the USA Patriot Act, HealthEquity must verify the identity of all individuals who seek to open an HSA. If you have a high-deductible health plan (generally one with a deductible of $2400 or more for your family per year), you are eligible for a Health Savings Account (HSA). Available every hour of every day. Health Savings Account. Your interest rate and corresponding APY can also be found on your monthly statement. Medicare enrollment may disrupt your eligibility to contribute to your HSA. Once your account meets a certain threshold, you can invest in HealthEquity’s investment funds to maximize your HSA earnings. We've selected HealthEquity, one of the nation's oldest and largest dedicated health savings trustees. Extensive background in the retirement industry coupled with HSA experience. If you have any medical costs during this time, keep your. called HealthEquity, Inc. Jul 03, 2017 · Watch out for high fees hiding in your health savings account. The HealthEquity mobile app is a convenient and powerful tool that gives you on-the-go access to your health accounts and Health Savings Account (HSA) investments. 1 Employees use funds that they, their employers, or anyone, contribute to the HSA to pay for qualified medical expenses, both before and after the deductible is met. I can make qualified purchases at Wal Mart, Target, or wherever I choose. How can you find the best health savings account providers? Start with this list of the best HSA accounts that offer tax advantages for people with high-deductible health plans, and earn high. HealthEquity offers 30-minute webinars every month on:. • HSA accounts with HealthEquity are FDIC-insured up to $250,000 (funds invested in mutual funds are not FDIC insured). Learn more about Team at HealthEquity on Comparably. (Note: Your account may have a different minimum balance. Chosen as HSA Trustee for the State of Indiana employees, today we provide customized HSA solutions for employer groups and individuals in all 50 states. healthequity. Health Savings Accounts are an excellent way to lower health insurance costs and save for your future. HealthEquity offers a number of services to ensure members reap the full benefits of an HSA: Simple, electronic setup; 24/7 customer service. Here are a few reasons for arranging your health insurance coverage to include this important tool. When can I start to contribute to my HealthEquity HSA account? You can start contributing on October 16, 2017. Your HSA may earn interest at tiered rates. For additional disclosures and information, view the HealthEquity terms and. Please note that once you make your selection, it will apply to all future visits to NASDAQ. 3510 Monday through Friday, 8 a. Discover the best way to save for health care, and a great way to save on taxes. One of the benefits of choosing the Pelican HSA775 is the option to enroll in a health savings account (HSA). HRA members only: Log into your HealthEquity account. HealthEquity makes no guarantees about, the accuracy, currency, content or quality of the information provided by such sites, and we assume no responsibility for unintended, objectionable, inaccurate, misleading, or unlawful content that may reside on. For 2015, the contribution maximum for Health Care Spending is $2,500 and the family combined. However, the IRS may ask for proof that your HSA funds were spent appropriately. If you are a previous Sonabank HSA customer and have any questions about your transition to HealthEquity please contact HealthEquity at 866-346-5800 or visit their website. Username:: Forgot Username: Password:: Forgot Password. Learn more about Outlook at HealthEquity on Comparably. FROM YOUR HEALTHEQUITY HSA *This example is based on a 20% tax rate, and the entire family contribution. Actived: Thursday Sep 6, 2018 (11 days ago). These HSA accounts are administered by HealthEquity and work along with the consumer-directed health plans (CDHPs). If used for qualified medical expenses, HSA assets are never taxed. We use the. We launched HSA Search to help HSA consumers navigate all of the HSA providers in the marketplace. 00 may apply. HealthEquity helps you make your HSA easy to use. See the complete profile on LinkedIn and discover Paige’s connections and jobs at similar companies. We intend on remaining an independent source for HSA provider information for both individuals and businesses alike. You are automatically enrolled in a Health Savings Account (HSA) through HealthEquity when you enroll in UMP CDHP. October 15, 2019, marks National HSA Awareness Day. Risk-adjusted returns will help reveal whether a return was obtained by smart investing or by taking excessive risk. ' Requirements: A death certificate; The 'Health savings account (HSA) instructions upon death of account holder' form. HealthEquity helps you make your HSA easy to use. from knowledgeable, US-based HealthEquity Member Services specialists. Please reference American Fidelity’s list of Health Savings Account (HSA) eligible expenses to ensure your expense is eligible under your employer’s plan. o Create your HealthEquity user account on HealthEquity's website o Be sure to setup your beneficiary information. Effective June 26, 2018, HSA custodianship will be held by HealthEquity. Your HSA is funded by pre-tax