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Special Open Enrollment Period for Small Business HSA-Compatible Health Plans
Special Enrollment Period from December 2 through December 31, 2013
From December 2 to December 31, 2013, a special open enrollment period is available for your small group clients who currently offer one of the following designated HSA-eligible HDHP for an effective date of January 1, 2014.

Designated HSA-eligible high deductible health plans include:
  • Simple Savings 2500/5000*
  • Simple Savings 3400/6800*
  • Simple Savings 3500/7000*
  • Simple Savings 4500/9000*
  • Simple Savings 5500/11000*
Underwriting and Restrictions
Please download (PDF, 30KB) the business rules for complete program details, including underwriting criteria and restrictions.
Required Paperwork
Just send us:
  1. An Employee Change Transmittal form (PDF, 42KB). Please mark "Special Enrollment" in the comment section of the change form;
  2. A written request listing the employee names and their requested plan choice on company letterhead; and
  3. A signed Verification and Statement of Understanding (PDF, 445K) if not already on file. 
Reminders and Notations
The Shield Savings 3400/6800 plan is the only Blue Shield plans, offered by either Blue Shield of California or Blue Shield of California Life & Health Insurance Company, which can be paired with any form of a "wrap plan". Underwriting participation criteria for all other Blue Shield health plans prohibits the pairing of its plans with a wrap plan at any time, with the exception of a health savings account (HSA) or employee-funded general purpose flexible spending account (FSA).
Although most consumers who enroll in a high deductible health plan (HDHP) are eligible to open an HSA, members should consult with a financial adviser to determine if an HSA/HDHP is a good financial fit for them. Blue Shield does not offer tax advice or HSAs. HSAs are offered through financial institutions. For more information about HSAs, eligibility and the law's current provisions, consumers should ask their financial or tax adviser. HSA plan features may vary by institution and may be subject to change by those institutions.
* Underwritten by Blue Shield of California Life & Health Insurance Company. Pending regulatory approval.
Broker Resources
Download the business rules (PDF, 29KB)
Learn more about Simple Savings plans
Access our HSA Information Center
Contact Us
Contact your account manager for additional information.
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