Plan Renewals
HealthEquity HealthCare Flexible Spending Account (HCFSA), Dependent Care Flexible Spending Account (DCFSA), Limited Purpose Flexible Spending Account (LPFSA), and Health Reimbursement Arrangement (HRA) plans are renewed in the client portal by the Client Integration Solutions team.
All active accounts and an active funding agreement will be included in this process.
Do I need to do anything if I don’t have any plan changes?
If you do not have any plan changes, you don’t need to take any action.
What if I need to make changes to my plans?
If you need to make plan changes, you will need to submit a Plan Confirmation Form. To do this:
Visit the OE Planning Toolkit and scroll to the “Need Help Planning" section.
Click the ‘Start Planning’ button or you will see three downloadable forms:
FSA Flexible Spending Account
HRA Health Reimbursement Account
Estimating Client Copays
Click on the form that is needed, download, and fill it out.
Once completed, you can send the form to Relationship.Management@HealthEquity.com.
When do renewals take place?
The Client Solutions team will bulk renew all plans within 30 to 60 days prior to the coverage effective date for those plans.