contributions from you, your employer, or both. ' Enter the last four digits of your social security number and the last four digits of your debit card number. Yes, you can withdraw funds from your HSA at any time. , including insurance benefits, retirement benefits, and vacation policy. Note: Not all plans include an account. Our Plan Comparison Tool helps you compare details from an HSA qualified health plan and other plans offered so you can see the benefits and find the best option for you. Money you keep in your HSA earns interest tax free. Glassdoor is your resource for information about the Health Insurance benefits at HealthEquity Inc. We focus on HSAs offered as an employee benefit for our purposes here. However, an HSA has big tax benefits. HealthEquity connects health and wealth, delivering health savings account (HSA), 401(k) and other consumer driven health and retirement solutions. In your case it sounds like your HSA works more like my FSA. Consult your health insurance provider or tax advisor. 1 million HSA milestone. Your unused account balance rolls over from year to year. Username:: Forgot Username: Password:: Forgot Password. • HealthEquity is one of the nation’s largest HSA administrators, serving more than 20,000 companies. the USA Patriot Act, HealthEquity must verify the identity of all individuals who seek to open an HSA. For specific tax questions, speak with a tax advisor. If you would like, you can speak to one of our "expert friends" to activate your card and receive additional insight to your account. HealthEquity helps you make your HSA easy to use. Our Health Savings Account. (HQY) HSA & AUM Metrics Improve in FY16. AvMed is committed to helping you keep costs down. Additionally, you save money on taxes and are given more flexibility and control over your health care dollars. You must leave at least $25. If you’re covered as of December 1, you’re considered an eligible individual for the entire year and you’re not required to pro-rate your. 5800 to determine the exact fee. Hyrum has 3 jobs listed on their profile. Learn about HealthEquity Inc. SAMPLE HSA SCENARIO SAVINGS* HealthEquity, Inc. Customized. An HSA is similar to an IRA or 401(k) for medical expenses. HealthEquity will work with your health plan to automatically set up your account and supply a HealthEquity Visa® Health Account card1 to conveniently pay for eligible expenses. Money you take out to pay for eligible health care expenses is never taxed. A health savings account (HSA) can help you build up a cash cushion to pay. Health Savings Accounts are an excellent way to lower health insurance costs and save for your future. • HealthEquity is one of the nation's largest HSA administrators, serving more than 20,000 companies. com The Document World. Examples of Qualified. (HQY) HSA & AUM Metrics Improve in FY16. Health Savings Account (HSA) Yes. ALL count toward your deductible and out-of-pocket maximum HSA through HealthEquity NAU contributes each pay period to your account You can also make pre-tax contributions Tax-free savings for qualified medical expenses Want to learn more Compare your medical options with the 2020 Benefits Overview Attend the Flagstaff Benefit Expo. Your BenefitWallet ® Health Savings Account (HSA) is the perfect tool to build a safety net for future health care costs. To authorize HealthEquity to transfer a partial amount of your health savings account (HSA), complete this form. Authorization for partial transfer. Your existing HSA may be held in two separate accounts, both of which are eligible to be transfered. Health savings account - Wikipedia wikipedia. Plus, it’s a great way to invest and save for your future. It's easy to make withdrawals from your account. With an Integrated HealthEquity Health Savings Account (HSA) Why enroll in an integrated HSA? An integrated HSA makes it easy for you to use your HSA funds to pay for qualified medical expenses. By signing below, I authorize HealthEquity to reimburse me from my health savings account (HSA) for my expense in the manner specifi ed above and I represent that the informa on I provided in this request is true and complete. to let it grow over time. DRAPER, UT (Sept. ng health savings account (HSA) to a HealthEquity HSA. We’ve made viewing your balance, filing a claim and accessing your funds even easier. Ready to open a new HSA account with HealthEquity? CLICK HERE. Account balance will be paid to 'the estate of the deceased member. is a US-based health care company that is designated as a non-bank health savings trustee by the IRS. Intuitive Website. Nationwide declined to say how much the HSA will charge in monthly account maintenance and other fees, saying that it will be disclosed at a later date closer to the launch of the product. benefits and perks. New HSA product moves accounts closer to asset-building product What you need to know about the launch of a new HSA from health savings custodian HealthEquity. They'll also cover how you can use their member portal, tools and resources to make managing your HSA account easy and convenient. 