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Insurance Brokers or Account Managers
Your clients can now open their Health Savings Accounts online. Click
on the red "Open an Account" button to proceed.
For Employer Groups, the applicant must indicate the Employer name and Occupation on the HSA Membership Application and Eligibility form or on the online application form.
Already a Patelco member?
Visit our Health Savings Accounts page and click the red "Open Now" button to add a Health Savings Account to your suite of accounts at Patelco.
Maintenance Fee
There is a $2.00 monthly maintenance fee. This fee is permanently waived for Commitment Household Members and participants of the Credit Union at Work program.
For HSA forms, visit Patelco's forms page.
The Broker’s Partner
“B&P offers brokers free group quoting, benefits administration
software, enrollment assistance, and underwriting services.” www.beerepurves.com
To view the current HSA rates on the Patelco Credit Union web site, click
here.
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