Forms and Documents

Select a link to view a PDF copy of the form or document.

Find Spanish documents.

Find success stories.

Forms and Agreements

Find forms and agreements specific to your account under Forms and Documents on myhealthequity.com
or your specific member portal.If you're not yet a member and don't have access to the portal, view the HealthEquity HSA Custodial Agreement here.

Documents

For HSAs

• HSA Overview: HSAs—Healthy Choice for Your Savings
  An overview of/introduction to an HSA, what it is, why choose one, how it works, and qualified/non-qualified expenses.
  

• Five Great Reasons
  Five reasons to choose an HSA-compatible health plan and a HealthEquity® HSA. 
  

• HealthEquity® Health Savings Account (HSA) Interest Rate Schedule
  A snapshot of current HSA interest rates.
  

• HSA Investments Overview: HSA Investments/How Investments Work
  An overview of investments funds available for HealthEquity HSAs and how to sign up for and invest using the HealthEquity® member portal.
  

• HSA FAQs
  Frequently asked questions for HSA members.

For FSAs

• FSA Overview: FSAs—A Simple Way to Save
  An overview of/introduction to an FSA, what it is, why choose one, how it works, and qualified/non-qualified expenses.

• FSA FAQs
  Frequently asked questions for FSA members.

• Easy Orthodontics Claims
  An overview of the fastest, easiest way to ensure you get reimbursed for your orthodontics claim.

• Hassle-Free Dependent Care Reimbursements
  An overview of how to schedule automatic dependent-care reimbursements from your DCRA

• FSA Tax Savings Worksheet
  Worksheet to help FSA holders estimate tax savings for a health care and/or dependent care FSA and as a guide to help estimate election amounts.

For HRAs

• HRA Overview: HRAs—Tax-Free Health Savings Compliments of Your Employer
  An overview of/introduction to an HRA, what it is, why choose one, how it works, and qualified/non-qualified expenses.

• HRA FAQs
  Frequently asked questions for HRA members.

• Easy Orthodontics Claims
  An overview of the fastest, easiest way to ensure you get reimbursed for your orthodontics claim.

For All Accounts

• Qualified Medical Expenses
  Overview of sample qualified medical expenses for health care accounts.

• PayChoice™ Bill Pay Overview
  An overview of HealthEquity’s online payment solution.

• HealthEquity Overview: 5 Ways HealthEquity Builds Savings
  Overview for members and partners and and why they should partner with HealthEquity.

• HealthEquity Health Plan Overview: Make CDH Work for Your Health Plan
  Overview for health plans and why a health plan should partner with HealthEquity.