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HealthEquity Overview: 5 Ways HealthEquity Builds Savings
Purpose: HealthEquity’s business/value overview; credibility builder for company and products.
Audience: Prospective partners, client employers, and members
Format: Print and PDF
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HealthEquity Health Plan Overview: Make CDH Work for Your Health Plan
Purpose: HealthEquity’s business/value overview for health plans; credibility builder for company and products.
Audience: Prospective health plan partners
Format: Print and PDF
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HSA Overview: HSAs—Healthy Choice for Your Savings
Purpose: High-level overview of/introduction to HSA, what it is, why choose one, how it works, and qualified/non-qualified expenses.
Audience: Prospective client employers and members
Format: Print and PDF |
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FSA Overview: FSAs—A Simple Way to Save
Purpose: High-level overview of/introduction to FSA, what it is, why choose one, how it works, and qualified/non-qualified expenses, including for DCFSAs.
Audience: Prospective client employers and members
Format: Print and PDF
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HRA Overview: HRAs—Tax-Free Health Savings Compliments of Your Employer
Purpose: High-level overview of/introduction to HRA, what it is, why choose one, how it works, and qualified/non-qualified expenses.
Audience: Prospective client employers and members
Format: Print and PDF
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2009-2010 Service Report Card
Purpose: Overview of HealthEquity's success in meeting or exceeding its service-level guarantees.
Audience: Current and prospective partners and employer groups
Format: PDF only
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HSA FAQs
Purpose: Frequently asked questions for HSA members.
Audience: Current HSA members
Format: PDF only |
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FSA FAQs
Purpose: Frequently asked questions for FSA members. Audience: Current FSA members Format: PDF only
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HRA FAQs
Purpose: Frequently asked questions for HRA members. Audience: Current HRA members Format: PDF only
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Qualified Medical Expenses
Purpose: Overview of sample qualified medical expenses for health care accounts.
Audience: Current and prospective members
Format: Print and PDF
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HealthEquity Health Savings Account (HSA) Interest Rate Schedule
Purpose: High-level overview of current HealthEquity HSA interest rates.
Audience: Prospective client employers, banks, health plans, and members
Format: PDF only |
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PayChoice™ Bill Pay Overview
Purpose: An overview of HealthEquity’s online payment solution. Audience: Prospective and current members, partners, and client employers Format: PDF only
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Five Great Reasons
Purpose: Pitch sheet for HDHP with an HSA and a HealthEquity HSA.
Audience: Prospective HSA members; employers
Format: PDF only |
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HRA/FSA Employer Application
Purpose: Application for employers to sign up for RA administration.
Audience: Prospective employers
Format: PDF only
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HealthEquity HSA Investments Overview: HSA Investments/
How Investments Work
Purpose: High-level overview of investments
funds available for HealthEquity HSAs and how
to sign up for and invest using the HealthEquity
member portal. For balances of more than $2,000.
Audience: Current HSA members
Format: Print and PDF
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Generic HSA Investments Overview: HSA Investments/
How Investments Work
Purpose: High-level overview of investments
funds available for HealthEquity HSAs and how
to sign up for and invest using the HealthEquity
member portal. For groups with a investment threshold other then $2,000.
Audience: Current HSA members
Format: Print and PDF |
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Hassle-Free DCRA with HealthEquity
Purpose: An overview of how to schedule automatic dependent-care reimbursements from your DCRA.
Audience: Prospective DCRA members
Format: Current DCRA members |
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Easy Orthodontics Claims with Your HealthEquity FSA or HRA
Purpose: An overview of the fastest, easiest way to ensure reimbursement for an orthodontics claim from your reimbursement account.
Audience: Current RA members
Format: PDF
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FSA Tax Savings Worksheet
Purpose: Worksheet to help FSA holders estimate tax savings for a health care and/or dependent care
FSA and as a guide to help estimate election amounts.
Audience: Prospective and existing FSA members
Format: PDF |
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