FSA Specific
HRA Specific
Commuter Order Model (COM) Specific
HSA Specific
- If your HSA product is migrating on December 16, 2021, visit the HSA Migration site for more details.
CLIENT TRANSITION GUIDANCE
The transition to your new HealthEquity plan(s) will occur in multiple phases. In order to help you through these phases, we’ve created a Migration Guide to walk you through the process and provide you with useful transition information and FAQs.
1/1/2022 Transition Dates
2/1/2022 Transition Dates
3/1/2022 Transition Dates
4/1/2022 Transition Dates
5/1/2022 Transition Dates
6/1/2022 Transition Dates
7/1/2022 Transition Dates
8/1/2022 Transition Dates
FSA Specific
Commuter Order Model (COM) Specific
HSA Specific
- If your HSA product is migrating on December 16, 2021, visit the HSA Migration site for more details.
FSA Specific
Commuter Order Model (COM) Specific
HSA Specific
- If your HSA product is migrating on December 16, 2021, visit the HSA Migration site for more details.
FSA Specific
Commuter Order Model (COM) Specific
HSA Specific
- If your HSA product is migrating on December 16, 2021, visit the HSA Migration site for more details.
FSA Specific
Commuter Order Model (COM) Specific
HSA Specific
- If your HSA product is migrating on December 16, 2021, visit the HSA Migration site for more details.
FSA Specific
Commuter Order Model (COM) Specific
HSA Specific
- If your HSA product is migrating on December 16, 2021, visit the HSA Migration site for more details.
*2021 Plans Impacted by the Federal Extended Run-out Requirement*
FSA Specific
MEMBER COMMUNICATIONS
HealthEquity will ask for your assistance in the communication process to your employees at key times in the transition process. A successful transition will include formal and informal supporting communications. Encourage your employees to keep their current accounts up to date and to watch for your communications. It’s important that you assist in helping them understand what is happening with their benefits transition by sharing with them the key dates and milestone regarding the transition.
1/1/2022 Transition Dates
2/1/2022 Transition Dates
3/1/2022 Transition Dates
4/1/2022 Transition Dates
5/1/2022 Transition Dates
6/1/2022 Transition Dates
7/1/2022 Transition Dates
8/1/2022 Transition Dates
Recommended Communication Timeline
We recommend you send the below communications on the following scheduled to help keep you employees informed of the upcoming migration.
- Welcome Letter(s) - Send 60-days before your transition date
- Reminder Notice(s) - Send 30-days before your transition date
- Go Live Notice - Send at your transition date
- Internal communications – Post in your company newsletter, on a bulletin board, or other internal communication channels during the 60 days before your transition date
FSA Specific
- Welcome Letter (plans with carryover)
- Welcome Letter (plans with grace period)
- Welcome Letter (plans without carryover or grace period)
- Reminder Notice (plans with carryover)
- Reminder Notice (plans with grace period)
- Reminder Notice (plans without carryover or grace period)
- Go Live (plans with grace period)
- Go Live (plans without grace period)
- Sample Internal Communication Template (plans with carryover)
- Sample Internal Communication Template (plans with grace period)
- Sample Internal Communication Template (plans without carryover or grace period)
HRA Specific
- Welcome Letter (HRA perpetual)
- Welcome Letter (HRA non-perpetual)
- Reminder Notice (HRA perpetual)
- Reminder Notice (HRA non-perpetual)
- Go Live (HRA perpetual)
- Go Live (HRA non-perpetual)
- Sample Internal Communication Template (HRA perpetual)
- Sample Internal Communication Template (HRA non-perpetual)
Commuter Order Model (COM) Specific
Recommended Communication Timeline
We recommend you send the below communications on the following scheduled to help keep you employees informed of the upcoming migration.
- Welcome Letter(s) - Send 60-days before your transition date
- Reminder Notice(s) - Send 30-days before your transition date
- Go Live Notice - Send at your transition date
- Internal communications – Post in your company newsletter, on a bulletin board, or other internal communication channels during the 60 days before your transition date
FSA Specific
- Welcome Letter (plans with carryover)
- Welcome Letter (plans with grace period)
- Welcome Letter (plans without carryover or grace period)
- Reminder Notice (plans with carryover)
- Reminder Notice (plans with grace period)
- Reminder Notice (plans without carryover or grace period)
- Go Live (plans with grace period)
- Go Live (plans without grace period)
- Sample Internal Communication Template (plans with carryover)
- Sample Internal Communication Template (plans with grace period)
- Sample Internal Communication Template (plans without carryover or grace period)
Commuter Order Model (COM) Specific
Recommended Communication Timeline
We recommend you send the below communications on the following scheduled to help keep you employees informed of the upcoming migration.
- Welcome Letter(s) - Send 60-days before your transition date
- Reminder Notice(s) - Send 30-days before your transition date
- Go Live Notice - Send at your transition date
- Internal communications – Post in your company newsletter, on a bulletin board, or other internal communication channels during the 60 days before your transition date
FSA Specific
- Welcome Letter (plans with carryover)
- Welcome Letter (plans with grace period)
- Welcome Letter (plans without carryover or grace period)
- Reminder Notice (plans with carryover)
- Reminder Notice (plans with grace period)
- Reminder Notice (plans without carryover or grace period)
- Go Live (plans with grace period)
- Go Live (plans without grace period)
- Sample Internal Communication Template (plans with carryover)
- Sample Internal Communication Template (plans with grace period)
- Sample Internal Communication Template (plans without carryover or grace period)
Commuter Order Model (COM) Specific
Recommended Communication Timeline
We recommend you send the below communications on the following scheduled to help keep you employees informed of the upcoming migration.
