HSA & Reimbursement Accounts
Learn how to manage your HealthEquity HSA and Reimbursement Accounts
59 articles
Connect a Company Bank Account to HealthEquityHow to connect and verify your company’s bank account with HealthEquity for Electronic Funds Transfers (EFT).
Add or Update Administrative User Permissions and NotificationsHow to grant administrative access so users can complete actions in your employer portal account and setup email notifications.
Add or Update Broker Access & NotificationsHow to assign and update broker/agency employer portal access and renewal notifications.
Manage Company DetailsHow to manage and update company information, main point of contact, and invoice and funding reminder notification settings.
Update admin username, security questions, and password
View and Update Company Address
New Admin Account LoginThis article guides you through setting up your security question, creating a password, and verifying your email for client portal access.
Managing Contacts: Access, Permissions, and ResponsibilitiesHow to create and manage contacts in the client site.
Reimbursement Plan Design VisibilityGet instant access to your benefit plan configurations.
HSA Management Basics for EmployersLearn what actions an employer can take and what information can be seen for a Health Savings Account.
Employee/Member Resources for AssistanceView resources available to employees to get help with their HealthEquity account.
Member Debit CardsInformation about when HSA and RA cards are sent, replacements, and viewing card status.
Member Reimbursement Processing Times
Member Welcome Message SetupLearn how to create custom messages displayed on the member portal for your employees.
Healthcare Cards and Card StatusLearn about member healthcare cards and how to check the status of a card.
Enroll an Employee in a Health Savings Account (HSA) with HealthEquityLearn how to manually enroll an employee in an HSA plan if your company does not have an integration with its health plan partner.
Enrollment File Troubleshooting
Update Information for an Employee Enrolled in a HealthEquity HSAHow to update personal and enrollment information such as coverage, status, and department IDs.
Non-Discrimination TestingLearn more about the annual testing required by the IRS.
Identity Verification for New Accounts (Incomplete Verifications)How to assist a new member in verifying their identity for full use of their new HSA account.
Using Employee IDs and Category/Departments for Employee ListingsAdd or edit employee IDs and departments to help with reporting, sorting, and removing SSN.
Using the Employee Listing
Managing Employee AccountsLearn how to view, change, or terminate coverage for an employee.
Enroll an employee in a reimbursement accountLearn how to enroll employees using three different methods.
Search, Add, and Edit Eligible Members
Customer Identification Program (CIP)CIP helps HealthEquity verify each member’s identity before they can begin using their HSA.
HSA Fund Contribution Post ScheduleReview when different contribution methods will process and post.
How to Complete the HSA Employer Contribution Correction Request FormDescription: Information on how to fill out the employee contribution correction request form correctly for faster processing.
HSA Catch-Up Contributions and Spouse AccountsGuidelines about catch-up contributions over age 55 and how to use the contribution calculator tool.
How to Submit Health Savings Account ContributionsInstructions on the different methods for submitting HSA contributions for your employees.
Rejected, Held-Up Contributions, and Release of FundsReasons for held-up contributions and when funds will be released.
HSA Payroll Deduction Instructions for Employees (Forms and Info)How to place payroll deduction instructions on the member portal.
Funding & Invoice Payment OptionsDetailed information on the different employer funding and invoice payment options.
Invoice Details, Notifications, and PaymentsManage invoices within the employer portal, including notifications, submitting payments, and viewing invoice details.
Reconciling InvoicesSteps to take to reconcile invoices for Health Savings Accounts and Reimbursement Accounts.
Reimbursement Account DeductionsLearn about assumed and manual reimbursement account deductions and how to submit.
Lifestyle Spending Accounts (LSA)Learn more about how employer-sponsored Lifestyle Spending Accounts work.
Enrollments for Flexible Spending Accounts & Health Reimbursement ArrangementsInformation on different enrollment methods and what is needed to complete enrollments.
Reimbursement Account Funding and InvoicingView the options for funding your reimbursement accounts and invoicing information.
Reimbursement Account Prefunding
Reimbursement Account Renewal Steps and FAQInformation and FAQs about renewing reimbursement accounts.
FAQ: Managing Participants
Carryover and RolloverUnderstanding Healthcare FSA, Limited Purpose FSA Carryover, and HRA Rollovers.
Program Sponsor File ErrorsHow to view and correct program sponsor file upload errors.
Payroll Deduction Tool & Payroll CalendarsLearn how to use payroll calendars and the payroll deduction tool to post deductions to employee accounts.
Program Sponsor FileUnderstand how to submit and review program sponsor files.
Managing Plans and Benefit Groups
Claim Processing Times
RA Plan RenewalsLearn what is needed to process a renewal.
Funding & Payment Options
Expedited Claims and AI Policy
Health Savings Account ReportsLearn about the different reports available in the employer portal to help manage Health Savings Accounts.
Reimbursement Account ReportsLearn about the different reports available in the employer portal to help manage reimbursement accounts.
General Reports & Employer FormsCard status report, payments and invoices report, account type summary report, and information on PCORI, form 5500, and W9.
Viewing Reports and Report TypesLearn about the different reports available to you and how to utilize them.