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  • in reply to: HSA Providers #4398
    Participant

    Oh, and I know you didn’t ask, but we have separate providers for our HSA and FSA.  We have maybe 4 people in the FSA so it’s not a big deal to send their stuff to a separate provider.

    in reply to: HSA Providers #4396
    Participant

    Like my friend Matt, we too use West Gate.  Amber Holmberg is our contact.  They’re very good.  I’ve had no issues with them.  It’s a simple process:

    1.  EE completes form which I send to Amber along with a copy of their DL.

    2. Amber sends me paperwork that needs to be signed; I get with EE, get it signed and send back

    3.  Amber emails when the account is open with the account number

    Easy peasy!!

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