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 October 7, 2024	Members notified of the transition.
Week of December 2, 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.
December 22, 2024	Final day to make contributions via any method to Further HSA. Final day to make investment trades from HSA investment account through the Further Investment portal. Final day to use Further debit cards or request distributions from HSAs through the Further portal.
December 23, 2024	HSA blackout period starts.
January 1, 2025	Account balances are transferred to the HealthEquity portal. For members with investments, investment holdings are transferred to the HealthEquity portal. HSA blackout period ends. Funds and investments are available through the HealthEquity portal.
January 7, 2025	Transaction history loaded 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 October 7, 2024	Members notified of the transition.
7 to 10 business days after enrollments are processed by employer 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.
December 31, 2024 or through Grace Period if applicable	Last day to use Further debit card.
January 1, 2025	First day on HealthEquity portal, if applicable.
Through the 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.

Member Transition Services

844.351.6856

Available 24/7

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Frequently Asked Questions

Explore our FAQ page for quick answers to common questions.

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Member 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.