Depending on your specific plan configuration, there are portal guides that will assist you. Additionally, each page within the Administrative portal, houses a "show me how" step-by-step interactive guide to walk you through our most common processes.

• HealthEquity/WageWorks Client Site Guide
• HealthEquity Portal Guide

Your implementation manager or service team will partner to ensure a successful implementation.

File timelines can vary based on purpose of the file. To view more information on timelines click here

Open Enrollment Materials can be located here. Browse our free library of content and other media you can use to engage members during your enrollment season. If you need additional materials or support, please reach out to your service team.

Member information can be found on the HealthEquity Help Center or by calling Member Services

Debit cards are typically received within 7-10 business days following enrollment processing for plans offering a debit card

HealthEquity sends renewal notifications via email with the option to renew, change, or terminate their plan(s). Notices are sent 90, 75, 60, and 45 days prior to the group's renewal date. Plans are available to renew 180 days prior to the plan effective date. Partners/Brokers can also be opted in to receive the communication.

For more information on plan renewals click here

The following are the most popular services that our clients request.

• Plan Document Preparation
• Non-discrimination testing
• Single Sign-On/API

For more information for these and other services, please reach out to your HealthEquity sales representative

Invoices can be downloaded via the HealthEquity employer portal. If you need assistance, contact your HealthEquity representative

Please direct the member to sign into their member portal account or utilize the mobile app to verify their address and submit a request for a replacement card.

Please contact your Client Success Team for support and assistance.

Please contact your sales representative for product information and pricing

Please follow the online instructions to reset your password.

Please contact your service team.

For banking updates please contact your service team or member services team at 866.346.5800
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Please contact Client Services at 866.382.3510

Please contact your Client Success Team or contact your implementation manager if implementation is still underway

We have a robust library of content available here that members can easily access.

Clients can view their monthly statements on the client portal. The statements are available under the Reports > Monthly Tab.

Clients can process qualifying events directly from the COBRA portal or via an established file feed.

Your client service team will provide you a HIPPA Authorized contact form to complete and return for processing.

Upon notification HealthEquity will send an Election Notice via USPS first class mail within 14 days.

Elections can be made via mail or on the participant website.

Participant’s coverage would be cancelled if payments are not received by the defined grace period.

During the Implementation process an inbound file feed can be established for New Hires and COBRA Qualifying Events.

Generally, the maximum period of time COBRA coverage is available is 18 months for employee qualifying events and 36 months for spouse and dependent qualifying events. Federal COBRA also includes an 11-month disability extension for individuals that meet certain requirements. If a second qualifying event occurs during the original 18- or 29-month (in the case of a disability extension) period, the COBRA participant may be eligible for up to an additional 18 months of COBRA coverage (36 months maximum).

Common qualifying events include:

• Voluntary or involuntary termination of covered employee’s employment
• Reduction in hours of employment for a covered employee
• Death of a covered employee
• Divorce or legal separation of the covered employee from the employee’s spouse
• Dependent child ceases to be a dependent under the terms of the plan
• Covered employee becomes entitled to Medicare benefits
• Employer bankruptcy (specific rules apply)

Clients are requested to update their employee counts on a quarterly basis via the client portal.

Clients are required to provide the monthly premium amount billable to the participant for the continuation of the FSA coverage for the current plan year.

Please contact your sales representative for product information and pricing

Please follow the online instructions to reset your password.

The client group will be responsible for providing any eligibility updates to the carrier contacts directly as standard reports were not set to the carrier directly.

The due date for any COBRA/DB invoice is 30 days from the date mailed.

Please contact Client Services at 888.678.4861
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Please contact your Client Success Team at 888.678.4861 or contact your implementation manager if implementation is still underway.

Please contact your Client Success Team at 888.678.4861 or contact your implementation manager if implementation is still underway.