How to name beneficiaries and fund a trust at HealthEquity
Covers 2 hsa, and 6 deposit accounts — beneficiaries can be managed online
Member Services (HSA)
HealthEquity, PO Box 14374, Lexington, KY 40512
Member Services (HSA)
HealthEquity, PO Box 14374, Lexington, KY 40512
Member Services — HSA account closure due to death
HealthEquity, Attn: Member Services, PO Box 14374, Lexington, KY 40512
The key with your HealthEquity 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.
HealthEquity has 8 health savings accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
Beneficiary designation is not available for deposit accounts at HealthEquity.
Sources
Data sourced from HealthEquity primary sources (15 pages reviewed). How we research.
Download these HealthEquity instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against HealthEquity primary sources. Bring it to the branch or keep it beside the phone.
Member Services (HSA)
HealthEquity, PO Box 14374, Lexington, KY 40512
Member Services (HSA)
HealthEquity, PO Box 14374, Lexington, KY 40512
Member Services — HSA account closure due to death
HealthEquity, Attn: Member Services, PO Box 14374, Lexington, KY 40512
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