Collateral

HealthEquity's available collateral materials are shown below. To download a PDF version, right-click the document and select "Save Target As...." For printed materials, contact the Marketing department (marketing@healthequity.com).

 

Customizing collateral? See the HealthEquity brand identity guidelines.

 

5WAYS_HE_BUILDSAVINGS_Page_1.jpg

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
         
HE Health Plan One Sheet

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


HealthEquity HSA Healthy Choice

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
  HealthEquity FSA Overview

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


HealthEquity HRA Overview

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


  2009-2010 Service Report Card
 

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




HE HSA FAQs 2010

HSA FAQs


Purpose: Frequently asked questions for
HSA members.

Audience:
Current HSA members

Format:
PDF only
  HE FSA FAQs 2010

FSA FAQs


Purpose: Frequently asked questions for
FSA members.

Audience:
Current FSA members

Format:
PDF only





HE HRA FAQs 2010

HRA FAQs


Purpose: Frequently asked questions for
HRA members.

Audience:
Current HRA members

Format:
PDF only





  HealthEquity QME 2010-11

Qualified Medical Expenses


Purpose: Overview of sample qualified medical expenses for health care accounts.

Audience:
Current and prospective members

Format:
Print and PDF

HSA Investemnts

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
  HE PayChoice Bill Pay

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




Five Great Reasons

Five Great Reasons


Purpose: Pitch sheet for HDHP with an HSA and a HealthEquity HSA.

Audience:
Prospective HSA members; employers

Format:
PDF only
  HRA/FSA Employer APP

HRA/FSA Employer Application


Purpose: Application for employers to sign up for
RA administration.

Audience:
Prospective employers

Format:
PDF only





HSA Investemnts

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


  HSA Investemnts

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
HSA Investemnts

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
  HSA Investemnts

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



HSA Investemnts

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