95 and there are no purchase fees. Save for medical expenses, manage your health care spending, and gain potential tax advantages with a health savings account (HSA). the USA Patriot Act, HealthEquity must verify the identity of all individuals who seek to open an HSA. A bank account holding your cash balance; A brokerage account holding your investments; A separate transfer request may be required for each type of a account. 15, 2019 (GLOBE NEWSWIRE) -- HealthEquity, (NASDAQ: HQY), the leading provider of health savings accounts (HSAs) and complementary consumer-directed benefits (“CDBs”), helps debunk common myths people may have regarding HSAs. Your Health Savings Account (HSA) trustee is changing to HealthEquity as of January 1, 2016. HealthEquity, Inc. Health and Equity go hand in hand as we provide you with the tools to make it work. HealthEquity. Complete investment spectrum. HealthEquity employees have rated their sentiment towards HealthEquity's Perks and Benefits 82/100. To open a Health Savings. However, if you would like to transfer your existing HSA balances from Chase or BenefitWallet, you need to return a transfer form. Your HSA is like a 401(k), but better. MANAGING YOUR HSA. In addition to helping you manage your Health Savings Account (HSA), HealthEquity—our HSA administrator—can help you take control of medical bills and build health savings for life. You must elect your Health Care and/or Dependent Care amounts every year. HealthEquity connects health and wealth, delivering health savings account (HSA), 401(k) and other consumer driven health and retirement solutions. Just like the funds you contribute to your HSA, invested earnings are not taxed, making your HSA an effective component to your retirement strategy. My current administrator is HealthEquity, with administration fees ( $180/year), plus fund expense ratios. To help you do this, HealthEquity offers. offered with a Health Savings Account (HSA) Member Frequently Asked Questions 18. The $200,000 Health Savings Account - Forbes. Draper, UT. HealthEquity provides a solution to an issue of growing importance to American families: affording lifelong health care. Introduction; How an HSA can benefit you; New tools; Mobile app; Login to your account; Open an HSA; Tackle phishing & fraud; Contact us. Contribute to your HSA Make deposits to your HSA through pre-tax payroll deductions or through the HealthEquity member portal. See the complete profile on LinkedIn and discover Hyrum’s connections and jobs at similar companies. Health Savings Account (HSA) Yes. Can I transfer my HSA funds to another bank? Yes. However, if you would like to give your employees a nudge to overcome status quo bias in your organization when it comes to auto enrollments in an HSA, there may be an option. Please contact A closure fee of up to $25. Just like the funds you contribute to your HSA, invested earnings are not taxed, making your HSA an effective component to your retirement strategy. Pay for eligible medical, dental, and vision expenses for you and your family using your HSA debit card (provided sufficient funds are in your account). You must leave at least $25. 0 items $0. HealthEquity. 08 for an individual or $1,400. healthequity hsa login; my healthequity hsa login; Top URL related to healthequity hsa login. HealthEquity. For information on whose expenses may be covered using this account, see the. Your existing HSA may be held in two separate accounts, both of which are eligible to be transfered. The agreement establishes HealthEquity as the HSA custodian for all current Alliant HSA business. If they are not familiar with HSAs, they may have some questions about how HSAs can benefit them and their families. HealthEquity will work with your health plan to automatically set up your account and supply a HealthEquity Visa® Health Account card1 to conveniently pay for eligible expenses. Health Savings Account (HSA) Benefits. HSA Integration with HealthEquity Employer Name: By signing this form, I agree to the following: HealthEquity will establish a health savings account on my behalf. HealthEquity, Inc. HealthEquity is the nation’s oldest and largest dedicated health savings trustee. HealthEquity provides a solution to an issue of growing importance to American families: affording lifelong health care. CDPHP and HealthEquity deliver a fully integrated approach to consumer-driven health care that combines industry-leading health savings accounts (HSAs) with your health plan design. • Money put into your HSA is not taxed • You earn tax-free interest on HSA balances • HSA funds used for qualified medical expenses are not taxed • You can invest your HSA funds for increased tax-free earning potential*** HSA funds remain yours to grow. A Health Savings Account (HSA) is a tax-advantaged savings tool that provides triple tax savings: Contributions to your HSA can be made with pre-tax dollars through payroll deductions, which reduces your taxable income. Health Savings Account. Examples of Qualified. Account Activation: Find your account. Benefits information above is provided anonymously by current and former HealthEquity Inc. Further goes beyond what you expect from an account administrator, guiding you through a health finance system that can be complicated. Login to your account. Just like the funds you contribute to your HSA, invested earnings are not taxed, making your HSA an effective component to your retirement strategy. the USA Patriot Act, HealthEquity must verify