Estate planning and settlement at Further
Name beneficiaries online and report a death at 1-800-859-2144
Further is now part of HealthEquityAcquired, effective November 2021
HealthEquity, Inc. completed its acquisition of Further on November 1, 2021. Accounts are migrating to the HealthEquity platform in cohorts rather than all at once: for the FurtherDirect cohort, August 21, 2026 was the last day for Further transactions, claims, and debit-card use, a Further-portal blackout began August 22, 2026, and the transition completed September 1, 2026. Members already moved use the HealthEquity portal and HealthEquity Member Services; members not yet moved still use hellofurther.com and 800-859-2144.
Further is an HSA provider whose health savings accounts pass by beneficiary designation, not by will. Whether the balance keeps its tax advantages depends on who inherits it—a surviving spouse can treat it as their own HSA, while other beneficiaries receive taxable proceeds—so the designation on file matters a great deal.
At Further, beneficiary designations are managed online, by phone, and by mail.
There are two sides to estate planning at Further: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to manage beneficiaries online, and review 2 account types at Further.
Preparing your estate →Death claim process
Report the death to Further's Member Services at 1-800-859-2144. The page lists the steps and the documents to send.
When someone dies →
Sources
- healthequity.com
- selectaccount-prod2.mindtouch.us
- learn.hellofurther.com
- hellofurther.com
- ir.healthequity.com
Data sourced from Further primary sources (13 pages reviewed). How we research.
Further customer support
Member Services
Phone
Group Services (employers and partners)
HealthEquity Member Transition Services
HealthEquity HSA Member Services
Document fax
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Further accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
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Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
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Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
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