Yes, you may need to if you have an outdated service agreement that needs to be updated with this transition. If an update is needed, we will notify you in writing and send you a new Order Form for electronic signature. The new Order Form is required at least 30 days before the effective date to avoid any risk of delayed start to your new plan year.

In many cases, you will no need to sign a new Order Form because your existing WageWorks service agreement will remain unchanged, with WageWorks continuing as the contracting party.

If you have a funding arrangement that can still be supported, this will be carried over to the new platform and we will confirm with you some new funding profile terms and conditions that will apply as of your plan renewal date/first benefit month. You will not need to sign a new Funding Profile as a result of this.

If you are signing a new Order Form or currently have an older funding arrangement that can no longer be supported, you will receive a new Funding Profile that you will need to electronically sign and return at least 30 days before the effective date to avoid any risk of delayed start to your new plan year.

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.

Yes, in the upper left hand corner of your EchoSign document, you will see an "Alternative Actions" link. Click the link and select "I will sign and fax back" to print and fax in your signed Order Form agreement. Your agreement will include a fax cover sheet. Please be sure to use the cover sheet and fax your signed Order Form agreement to the number provided.

After you electronically sign the document, you will receive an email with a PDF of the document you have just signed. It will say that your agreement is "signed and filed." This is an indicator that your HealthEquity agreement has been received by HealthEquity and is under review. A HealthEquity team member will contact you if there are any questions regarding the information.

We will be moving over your same plan design you currently have to the new platform. However, we may have a small window in which we can make changes to your plan design in conjunction with this migration effort. If there is a change that you would like, please contact your Service Delivery Team or contact HealthEquity Employer Services immediately for assistance.