the identity of all individuals who seek to open an HSA. Glassdoor is your resource for information about the Health Insurance benefits at HealthEquity Inc. Otherwise, leave that field blank and click 'Next. 04 for more than one person. Chosen as HSA Trustee for the State of Indiana employees, today we provide customized HSA solutions for employer groups and individuals in all 50 states. HealthEquity, a health savings trustee, assists its members to build health savings by providing health account read more. Getting Started with a HealthEquity® Health Savings Account Congratulations! You’ve made the decision to help your employees save for a healthy future. Leading Administrator Marks National HSA Awareness Day with Consumer Education. Medicare eligibility. Is my HSA FDIC-insured? Yes. View Drew Gerken’s profile on LinkedIn, the world's largest professional community. This result falls beyond the top 1M of websites and identifies a large and not optimized web page that may take ages to load. Yes, I authorize Regence to share my claims information with HealthEquity for the purpose of simplifying the provider payment process from my HSA bank account. Getting started with your HSA As an HSA member, following these steps will help you optimize your account and put you on the pathway to building health savings. HealthEquity, Optum Bank and The HSA Authority — positive scores for their investment options based on below-average fees and. Please visit www. HSA funds may be used to pay for out-of-pocket qualifying medical, dental, prescription and vision expenses. For more information, refer to A Quick Guide to Your Health Savings Account or visit HealthEquity. If you paid out-of-pocket, you can reimburse yourself by taking funds out of your HSA. It works like a regular bank account. Best HSA Account Administrators List. You must leave at least $25. Your BenefitWallet ® Health Savings Account (HSA) is the perfect tool to build a safety net for future health care costs. Learn more about some of their successes in implementing CDH strategy:. Available every hour of every day. HealthEquity Sets Date to Announce Second Quarter Results Ir. To designate or change a beneficiary on your HealthEquity HSA, log on to your account and select My Account, Add Individuals, and then Beneficiaries. HSAs are not taxed at a federal income tax level when used appropriately for qualified medical expenses. Our HSA administrator, HealthEquity makes it easy to manage your account. Health Savings Accounts are an excellent way to lower health insurance costs and save for your future. You can elect to have a portion of your paycheck contributed pre-tax to pay for qualified medical expenses such as deductibles, co-payments, dental and vision, or to pay for qualified dependent care. Health Savings Account. You make pre-tax* contributions to your HSA from your paycheck. The HSA allows you to set aside tax-free dollars that you can save for eligible healthcare expenses today, tomorrow, and even for retirement. You keep the money. The company's innovative technology platform and tax-advantaged accounts help. Jul 03, 2017 · Watch out for high fees hiding in your health savings account. SALT LAKE CITY--(BUSINESS WIRE)--HealthEquity, Inc. An HSA is an individual custodial account that you establish with HealthEquity (or other financial institution) to be used for reimbursement of qualified medical expenses as set forth in Internal Revenue Code Section 223. Use the money in your HSA to pay for eligible medical, pharmacy, dental and vision expenses,** or save it for the future. Read article. HealthEquity will work with your health plan to automatically set up your account and supply a HealthEquity Visa® Health Account card1 to conveniently pay for eligible expenses. Unlimited withdrawals may be made to pay for out-of-pocket qualified medical expenses as they occur. Give yourself peace of mind knowing your HSA funds never expire and you own the account for life. Other eligible expense lists may not be tailored to your employer’s plan. Your BenefitWallet ® Health Savings Account (HSA) is the perfect tool to build a safety net for future health care costs. (OPTUMBank® Logo) An HSA is used to save for qualified medical expenses for you and your eligible dependents, both now and in the future. To designate a beneficiary, log into your HealthEquity member portal at www. The HSA is YOUR account. HSA funds may be used to pay for out-of-pocket qualifying medical, dental, prescription and vision expenses. Health Savings Account (HSA) Eligibility Worksheet LG0001892-50-17 Thank you for enrolling in the High Deductible Health Plan (HDHP). It allows me to offer creative solutions to resolve my company’s and clients’ challenges. Jimmy has 7 jobs listed on their profile. We are committed to making your life easier by providing products to meet every need, whether you are a saver, a spender or thinking about investing. Signs of industry progress. If you are enrolling in a qualifying, high-deductible health plan, you can build a tax-free HSA with a bank or financial institution of your choice. Complete investment spectrum. Other criteria may apply. If you choose to. The IRS just announced that health savings account (HSA) contribution limits will increase in 2020, giving