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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→Further→Preparing your estate

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.

Further

Subsidiary of HealthEquity, Inc.

hellofurther.com→
Further logo

Member Services

Phone1-800-859-2144
EmailCustomerSolutions@HelloFurther.com
Mailing Address

Further, P.O. Box 64193, St. Paul, MN 55164-0193

Group Services (employers/partners)
1-888-460-4013
Document Fax
1-866-231-0214
WebsiteLearn more→

Member Services

Phone1-800-859-2144
EmailCustomerSolutions@HelloFurther.com
Mailing Address

Further, P.O. Box 64193, St. Paul, MN 55164-0193

Group Services (employers/partners)
1-888-460-4013
Document Fax
1-866-231-0214
WebsiteLearn more→

Member Services

Phone1-800-859-2144
Emailfurther.documents@hellofurther.com
Fax1-866-231-0214
Mailing Address

Further, P.O. Box 64193, St. Paul, MN 55164-0193

WebsiteNotify online→
Verified Jul 2026

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.

SimplyTrustSimplyTrust Editorial·Updated July 11, 2026

Sources

  • learn.hellofurther.com
  • healthequity.com
  • ir.healthequity.com

Data sourced from Further primary sources (5 pages reviewed). How we research.

Download these Further instructions

Download instructions for the whole estate→

A 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.

Further

Subsidiary of HealthEquity, Inc.

hellofurther.com→
Further logo

Member Services

Phone1-800-859-2144
EmailCustomerSolutions@HelloFurther.com
Mailing Address

Further, P.O. Box 64193, St. Paul, MN 55164-0193

Group Services (employers/partners)
1-888-460-4013
Document Fax
1-866-231-0214
WebsiteLearn more→

Member Services

Phone1-800-859-2144
EmailCustomerSolutions@HelloFurther.com
Mailing Address

Further, P.O. Box 64193, St. Paul, MN 55164-0193

Group Services (employers/partners)
1-888-460-4013
Document Fax
1-866-231-0214
WebsiteLearn more→

Member Services

Phone1-800-859-2144
Emailfurther.documents@hellofurther.com
Fax1-866-231-0214
Mailing Address

Further, P.O. Box 64193, St. Paul, MN 55164-0193

WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your Further accounts and other assets with trusts, beneficiary designations, and estate planning documents.

When you're ready, we're here.

A revocable living trust skips probate, stays private, and takes 15 minutes.

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Estate planning articles

Learn how to protect your Further accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Reimbursable Trustee Expenses: A Clear Overview

Reimbursable Trustee Expenses: A Clear Overview

Which trustee expenses does a trust reimburse?
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Refundable Executor Expenses: What Estates Cover

Refundable Executor Expenses: What Estates Cover

Learn which out-of-pocket costs executors recover from estates.
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on trusts: any estate plan at all is a good thing. We agree about that. There's one thing we don't agree with him about on trusts, though.
Trusts
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Jean Chatzky on Estate Planning: It’s a Gift

Jean Chatzky on Estate Planning: It’s a Gift

On estate planning, Jean Chatzky's most important reframe may be the simplest one. She says estate planning isn’t about your passing, it’s about your love for family.
Estate Planning
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Robert Kiyosaki on Trusts: A Structural Necessity

Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026
Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026

Is this your situation?

Get a complete guide for your specific circumstances.

New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

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Marriage

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

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New Home

New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

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Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

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