How to Enroll in the Plan

The enrollment process for your company only takes a few minutes. Because all employees are eligible and because there is no medical underwriting or other tests of eligibility, your company can be enrolled very quickly! Here are the steps:

1. Download the enrollment form (PDF) and print it out.
2. Pull together your company and employee information and have it available as you fill out the form. You will need:
   
   
   • Company general information (address, phone, etc.)
   • A designated “Plan Administrator”. This individual will be given additional web site privileges to perform tasks like arranging for HSA funding cheques, adding / deleting employees, and assigning annual HSA limits.
   • Health Spending Account details decided upon. This includes deciding on different job classifications (job description) and their annual limits.
   • List of all employees (with emails) and their dependents (with date-of-birth and student status). The email address is important, as it becomes the username for logging into the web site to make a claim.
     
3. Authorizing Signature. This signature must be from a company officer and authorizes the plan, and its commitment to the employee. This signature also binds the indemnity contract necessary for HSA Plan setup.
4. Enclose a cheque for $300 + GST for the initial enrollment fee.
5. Mail the completed form and cheque to:
   
   National HealthClaim
   335 - 58th Ave SE Calgary, AB
   T2H 0P3
   
6. Once the enrollment form has been received and entered by National HealthClaim, a “Welcome” email is sent out to the designated company Plan Administrator and employees. This email provides the necessary details to obtain a web site password. A user Handbook is available after logging in.

Download the enrollment form