- Welcome Letter(s) - Send 60-days before your transition date
- Reminder Notice(s) - Send 30-days before your transition date
- Go Live Notice - Send at your transition date
- Internal communications – Post in your company newsletter, on a bulletin board, or other internal communication channels during the 60 days before your transition date
FSA Specific
- Welcome Letter (plans with carryover)
- Welcome Letter (plans with grace period)
- Welcome Letter (plans without carryover or grace period)
- Reminder Notice (plans with carryover)
- Reminder Notice (plans with grace period)
- Reminder Notice (plans without carryover or grace period)
- Go Live (plans with grace period)
- Go Live (plans without grace period)
- Sample Internal Communication Template (plans with carryover)
- Sample Internal Communication Template (plans with grace period)
- Sample Internal Communication Template (plans without carryover or grace period)
Commuter Order Model (COM) Specific
Recommended Communication Timeline
We recommend you send the below communications on the following scheduled to help keep you employees informed of the upcoming migration.
- Welcome Letter(s) - Send 60-days before your transition date
- Reminder Notice(s) - Send 30-days before your transition date
- Go Live Notice - Send at your transition date
- Internal communications – Post in your company newsletter, on a bulletin board, or other internal communication channels during the 60 days before your transition date
FSA Specific
- Welcome Letter (Mid-year)
- Welcome Letter (plans with carryover)
- Welcome Letter (plans with grace period)
- Welcome Letter (plans without carryover or grace period)
- Reminder Notice (plans with carryover)
- Reminder Notice (plans with grace period)
- Reminder Notice (plans without carryover or grace period)
- Go Live (plans with grace period)
- Go Live (plans without grace period)
- Sample Internal Communication Template (plans with carryover)
- Sample Internal Communication Template (plans with grace period)
- Sample Internal Communication Template (plans without carryover or grace period)
Commuter Order Model (COM) Specific
Recommended Communication Timeline
We recommend you send the below communications on the following scheduled to help keep you employees informed of the upcoming migration.
- Welcome Letter(s) - Send 60-days before your transition date
- Reminder Notice(s) - Send 30-days before your transition date
- Go Live Notice - Send at your transition date
- Internal communications – Post in your company newsletter, on a bulletin board, or other internal communication channels during the 60 days before your transition date
FSA Specific
- Welcome Letter (plans with carryover)
- Welcome Letter (plans with grace period)
- Welcome Letter (plans without carryover or grace period)
- Reminder Notice (plans with carryover)
- Reminder Notice (plans with grace period)
- Reminder Notice (plans without carryover or grace period)
- Go Live (plans with grace period)
- Go Live (plans without grace period)
- Sample Internal Communication Template (plans with carryover)
- Sample Internal Communication Template (plans with grace period)
- Sample Internal Communication Template (plans without carryover or grace period)
Commuter Order Model (COM) Specific
*2021 Plans Impacted by the Federal Extended Run-out Requirement*
Recommended Communication Timeline
We recommend you send the below communications on the following scheduled to help keep you employees informed of the upcoming migration.
- Initial Notice - Send 60-days before your transition date
- Reminder Notice - Send 30-days before your transition date
FSA Specific
*2021 Plans Impacted by the Federal Extended Run-out Requirement*
Recommended Communication Timeline
We recommend you send the below communications on the following scheduled to help keep you employees informed of the upcoming migration.
- Initial Notice - Send 60-days before your transition date
- Reminder Notice - Send 30-days before your transition date
FSA Specific
PRIOR MIGRATIONS
CLIENT TRANSITION GUIDANCE
5/1/2021 Transition Dates
5/20/2021 Transition Dates
6/1/2021 Transition Dates
7/1/2021 Transition Dates
8/1/2021 Transition Dates
9/1/2021 Transition Dates
10/1/2021 Transition Dates
11/1/2021 Transition Dates
12/1/2021 Transition Dates
FSA Specific
Commuter Order Model (COM) Specific
HSA Specific
- If your HSA product is migrating on December 16, 2021, visit the HSA Migration site for more details.
FSA Specific
Commuter Order Model (COM) Specific
HSA Specific
- If your HSA product is migrating on December 16, 2021, visit the HSA Migration site for more details.
MEMBER COMMUNICATIONS
5/1/2021 Transition Dates
5/20/2021 Transition Dates
6/1/2021 Transition Dates
7/1/2021 Transition Dates
8/1/2021 Transition Dates
9/1/2021 Transition Dates
10/1/2021 Transition Dates
11/1/2021 Transition Dates
12/1/2021 Transition Dates
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FSA Specific Commuter |
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Recommended Communication Timeline We recommend you send the below communications on the following scheduled to help keep you employees informed of the upcoming migration.
FSA Specific
Commuter Order Model (COM) Specific |
Recommended Communication Timeline
We recommend you send the below communications on the following scheduled to help keep you employees informed of the upcoming migration.
- Welcome Letter(s) - Send 60-days before your transition date
- Reminder Notice(s) - Send 30-days before your transition date
- Go Live Notice - Send at your transition date
- Internal communications – Post in your company newsletter, on a bulletin board, or other internal communication channels during the 60 days before your transition date
FSA Specific
- Welcome Letter (plans with carryover)
- Welcome Letter (plans with grace period)
- Welcome Letter (plans without carryover or grace period)
- Reminder Notice (plans with carryover)
- Reminder Notice (plans with grace period)
- Reminder Notice (plans without carryover or grace period)
- Go Live (plans with grace period)
- Go Live (plans without grace period)
- Sample Internal Communication Template (plans with carryover)
- Sample Internal Communication Template (plans with grace period)
- Sample Internal Communication Template (plans without carryover or grace period)
Commuter Order Model (COM) Specific
