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 …
Actived: Just Now
URL: https://resources.healthequity.com/Documents/HSA_Member_Guide_Amex.pdf
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 (‘+FSA’, ‘+LPFSA’, +’HRA’ or ‘+DCRA’). Select the plan the member is enrolling in. Add annual ‘Election Amount’ and ‘Start Date’.
Transfer request form
WEBTransfer request form . Email, mail or fax completed forms to: Email: [email protected] Address: HealthEquity, Attn: Operations. PO Box 14374, …
Rollover Request Form
WEBCheck I have included a check for the amount of the distribution from another HSA. Please make check payable to HealthEquity. When you provide a check as payment, you authorize HealthEquity to either use the information from your check to make a one-time, Back
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