Resources.healthequity.com

HSA MEMBER GUIDE

WEB1. Log into the member portal. 2. Select ‘Investments’ from the ‘My Account’ tab. 3. Select which investment level suits your investment goals. A.‘Advisor Auto-Pilot’ and ‘Advisor …

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URL: https://resources.healthequity.com/Documents/HSA_Member_Guide_Amex.pdf

Frequently Asked Questions

WEBWho is eligible to open an HSA? An HSA is a portable savings account that allows you to save and invest money for health care, tax-free. You are eligible to establish an HSA if …

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Employer Portal Guide

WEBClick on the name of the individual that will be adding an account for the new plan year. On the ‘Enroll Employee’ screen, select the appropriate account type …

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Important HSA Tax Information

WEBForm W-2. Box 12 of your W-2 shows your HSA contributions made by pre-tax payroll deduction, if applicable, and by your employer (labeled “employer contributions” and …

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Introducing a fresh approach to health care.

WEB2 1 fresh {fresh} Exciting or refreshingly different 1 The concept is simple — take the things that are working in health care and combine them under one comprehensive health plan.

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HRA/FSA Letter of medical necessity

WEBFSA, limited purpose FSA, and HRA when your doctor or other licensed health care provider certifies that they are medically necessary. Your ; provider must indicate your …

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Health Savings Account (HSA) Individual Enrollment Form

WEBOption 1—Check. Include a check payable . to HealthEquity with this . contribution form and mail to: HealthEquity Attn: Client Services. 15 W Scenic Pointe Dr, Ste 100

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Employee HSA payroll deduction form

WEBFor further information or to review eligibility, please contact HealthEquity Member Services at 866.346.5800. Employee information and authorization. Employee name. Last 4 of …

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HSA Contribution Form

WEBHSA Contribution Form . Mail or fax completed forms to: Address: HealthEquity, Attn: Member Services. PO Box 14374, Lexington, KY 40512. Fax: 801.727.1005

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Account holder information Appeal information Explanation …

WEB1. HealthEquity must receive your appeal within 180 days of the date your denial notice was sent. 2. Decisions on appeals will be sent within 30 days of HealthEquity receiving the …

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HSA Closure request form

WEBA closure fee of up to $25.00 may apply. Please contact . HealthEquity at 866.346.5800 to determine the exact fee. In order to allow for all transactions to settle, your account will …

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Primary Account Holder Information

WEBHSA Reimbursement Form . Mail or fax completed forms to: Address: HealthEquity, Attn: Member Services. Fax: PO Box 14374, Lexington, KY 40512 801.727.1005

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HSA partial transfer out request form

WEBHSA partial transfer out request form . Authorization for partial transfer. To authorize HealthEquity to transfer a partial amount of your health savings account (HSA), …

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HIPAA authorization form

WEBHIPAA authorization form Mail or fax completed forms to: Address: HealthEquity, Attn: Member Services PO Box 14374, Lexington, KY 40512 Fax: 801.727.1005 …

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Return of reimbursement account overpayment

WEBReturn of reimbursement account overpayment Email, mail or fax completed forms to: Address: HealthEquity, Attn: Member Services Fax: PO Box 14374, Lexington, KY 40512

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Rollover Request Form

WEBIn such cases, we will attempt to contact you via email or phone to advise that the form was missing information. Rollover Request Form. Mail or fax completed forms to: Address: …

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Flexible Spending Account Qualified Medical Expenses

WEBFlexible Savings Account Blue Cross Blue Shield of Michigan is a nonprofit corporation and independent licensee of the Blue Cross and Blue Shield Association.

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Distribution of Excess HSA Contribution Form

WEBHSA contribution limits applicable for each tax year. Please contact HealthEquity Member Services at 866.346.5800 for assistance.

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Claim filing requirements

WEBFSA/HRA Reimbursement Form Mail or fax completed forms to: Address: HealthEquity, Attn: Reimbursement Accounts For faster processing, enter the claim and Fax: PO Box …

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Account authorization form

WEBMail or fax completed forms to: Address: HealthEquity, Attn: Member Services. PO Box 14374 Lexington, KY 40512. Fax: 801.727.1005. Authorization for account information. …

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Mistaken HSA Distribution Form

WEBIn such cases, we will attempt to contact you via email or phone to advise that the. form was missing information. Mistaken HSA Distribution Form. Mail or fax …

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