We are excited for the opportunity to serve you and continue building your health savings. With this transition, you will begin receiving the world-class service for which HealthEquity is recognized. Below is a detailed timeline of the transition:
| January 18, 2022 | HealthSavings Administrators custodial resignation letter mailed to existing account holders. |
| January 28, 2022 | Last day to send enrollments to HealthSavings. |
| January 31, 2022 | All enrollments should be directed to HealthEquity. |
| Week of February 7, 2022 | A new HealthEquity® Visa® Health Account Card1 and welcome kit will begin arriving in employee mailboxes, allowing them to access the HealthEquity Member Portal. |
| February 18, 2022 | Final day to use the HealthSavings debit card, request distributions, or make investment trades from the HSA, including to transfer amounts from the Liquidating Funds to the Continuing Funds and Freezing Funds. (This is the start of the blackout period.) |
| February 18, 2022 | Last day to make contributions to the HealthSavings HSA |
| February 19, 2022 | All contributions should be directed to the HealthEquity HSA. |
| March 2, 2022 | Account balances and in-kind investment holdings are transferred to the HealthEquity HSA. |
| March 3, 2022 | Blackout period ends. The HSA cash (including proceeds from liquidating holdings, if any, in the Liquidating Funds) and investments will be available at HealthEquity. Starting on this date, employees will be able to make changes to their investments. |
Contact HealthEquity Client Services team for support:
866.382.3510 (M-F, 7am – 7pm CT)
Transitional Communications
Attend a free webinar
Join us for our webinar which will walk you through how to manage enrollment and contributions using the HealthEquity Client Portal as well as details about the transition.
If none of the webinar times work for you, you can view a prerecorded webinar here or you can view the presentation deck here.
Tools for managing your employees accounts:
Marketing Collateral
Experience our world-class customer support for yourself. Contact us:
866.382.3510 (M-F, 7am to 7pm CT)
1 The HealthEquity® Visa® Health Account Card is issued by The Bancorp Bank; member FDIC pursuant to a license from Visa U.S.A. Inc. Your card can be used everywhere Visa debit cards are accepted for qualified expenses. This card cannot be used at ATMs and you cannot get cash back, and cannot be used at gas stations, restaurants, or other establishments not health related. See Cardholder Agreement for complete usage restrictions.
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