BofA Wellness Activities

Bank of America ¹ 2027 U.S. Wellness Activities Rules

NO PURCHASE NECESSARY. Void where prohibited. All federal, state, and local laws and regulations apply.

THIRD-PARTY ADMINISTRATOR: Well Dot Inc., 1254 Chestnut Street, Suite 304, Newton, MA 02464.

ELIGIBILITY: The 2027 U.S. Wellness Activities window is open to Bank of America employees (“Eligible Employee”) and their eligible spouse, partner or other adult dependent (“Eligible Dependent”) who are enrolled in a wellness-eligible medical plan sponsored by Bank of America and administered by Anthem, Aetna, UnitedHealthcare, or Kaiser ². Eligible Employees and their Eligible Dependents are referred to herein as “you” or “your”.

AVAILABILITY PERIOD: If you are enrolled in a wellness-eligible medical plan through Annual Benefits Enrollment with coverage beginning January 1, 2027 (if your coverage is ongoing from the previous year), your 2027 U.S. Wellness Activities window begins at 8:00 am October 1, 2026, and ends at 11:59 pm on February 28, 2027.  If you are newly eligible and enroll in medical coverage effective on or after January 1, 2027, you can start the 2027 U.S. Wellness Activities on the day your medical coverage takes effect, and you generally have two months after your medical coverage takes effect to complete the wellness activities.  To find your wellness activity deadline, navigate to 2027 Wellness Programs section on the Home page to see the number of days remaining on the Health Assessment and Screening and Annual Physical with PCP activity cards.

REDEMPTION: To keep a wellness credit of up to $500 (or up to $1,000 if an eligible dependent participates, too) toward your annual medical plan premium, you must complete and submit all three 2027 U.S. Wellness Activities on Well.co by your deadline.  This wellness credit is comprised of:

• $250 (for Eligible Employee and Eligible Dependent) if you complete the health risk assessment and health screening activities by your deadline; and
• $250* (for Eligible Employee and Eligible Dependent) if you attest to having a primary care provider (PCP) and having had an annual physical with a PCP in the past 12 months activity by your deadline.

*Note:  While you can complete the 2027 U.S. Wellness Activities in any order, to keep  the $250 credit for attesting to having a primary care provider (PCP) and having had an annual physical with your PCP in the past 12 months, you must also complete and submit the health risk assessment and health screening by your deadline.

TO PARTICIPATE:

1. You must first create an account with Well.

On mobile: Download the “Well Digital” app from the App Store or Google Play.
For account activation:

• Active employees:  Select ‘Join Well’, then enter your Bank of America email address, date of birth, and mobile phone number.
• Non-active employees:   Select ‘Join Well’, then enter your preferred personal email, date of birth, and mobile phone number.
• Dependents:  Select ‘Join Well’, then enter the email from which the invitation was received, date of birth, and mobile phone number.

On the web: Visit https://mywellnessbofa.com  and select Join Well.

• Active employees:  Use single-sign on with your employer and enter your Bank of America email address and mobile phone number.
• Non-active employees:  Select ‘Join Well’ and enter your preferred personal email, date of birth, and mobile phone number.
• Dependents:  Select ’Join Well’, then enter the email from which the invitation was received, date of birth, and mobile phone number.
  

2. To complete and submit the health risk assessment and health screening activities: (1) complete your health risk assessment on your Well account; and (2) complete your health screening using one of the available options described in your account.

3. To complete and submit your PCP and annual physical attestation activity, complete your attestation on your Well account.

If you need assistance with your 2027 U.S. Wellness Activities or have a question about the Well.co app, reach out to the Well Member Services team through the Well mobile application or app.well.co.

Wellness Activities Waiver

The wellness activities are designed to promote overall health and prevent disease. But if you’re pregnant or it’s medically inadvisable or unreasonably difficult for you to participate in the wellness activities based on a medical condition, you may submit a Healthcare Provider Medical Waiver form signed by your health care provider on or before the wellness activities deadline. This signed form must be submitted by your wellness activities deadline and may be submitted in place of completing one or all of the wellness activities noted above. The Healthcare Provider Medical Waiver form may be accessed online, by phone or by email:

Online: Log into My Wellness (mywellnessbofa.com) > Help Page > U.S. Wellness Activities

Follow the Submission Instructions on the form.

If you have questions about the waiver process, please contact Well Member Services at bofa.mywellness@support.well.co or by calling 844.939.5100. Representatives are available Monday through Friday from 8 am to 9 pm ET.

If you’re enrolled in a wellness-eligible medical plan and re-enroll in a wellness-eligible plan as part of Annual Benefits Enrollment for coverage that starts on Jan. 1 and submitted a medical waiver, it must be dated between March 1 of the year you enrolled and the end of February of the new plan year, and it must have been received by your wellness activities deadline. If you’re enrolling in the medical plan during the year and are submitting a medical waiver, it must be dated within 12 months before your medical coverage effective date and must be received by your wellness activities deadline.

Your health care provider will indicate the activity the waiver covers. If your waiver doesn’t cover all of the required wellness activities, you’ll still need to complete the activity that isn’t covered by the waiver. The results of the non-waived activity must be submitted by your wellness activities deadline to maintain the wellness credit.

 

Well is not responsible for any typographical or other error in the printing, administration of, or errors relating to, the announcement of eligibility or qualification for the 2027 U.S. Wellness Activities.