Yes. You will need to sign a new Funding Profile as part of this transition. You will receive a new Funding Profile that you will need to electronically sign and return at least 30 days before the effective date for FSA and HRA and at least 60 days before the effective date for Commuter to avoid any risk of delayed start to your new plan year/benefit month.

The individual who electronically signs the document will receive an email confirmation, along with a PDF copy of the signed Order Form and/or Funding Profile, stating that your agreement is 'Signed and Filed.' HealthEquity will then review your Order Form and/or Funding Profile and contact you with any questions.

No. Please do not forward the email. If you're not the designated party to sign the Order Form and/or Funding Profile on behalf of the organization, use the delegate function to forward to your organization's authorized signer by clicking the link provided in the email.

HealthEquity provides a self-service website for employers to access standard program reports, schedule reports or generated on-demand reports. Reports can be viewed online and downloaded into Excel format for additional manipulation. Login information including username and password will be sent to you in a separate email.

You will receive login credentials to the new Employer Portal (healthequity.com/employers) prior to Go Live.

Member education about HealthEquity and the new benefits programs is a critical component of the success of this transition. We have created a sample employee Welcome Letter that specifically addresses how members may access their account. You may add your Company's open enrollment information prior to use. Go to the Transition tab on this site to view the Welcome Letter.

Within the Open Enrollment (OE) Toolkit, you will find numerous resources designed to educate you and your employees about their benefits. There you will find resources for OE, a Media Gallery with product flyers and other collateral, webinars, Do It Yourself (DIY) presentations, Benefits Leader Bootcamps and details around the Engage360 materials. Take advantage of these resources designed to help to educate your employees about their benefits.