You will receive a total of four automatic renewal reminders, sent to the contacts listed in the Employer Portal. Renewal notifications will begin 90 days before the start date of your plan.

You can review the email addresses in the contact section of your Employer Portal

Once changes have been made we will notify you that the plan(s) have been updated. If needed, further communication may occur via email from the Renewal Implementation Manager.

No. Best practice is to have your plans setup prior to open enrollment for better education and plan adoption during your open enrollment.

All Reimbursement Account (RA) plans are actively renewed each year, to confirm administration of those plans for the upcoming plan year. RA plans are Health Reimbursement Accounts, Healthcare Flexible Spending Accounts and Dependent Care Spending Accounts.

You are able to renew your RA plans starting 90 days before the start date. Due to renewal processing time, it is advised to renew as soon as possible, before open enrollment ends. This will avoid disruption of services for the employees.

If an RA plan is not renewed, it can be setup incorrectly and will not have any funding. This means any claims submitted, even if approved, will not pay out.

You can make changes to plan functionality, eligible expenses, and update election amounts if not using the IRS maximum. Dates can be changed for plan start and end, Runouts, Grace Period, or Rollover. It is also where a Health Plan Partner change can be stated, as well as a large change in enrollments.

Once the renewal has been submitted, HealthEquity sets up the plan as requested and adds funding. This allows us to process any requested changes, including a change in Health Plan Partner.

Contact your Services team via email immediately to notify us of the error. The Services team will notify the renewal Implementation Manager who will reach out and review any changes with you.

You can contact your Services team and they can walk you through the renewal process online and assist with any questions you may have regarding plans or definitions.

If you have given them the permissions to do so, yes. If you need to change those, please contact your Services team and they can get that process going.

Typcially, if the option isn't available within that plan, it may not be an option or plan change we support. However, please contact your Services team so we can review your request and determine how to best initiate that update through the renewal.

If there are any questions regarding what was submitted in the renewal, the Renewal Implementation Manager will reach out to the contacts listed on the Employer Portal for verification.

Typically 18 business days. Once submitted, it will be reviewed within a few business days and the process will begin. If there is anything needed, the Renewal Implementation Manager will reach out to the listed contacts within the Employer Portal.

At this time, you're not able to see the status of your renewal in the Client portal. However, if you have any questions regarding your plan renewal once it's submitted, you can contact your services team and they should be able to assist.

HSAs do not need to be renewed with HealthEquity as those accounts are individually owned Savings Accounts. However, if you are changing the Health Plan Partner that sends HealthEquity enrollments, please contact your Services team so we can assist with any associated updates that need to be made.

No, there is no requirement for this. Funding is received as submitted, so you are free to submit employer contributions as needed.

No, there is no requirement for this. Funding is received as submitted, so you are free to submit HSA contributions as frequently as needed.

If you want an additional plan, you will need to fill out a form indicating this, and once submitted a team member will reach out to you regarding implementation.

You can find the form here: https://healthequity.tfaforms.net/43

General monthly and an implementation fees would apply.

Reach out to your Service team for assistance.

It’s always best practice to notify us if you will no longer be offering a specific plan

No, they are the same.

Yes. We have agreements with certain health plan partners that may need updates on the back end to make sure your plans are functioning properly.

During the renewal process you will be asked if you're updating your Health Plan Partner. This will allow us to make any necessary updates/changes.

Please contact your Services team and inform them of the change. They will work with the HealthEquity team to contact you with additional information and steps.

Card configuration changes can take up to 7 and 10 business days, depending on the time of year. This date will be confirmed with you by the Renewal Implementation Manager that is assisting with the process.

During the transition period, spending cards will be unavailable for use and all claims will need to be processed via the member portal or mobile app.

There can be a number of things that cause this. Most Health Plan Partners wait until closer to the plan start before enrollments are sent to HealthEquity. Make sure your enrollments are entered correctly in their system in a timely manner, as some Health Plans have a delay before they feed to HealthEquity. If this is still an issue, contact your Service team and we can look into any potential issues.

When the renewal agent reaches out to you via email to confirm details, you will be provided steps and information on how to complete this. You are also welcome to contact your Service team and they can walk you through the process.

Pre-funding is calculated 2 weeks prior to the plan start date based on elections received, or same as the prior plan year. Do note that if a plan is renewed after the start date, any claims employees submit prior to the calculation and receipt of your plan prefunding will pend reimbursement. Once prefunding is received any approved claims will release for payment. To avoid disruption to your employees, we advise renewing your plans no later than 45 days prior to your plan renewal date.

Approximately 15 days after the runout period has occured

Please have enrollments in your portal a minimum of 2 weeks prior to the plan start date. This ensures no funds are held up in the event an employee submits a claim for reimbursement.

Cards are mailed within 3 business days of being entered in the Employer Portal, and take roughly 10 calendar days to be received by members.