Transition timeline

Key dates for the transition

Prepare for the transition by familiarizing yourself with some of the key transition dates, so you know what’s happening and when.

Health Savings Accounts

Date	Milestone
Week of August 5, 2024	Clients are notified of the transition.
October 1, 2024	Changes and updates in the Further client portal disabled.
Week of October 28, 2024	Clients receive HealthEquity portal credentials.
Week of November 4, 2024	Members are notified of the transition.
December 13, 2024	Final day for client to enroll members on the Further portal.
Week of December 23, 2024	Clients can begin submitting enrollments on the HealthEquity portal.
Week of December 30, 2024	HealthEquity begins mailing Card Packages. Packages include first time login instructions to the HealthEquity portal. For eligible members, packages also include new HealthEquity Visa® Card* for the new plan year. Members can make post-tax contributions on the HealthEquity portal. Members should consider contributing to their HealthEquity HSA prior to the blackout date if they need access to funds during the transitioning blackout period described below.
January 22, 2025	Final day for clients to process HSA contributions on the Further portal. Final day for members to make investment changes from Further HSA investment accounts through the Further portal. Final day for members to use their Further debit card or request distributions from HSAs through the Further portal.
January 23, 2025	HSA member blackout period starts.
February 1, 2025	Member account balances are transferred to the HealthEquity portal. For members with investments, investment holdings are transferred to the HealthEquity portal. Member HSA blackout period ends. Funds and investments are now available on the HealthEquity portal.
February 6, 2025	Member's transaction history loads in HealthEquity portal.

_{*This card is issued by The Bancorp Bank, N.A., pursuant to a license from Visa U.S.A. Inc. Your card can be used everywhere Visa debit cards are accepted for qualified expenses. This card cannot be used at ATMs and you cannot get cash back, and cannot be used at gas stations, restaurants, or other establishments not health related. See Cardholder Agreement for complete usage restrictions.}

Flex Spending Accounts/Health Reimbursement Arrangements

Date	Milestone
Week of August 5, 2024	Clients notified of the transition.
Week of August 19, 2024	Claims Funding Form sent to clients.
October 1, 2024	Changes and updates in the Further client portal disabled.
Week of October 21, 2024	Onboarding Notices sent to clients.
Week of October 28, 2024	Clients receive HealthEquity portal credentials.
Starts November 1, 2024. Must be completed by December 16, 2024.	Clients can submit their plan renewals on HealthEquity portal and return Claims Funding Form.
Week of November 4, 2024	Members notified of the transition.
Starts December 14, 2024. Submit by January 1, 2025 to ensure members receive cards by February 1, 2025.	Clients can begin submitting new plan year enrollments. Must complete plan year renewal for enrollments to be processed.
7 to 10 business days after enrollments are processed in the HealthEquity system	HealthEquity begins mailing Card Packages. Packages include first time login instructions to the HealthEquity portal. For eligible members, packages also include new HealthEquity Visa® Card* for the new plan year.
January 31, 2025 or through Grace Period if applicable	Last day to use Further debit card.
February 1, 2025	Transition complete. Clients and members are now live on the HealthEquity portal.
Through end of Runout	Members submit prior plan year claims on Further portal.
Approximately 45 days post Runout	If client plan has Rollover and/or HRA spenddown, applicable balances will be available on the HealthEquity portal.

Client Services

866.711.4860

Mon-Fri 7am-7pm (CT)

Frequently Asked Questions

Explore our FAQ page for quick answers to common questions.

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Client Transition Resources

View resources for each phase of the HealthEquity transition.

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¹Investments are subject to risk, including the possible loss of the principal invested, and are not FDIC or NCUA insured, or guaranteed by HealthEquity, Inc. Investing through the HealthEquity investment platform is subject to the terms and conditions of the Health Savings Account Custodial Agreement and any applicable investment supplement. Investing may not be suitable for everyone and before making any investments, review the fund’s prospectus.