How to designate beneficiaries at Further
Covers 2 hsa accounts — beneficiaries can be managed online
Brand change
HealthEquity, Inc. completed its acquisition of Further on November 1, 2021. Further-branded HSAs continue to be serviced under the Further name at hellofurther.com. Effective November 2021.
The procedures below reflect Further's accounts. Account servicing may transfer as the change takes effect.
Member Services
Further, P.O. Box 64193, St. Paul, MN 55164-0193
Member Services
Further, P.O. Box 64193, St. Paul, MN 55164-0193
Member Services
Further, P.O. Box 64193, St. Paul, MN 55164-0193
The key with your Further health savings accounts is making sure a transfer mechanism is in place—a current beneficiary designation and, where supported, trust titling. Either keeps the health savings accounts out of probate and moving directly to the people you choose.
Further has 2 health savings accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
Sources
Data sourced from Further primary sources (5 pages reviewed). How we research.
Download these Further instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Further primary sources. Bring it to the branch or keep it beside the phone.
Member Services
Further, P.O. Box 64193, St. Paul, MN 55164-0193
Member Services
Further, P.O. Box 64193, St. Paul, MN 55164-0193
Member Services
Further, P.O. Box 64193, St. Paul, MN 55164-0193
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