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 participant 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

• COBRA Activity Report

• Initial COBRA Notification Report

• Election Form Report

• Qualified Beneficiary Report

• COBRA Participant Report

• COBRA Termination Report

• Subsidy Report

• Premium Received by Received Date Report

• Pre-payment Register Report • Carrier Totals by Status

Steps to Locate and Download Reports

• Select the Benefits Tab from the top of the screen

• From the left side of the screen select ‘Documents’

• Select the link for ‘Review Reports and Letters’

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 Member Services at 855.556.5737. We are available from 7am to 7pm CST, Monday through Friday. You may also request help by logging into your online account at mybenefits.wageworks.com and selecting the Message Center tab.