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Completing the  BNY Mellon Account Application Completing the  BNY Mellon Account Application

Completing the BNY Mellon Account Application - PowerPoint Presentation

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Uploaded On 2020-01-04

Completing the BNY Mellon Account Application - PPT Presentation

Completing the BNY Mellon Account Application HSA Application Click the Finish Opening Your HSA button to launch the HSA application Log on to WageWorkscom You will land on your Dashboard ID: 771994

application hsa mellon bny hsa application bny mellon select account click terms amp conditions beneficiaries confirm information statements paper

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Completing the BNY Mellon Account Application

HSA Application Click the “ Finish Opening Your HSA ” button to launch the HSA application Log on to WageWorks.com. You will land on your Dashboard.

HSA Application

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

Instructions, General Info

Terms & Conditions

Terms & Conditions

Confirm Your Information

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

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

Post-tax (personal) contributions Select an Optional box if you expect to make post-tax (personal) contributions directly to BNY Mellon (not via payroll)

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

Confirmation

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