you and your employees the chance to save more than ever. The HSA Authority powered by Old National Bank stands apart as one of the most experienced Health Savings Account administrators, as we were among the first to bring HSAs to the market in 2004. You will receive a Welcome Kit with detailed instructions on how to use the. Solid Health Savings Account (HSA) member growth is likely to boost the top line. HealthEquity, Inc. HealthEquity administers 4. Unlike traditional insurance plans, setting up an HSA with O’NA HealthCare™ takes less than 5 seconds! Simply opt in during enrollment, and your Health Savings Account will be automatically created. A health savings account is the perfect plan for managing the high cost of healthcare… At Ramsey Solutions and even for my family, we trust the team at HealthEquity. Find out how our consumer-driven accounts can save you and your employees money. Signs of industry progress. - HSA funds must be in your account before you can withdraw them to pay for qualified medical expenses. The HSA is YOUR account. We know how important your employees are to you and to the success of your business so we want to ensure a smooth and successful implementation process. View Shonna Walker’s profile on LinkedIn, the world's largest professional community. If you currently have. 2019 Health Savings Account Landscape. About HSA Search TM. Health Savings Account. A health savings account (HSA) can help you build up a cash cushion to pay. Welcome to CONNECTYOURCARE. Please reference American Fidelity’s list of Health Savings Account (HSA) eligible expenses to ensure your expense is eligible under your employer’s plan. Easy to use self-service tools. The tax-free money you set aside can be used at doctors, hospitals and pharmacies, or for dental and vision expenses. HSA Integration with HealthEquity How does a Health Savings Account work? A health savings account (HSA) is a special savings account designed exclusively to pay for or reimburse current or future qualified medical expenses. Your money, health and life are intimately connected. Actived: Thursday Aug 16, 2018 (1 months ago). healthequity hsa account; my health equity hsa login; healthequity hsa guidebook; healthequity hsa health savings account; healthequity hsa account balance; healthy snacks to munch on; health partners dental arden hills; healthy meals express; health net quality improvement; healthy chicken recipes in oven; health insurance marketplace idaho. , you can leverage your HSA to maximize savings, both now and in the future. Glassdoor is your resource for information about the Health Savings Account (HSA) benefits at HealthEquity Inc. HealthEquity, Inc. Paige has 5 jobs listed on their profile. 00 may apply. However, an HSA has big tax benefits. However, if you would like to transfer your existing HSA balances from Chase or BenefitWallet, you need to return a transfer form to HealthEquity by December 17, 2015 or January 29, 2016,. We're one of the few carriers in Michigan offering this service at no cost to employers or members. You must leave at least $25. 's HQY third-quarter fiscal 2019 results are scheduled to release on Dec 4, after market close. Using the HealthEquity member portal, you can check your balance, review transactions, view insurance claims, invest in mutual funds, pay providers and submit for reimbursement. Any after-tax contributions that you make to your HSA are also tax-deductible on your tax filing at the end of the year. There may soon be three more letters in your employer’s alphabet soup of benefit plans. ' Enter the last four digits of your social security number and the last four digits of your debit card number. Integrated health savings account products. HealthEquity Visa® Health Account Card. Take a look into 5 Team reviews by 9 employees at HealthEquity. Convenience and savings for HSA-approved products. Here are five more reasons (if you have an HSA-qualified, high-deductible health plan):. Your interest rate and corresponding APY can also be found on your monthly statement. In depth view into HQY (HealthEquity) stock including the latest price, news, dividend history, earnings information and financials. Managing your HSA through HealthEquity. A type of savings account that lets you set aside money on a pre-tax basis to pay for qualified medical expenses. If you choose to. By selecting an HSA-qualified plan, you are eligible to contribute tax-free money into a health savings account (HSA). They offer education and insight. Health Savings Account (HSA) Yes. Money you take out to pay for eligible health care expenses is never taxed. HealthEquity HSA. An HSA can be funded by pre-tax payroll contributions from you, your employer, or both (subject to annual limits established by the IRS). Enter your personal information (first name, last name, zip code and birth date) and click 'Next. Health savings account (HSA) Health reimbursement arrangements (HRA) Flexible spending account (FSA) Dependent care reimbursement accounts (DCRA) Qualified medical expenses (QME) Webinars; Videos; Members. Please indicate the account type that the monies will be coming from. Eligibility To be eligible to open a health savings account (HSA), you must meet three criteria: 1) You must be covered by a qualified. As an HDHP enrollee, you may be eligible for a Health Savings Account (HSA). 