1. Completing the
BNY Mellon Account Application

2. Log on to WageWorks.com. You will land on your Dashboard.
HSA Application
Log on to WageWorks.com. You will land on your Dashboard.
ENCOURAGE Participants TO COMPLETE THE HSA APPLICATION AS QUICKLY AS THEY CAN ONCE THEY LAUNCH IT, TO AVOID SECURE SITE TIMEOUT THAT WILL STOP THE APPLICATION IN THE MIDDLE (time for timeout depends on internet service provider, so we can’t give a “Do it in XX minutes or else” timeframe)
Click the “Finish Opening Your HSA” button to launch the HSA application

3. HSA Application

4. HSA Application
After clicking this button, remaining application steps are on BNY Mellon’s site

5. Instructions, General Info

6. Terms & Conditions

7. Terms & Conditions

8. Confirm Your Information
Most, if not all, of this will carryover from what the entered on the WW site.

9. Select Paper or E-mail Statements
$ 0.75 deducted from HSA balance each quarter if you select Paper statements

10. Beneficiaries can be added (or changed) later, as well
Add Beneficiaries
Beneficiaries can be added (or changed) later, as well

11. Post-tax (personal) contributions
Select an Optional box if you expect to make post-tax (personal) contributions directly to BNY Mellon (not via payroll)
This will not actually affect the setup of the account in any way, Participants can usually be encouraged to just ignore this page and leave the Optional boxes unchecked.

12. Confirm your information
Almost done… be sure to click Finish and Submit

13. Confirmation
Once the application is complete (or on 12/11, whatever comes later) Card production/mailing will begin. If they also signed up for the LFSA, card production starts on 12/11, after close of the enrollment period, even if the HSA application is not completed.

14. Accessing BNY Mellon
From your HSA Account Activity page, click “Investment Options” to access your BNY Mellon account