2/1/2022 Transition Dates

FSA Specific

HRA Specific

Commuter Order Model (COM) Specific

3/1/2022 Transition Dates

FSA Specific

HRA Specific

Commuter Order Model (COM) Specific

4/1/2022 Transition Dates

FSA Specific

HRA Specific

Commuter Order Model (COM) Specific

5/1/2022 Transition Dates

FSA Specific

HRA Specific

Commuter Order Model (COM) Specific

6/1/2022 Transition Dates

FSA Specific

HRA Specific

Commuter Order Model (COM) Specific

7/1/2022 Transition Dates

FSA Specific

HRA Specific

Commuter Order Model (COM) Specific

8/1/2022 Transition Dates

FSA Specific

HRA Specific

Commuter Order Model (COM) Specific

9/1/2022 Transition Dates

FSA Specific

HRA Specific

Commuter Order Model (COM) Specific

01/01/2022 Transition Dates

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.

Recommended Communication Timeline

We recommend you send the below communications on the following scheduled to help keep your 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

HRA Specific

Commuter Order Model (COM) Specific

02/01/2022 Transition Dates

Recommended Communication Timeline

We recommend you send the below communications on the following scheduled to help keep your 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

HRA Specific

Commuter Order Model (COM) Specific

03/01/2022 Transition Dates

Recommended Communication Timeline

We recommend you send the below communications on the following scheduled to help keep your 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

HRA Specific

Commuter Order Model (COM) Specific

04/01/2022 Transition Dates

Recommended Communication Timeline

We recommend you send the below communications on the following scheduled to help keep your 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

HRA Specific

Commuter Order Model (COM) Specific

05/01/2022 Transition Dates

Recommended Communication Timeline

We recommend you send the below communications on the following scheduled to help keep your 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

HRA Specific

Commuter Order Model (COM) Specific

06/01/2022 Transition Dates

Recommended Communication Timeline

We recommend you send the below communications on the following scheduled to help keep your 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

HRA Specific

Commuter Order Model (COM) Specific

07/01/2022 Transition Dates

Recommended Communication Timeline

We recommend you send the below communications on the following scheduled to help keep your 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

HRA Specific

Commuter Order Model (COM) Specific

08/01/2022 Transition Dates

Recommended Communication Timeline

We recommend you send the below communications on the following scheduled to help keep your 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

HRA Specific

Commuter Order Model (COM) Specific

09/01/2022 Transition Dates

Recommended Communication Timeline

We recommend you send the below communications on the following scheduled to help keep your 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

HRA Specific

Commuter Order Model (COM) Specific

PRIOR MIGRATION

CLIENT TRANSITION GUIDANCE

12/1/2020 Transition Dates

1/1/2021 Transition Dates

2/1/2021 Transition Dates

3/1/2021 Transition Dates

4/1/2021 Transition Dates

5/1/2021 Transition Dates

6/1/2021 Transition Dates

7/1/2021 Transition Dates

COM Key Milestone

8/1/2021 Transition Dates

FSA Specific

HRA Specific

Commuter Order Model (COM) Specific

9/1/2021 Transition Dates

FSA Specific

HRA Specific

Commuter Order Model (COM) Specific

10/1/2021 Transition Dates

FSA Specific

HRA Specific

Commuter Order Model (COM) Specific

11/1/2021 Transition Dates

FSA Specific

HRA Specific

Commuter Order Model (COM) Specific

12/1/2021 Transition Dates

FSA Specific

HRA Specific

Commuter Order Model (COM) Specific