In preparation for the transition to the new platform, please download and keep a copy of the following reports. Having these reports will assist you when a member requests reinstatement due to the new provisions related to the COVID-19 pandemic.

For additional information, visit the Client Resource site which contains the most up to date information related to the impact of COVID-19 on consumer-directed benefits (CDBs).

Recommended Reports to Download

• Activity Report by Employer or Carrier

• Initial COBRA Notification Report

• New Election Report

• Current Status Report

• Termination Report by Employer or Carrier

• PDR Report

Steps to Locate and Download Reports

• Select the Reports link from the top of the tool bar or Standard Reports from the bottom of the screen

• Select Date Range to search

• Select the link to List Reports

HealthEquity administers Health Savings Accounts (HSAs) and other consumer-directed benefits for our more than 12 million accounts in partnership with employers, benefits advisors, and health and retirement plan providers who share our mission to connect health and wealth and value our culture of remarkable “Purple” service. For more information, visit www.healthequity.com.

Contact

For questions, please contact your Service Delivery Manger or contact our Client Services team at [email protected] or 866.678.4861. We are available from 7am to 7pm CST.