HSA & Reimbursement Accounts
Learn how to manage your HealthEquity HSA and Reimbursement Accounts
59 articles
- Connect a Company Bank Account to HealthEquity
- Add or Update Administrative User Permissions and Notifications
- Add or Update Broker Access & Notifications
- Manage Company Details
- Update admin username, security questions, and password
- View and Update Company Address
- New Admin Account Login
- Managing Contacts: Access, Permissions, and Responsibilities
- Reimbursement Plan Design Visibility
- HSA Management Basics for Employers
- Employee/Member Resources for Assistance
- Member Debit Cards
- Member Reimbursement Processing Times
- Member Welcome Message Setup
- Healthcare Cards and Card Status
- Enroll an Employee in a Health Savings Account (HSA) with HealthEquity
- Enrollment File Troubleshooting
- Update Information for an Employee Enrolled in a HealthEquity HSA
- Non-Discrimination Testing
- Identity Verification for New Accounts (Incomplete Verifications)
- Using Employee IDs and Category/Departments for Employee Listings
- Using the Employee Listing
- Managing Employee Accounts
- Enroll an employee in a reimbursement account
- Search, Add, and Edit Eligible Members
- Customer Identification Program (CIP)
- FAQ: Manage Account and Users
- FAQ: Enrollments
- FAQ: Employee Assistance
- FAQ: Cards
- HSA Fund Contribution Post Schedule
- How to Complete the HSA Employer Contribution Correction Request Form
- HSA Catch-Up Contributions and Spouse Accounts
- How to Submit Health Savings Account Contributions
- Rejected, Held-Up Contributions, and Release of Funds
- HSA Payroll Deduction Instructions for Employees (Forms and Info)
- Funding & Invoice Payment Options
- Invoice Details, Notifications, and Payments
- Reconciling Invoices
- Reimbursement Account Deductions
- Lifestyle Spending Accounts (LSA)
- Enrollments for Flexible Spending Accounts & Health Reimbursement Arrangements
- Reimbursement Account Funding and Invoicing
- Reimbursement Account Prefunding
- Reimbursement Account Renewal Steps and FAQ
- FAQ: Managing Participants
- Carryover and Rollover
- Program Sponsor File Errors
- Payroll Deduction Tool & Payroll Calendars
- Program Sponsor File
- Managing Plans and Benefit Groups
- Claim Processing Times
- RA Plan Renewals
- Funding & Payment Options
- Expedited Claims and AI Policy
- Health Savings Account Reports
- Reimbursement Account Reports
- General Reports & Employer Forms
- Viewing Reports and Report Types