46percheck) •Family‐$2,000peryear($76. Health Savings Account Summary Plan Document In order to view your spouse and/or over age 18 children's claims details on the HealthEquity website and mobile app, you are required by HealthEquity to complete a HIPAA form. The HealthEquity member portal provides a user-friendly interface for easy, self-service account management. A type of savings account that lets you set aside money on a pre-tax basis to pay for qualified medical expenses. healthequity. DA: 35 PA: 46 MOZ Rank: 62 2019 HSA contribution limits - blog. From the home page click on Transaction History under Quick Links. You may view the. Pay for eligible medical, dental, and vision expenses for you and your family using your HSA debit card (provided sufficient funds are in your account). In these cases, the. A health savings account (HSA) can be a great way to save for healthcare expenses in retirement. 5800 to determine the exact fee. To be eligible to contribute an HSA, you must not: •! Be covered by a Healthcare Flexible Spending Account (FSA) or Health Reimbursement Account (HRA), unless the balance is $0 at the time your HSA is opened. Additionally, you save money on taxes and are given more flexibility and control over your health care dollars. 00 may apply. Manage the tactical and ongoing day-to-day management of HealthEquity’s Health Plan and Commercial employer partnerships (Partner) dedicated to the delivery of consumer driven solutions working closely with the Partner’s staff member(s) responsible for the delivery of their CDH program. Consult your health insurance provider or tax advisor. Health Savings Accounts are an excellent way to lower health insurance costs and save for your future. Please deduct $_____ from my each of my paychecks and apply the funds to my HealthEquity HSA. You will receive a debit card for eligible expenses and you can also submit receipts for reimbursement. ’s (HQY - Free Report) second-quarter fiscal 2019 results are expected to release on September 4. 1 billion by April 30, an. This pre-tax benefit account, in conjunction with your qualified high-deductible health plan, is used to pay for eligible out-of-pocket medical, vision, and dental expenses. When you elect to participate in the HSA via MyWorkday, HealthEquity will create your account and supply you with a debit card to. Also, most states recognize HSA funds as tax-free with very few exceptions. Overview A Health Savings Account (HSA) is an individually-owned, tax-advantaged savings account. 2 Investments are subject to risk, including the possible loss of the principal invested, and are not FDIC or NCUA insured, or guaranteed by HealthEquity, Inc. Login Welcome to the Help Center! The HealthEquity Help Center is your source for helpful guides, answers to your questions, and access to our helpful Member Services Team. Effective June 26, 2018, HSA custodianship will be held by HealthEquity. Today's presentation will introduce you to HealthEquity and health savings accounts (HSAs). com Get Deal If you would like to close your health savings account HSA please note Once you receive your remaining balance you have 60 days to contribute your funds into. Customized. Our Plan Comparison Tool helps you compare details from an HSA qualified health plan and other plans offered so you can see the benefits and find the best option for you. You can avoid this charge by either ensuring you have at least $2,500 in your HSA or spending all of your HSA funds before December 31. We give you control and flexibility to manage the money in your tax advantaged accounts. Please consult a tax advisor regarding your state’s specific rules. HSA Integration with HealthEquity How does a Health Savings Account work? A health savings account (HSA) is a special savings account designed exclusively to pay for or reimburse current or future qualified medical expenses. Health Savings Account Tax Forms Employees who had an HSA in 2017 will be receiving HSA Statements—a 1099-SA and a 5498-SA from Bank of America (for the time period 1/1/17-10/31/17) AND from HealthEquity (for the time period 11/1/17-12/31/17) for the 2017 tax year. This designation allows HealthEquity to be the custodian of health savings accounts regardless of which financial institution the funds are deposited with. Overview of Medical Options and Cash Accounts – Pre-Medicare Retirees 7 To Medical Program Overview Table of Contents To Defined Terms How You May Use the Account Use your HSA to help pay your share of eligible health care expenses (medical, prescription drug, dental, vision and hearing), including deductibles and your. What Is an HSA?. To determine your eligibility, please answer the following questions based on your HDHP enrollment date and. To take advantage of the tax savings offered by an HSA, you must be enrolled in a qualified high-deductible health plan, like Blue HSA Gold or Blue HSA Bronze. This tutorial demonstrates the first-time member portal login for HealthEquity members. Your HealthEquity HSA will be initially set up as a cash account and may be maintained as such, but if you are interested in investing, you may elect from a variety of Vanguard mutual funds with low expense ratios.