will need to • add a line for each Leave all gray fields blank please. When template is complete, send via e-mail to SPBHSA@ebds.com For security purposes, please password protect the spreadsheet. The password should be sent in a separate e-mail.

6. Group Step 3 – Complete Training Tutorial and Accept First Statement • After you receive an e-mail from EBDS with your username and password, go to http://www.ebdsbenefits.com/eSPB/image/Tutorial.pdf and download the training tutorial • Logon to www.ebdsbenefits.com/ehsa • Accept your statement • Upon acceptance of your statement, EBDS will debit the bank account provided on the New Group Information Form • It will take approximately 5 business days before your participants will see the money in their accounts (see next slide for more details)

7. Funds Transfer Process DAY 1 DAY 2 DAY 3 DAY 4 DAY 5 Group accepts statement on Single Point Billing website (Must be accepted by 3:30pm ET for same day processing) EBDS ACH Debits the Group’s bank account for the amount accepted on the statement EBDS prepares data file with participant contribution information EBDS receives ACH Credit from Group. Final File and funds are sent to HSA Investment Bank at 11:30 ET HSA Investment Bank receives data File from EBDS HSA Investment Bank requests funding from EBDS Funds are available in participant account.

8. Thank You! E-mail SPBHSA@ebds.com with any questions.