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View your claims

WebThe 'View Claims' page on the member portal or mobile app is your starting point to managing your health-care claims. Claims can be sent to HealthEquity by your …

Actived: 4 days ago

URL: https://healthequity2-1.custhelp.com/app/answers/detail/a_id/1645/~/view-your-claims

HealthEquity Answers

WebThe HealthEquity Help Center is your source for helpful guides, answers to your questions, and access to our helpful Member Services Team.

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Add a claim and make a payment

WebIf you're adding the payment for your records but will not be sending money, choose 'Enter claim record only'. Click 'Next'. Select 'Pay Provider' from the options …

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Using your HealthEquity Visa Health Account Card®

WebUse your member portal or the HealthEquity mobile app to check your balance anytime, anywhere. Please note while using your HealthEquity account card: All …

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Activate a debit card

WebThe steps to activate your HealthEquity ® Visa ® Health Account Card 1 are listed below. You can also call the card activation line at 866-296-2852. Note: To …

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Forms and Documents

WebUse this online form to correct an overpayment made for your reimbursement account. HRA/FSA Letter of Medical Necessity Form. This form assists you and your …

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HealthEquity mobile app

WebThe HealthEquity mobile app is a convenient and powerful tool that gives you on-the-go access to your health accounts and Health Savings Account (HSA) …

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Upload a document on the member portal

WebChoose Add Documentation. Drag or click to select a document. You can also choose to select a document you’ve previously uploaded. Choose document and …

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Match card transactions to claims

WebSome claims or card transactions require proof that they meet the IRS guidelines for eligible expenses. When you match your HealthEquity account card transactions to existing …

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Changing jobs with an HSA

WebThe funds in your health savings account (HSA) are always yours to keep, regardless of your employment status or insurance coverage. This means that if you change jobs or …

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Dispute a card transaction

WebThe transaction must be disputed within 90 days. Only the account holder can dispute charges. Please contact Member Services at 866-346-5800 to dispute charges …

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Retiree HRA reimbursements

WebA retiree health reimbursement arrangement (HRA) is an employer-funded account designed to help retired employees pay for plan-eligible medical expenses …

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Healthcare terminology

WebThe amount you must pay before your health plan will start paying towards your expenses: Co-insurance: The portion of costs that your health plan will pay after …

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HSA excess contributions

WebAll excess contributions are subject to income tax and a 6% excise tax each year until corrected. You can avoid paying the excise tax by: Withdrawing the excess …

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Add a beneficiary

WebYou can designate any individual as a beneficiary for your health savings account (HSA). If you have an HSA balance upon passing away, your beneficiaries will receive the funds. …

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Upload a receipt to the mobile app

WebFollow these steps to add a receipt, EOB, invoice or other documents from your mobile device: Add the document details. Tap ‘Save and Continue’ to complete the …

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HSA closure due to member's death

WebRequirements: A death certificate. The 'Health savings account (HSA) instructions upon death of account holder' form (signed by guardian) Guardianship …

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How to close a health savings account

WebAccount closure process. Complete the account closure form by clicking the 'Complete Online' button above or download the form below. We will process your form …

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Add an EFT account

WebThis allows you to add and verify your bank account information for immediate use. Navigate to the Make a Payment in your portal . Note: A Payment does …

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Debit card declines

WebIf your HealthEquity ® Visa ® Health Account Card 1 is declined at the point of sale, it may be for one of the following reasons: Ineligible merchant or provider (not …

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Sell investments

WebThere are two options for selling funds: To sell individual funds. Locate the box titled 'Trade'. Click the 'View Available Trades' button. Review the list of funds in your …

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