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HealthEquity Help Center

WebHSA & Reimbursement Accounts. Learn how to manage your HealthEquity HSA and Reimbursement Accounts. 34 articles. HealthEquity | Help Center.

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HSA Catch-Up Contributions and Spouse Accounts

WebTo open an Individual Spousal Account, the spouse will need to enroll in an HSA at HealthEquity.com and choose ‘Open Account’ and then ‘Individual.’. From here they will …

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Employee/Member Resources for Assistance HealthEquity Help …

WebTranslation and Relay Services. Members can receive translation and relay services including hearing impaired, translator, or interpreter. Contact Member Services at …

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Enroll an Employee in a Health Savings Account

WebHealth Savings Account (HSA) enrollments with Health Equity are handled differently depending on what type of account you have. If you need to enroll your employees in a …

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Lifestyle Spending Accounts (LSA) HealthEquity Help Center

WebA Lifestyle Spending Account (LSA) is an employer-funded, often post-tax account that reimburses eligible expenses related to employee wellbeing—physical, emotional, social, …

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Connect a Company Bank Account to HealthEquity

WebLogin to the Employer Portal and go to the EFT Information page by selecting Company Detail > EFT Info. Fill out the EFT (Electronic Funds Transfer) account details including …

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Member Debit Cards HealthEquity Help Center

WebEmployees/Members can activate a card in just a few steps: From their member portal select Manage Cards. Find the card to activate and click Activate Card. Enter the last …

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Reimbursement Account Funding & Invoicing HealthEquity Help …

WebThe employer pays a percentage of the plan liability at the start of the plan year, called a prefund. The percentage of the plan liability HealthEquity invoices depends on the …

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COBRA – Managing participants HealthEquity Help Center

WebIn the client website, click on the Participant tab. At this level you have the option to search for a specific participant record by entering in their social security number, name, …

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COBRA and Direct Bill – Managing Your Account

WebTo change report preferences, click on the Reports tab. The subtabs will provide you with a breakdown of all the reports you can get. Generally, the Scheduled Reports subtab is …

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Add or Update Administrative User Permissions and Notifications

WebIf a user already access to the portal and needs their permissions or email notifications updated: Go to Company Detail > Manage Users. Click the username of the person to …

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COBRA – Open Enrollment HealthEquity Help Center

WebYou are required to provide each qualified beneficiary the same open enrollment rights (e.g., group health plans) or rates (i.e., generally this is 102 percent of the cost to the group …

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Claim Processing Times HealthEquity Help Center

WebHealth Reimbursement Arrangement (HRA) Reimbursement: Reimbursement is typically processed within 3 - 5 business days from the time the claim was submitted for …

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Enrollments for Flexible Spending Accounts & Health …

WebEnrollments for a Flexible Spending Account (FSA) or a Health Reimbursement Arrangement (HRA) are completed through the employer portal by enrolling each …

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Reimbursement Account Renewal Steps & FAQ

WebHealthEquity offers non-discrimination testing (NDT) for groups with reimbursement account(s) as an optional add-on service (fees may apply). Annual testing for the …

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COBRA and Direct Bill – Overview HealthEquity Help Center

WebThe Consolidated Omnibus Budget Reconciliation Act (COBRA) gives covered employees, their federally-recognized spouses and dependent children, and children born to – or …

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Monthly Admin Fees HealthEquity Help Center

WebThe Client Services Team can assist with adjusting your account so that employees pay the admin fees. You can contact the Client Services Team through live chat 7 AM-6 PM …

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Funding & Invoice Payment Options HealthEquity Help Center

WebCheck. Create an invoice in the portal by uploading a file or submit by employee listing. Include the invoice number on the check or include a copy of the contribution verification …

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