HSA – Add a New Beneficiary

Click Sign Up or Create Account. You will need your Social Security number, date of birth, and date of hire.
Next, you will be presented with an electronic consent form and terms and conditions. Click Accept.
On the next page, select a phone number and your preferred method of authentication (text or call). Ensure the information is correct and click Submit.
From the MY ALERUS dashboard, select your plan under Investments and click Account Access under Quick Links.
Move to “Existing Users” section.

Log in with your existing User ID and Password.
Click the drop down next to your name at the top and click Profile Summary.
Next, click Add Beneficiary.
When adding a beneficiary you will be required to enter data in all fields indicated with an asterisk. Once complete, select Submit. You may then proceed to enter
additional beneficiaries as needed.

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