Winning with an HSA

Health Savings Account (HSA)

Winning with an HSA – An introduction to HSAs.
HSA Getting Started – Getting started with your HSA.
HSA Getting Started – (Español)
HSA Member Guide – A comprehensive overview of HSAs and HealthEquity.
HSA Member Guide – (Español)
The Complete HSA Guidebook – Everything you need to know about HSAs.
Invest your HSA dollars – An overview of available investment funds and instruction to get you started.
Your HSA Transfer – An overview of the HSA transfer process.
HSA FAQs – Frequently asked questions about HSAs.
HSA FAQs –(Español)
Member welcome materials – A sample of the welcome materials you will receive.
HSA Dollars Rollover – Learn more about building savings with an HSA.
HSA Dollars Rollover – (Español)
HSA member fees – HSA member fee schedule.
HSA Interest Rate Schedule – A snapshot of current HSA interest rates.

Post Deductible Health Reimbursement Account (PDHRA)

PDHRA Eligibility Overview & Requirements – A comprehensive overview of the PDHRA option.
PDHRA Eligibility Overview & Requirements – (Español)
PDHRA Claims Process – An explanation of the PDHRA claims process.
PDHRA Claims Process – (Español)
PDHRA FAQs – Frequently asked questions regarding PDHRAs.
PDHRA FAQs – (Español)
Member welcome materials – A sample of the welcome materials you will receive.

Stand Alone Health Reimbursement Account (SAHRA)

SAHRA Eligibility Overview & Requirements – A comprehensive overview of the SAHRA option.
SAHRA Eligibility Overview & Requirements – (Español)
SAHRA Claims Process – An explanation of the SAHRA claims process.
SAHRA Claims Process – (Español)
SAHRA FAQs – Frequently asked questions regarding SAHRAs.
SAHRA FAQs – (Español)
SAHRA Welcome Kit – Welcome materials for SAHRA members.

General Documents

Qualified Medical Expenses – An overview of qualified medical expenses.
Qualified Medical Expenses – (Español)
About HealthEquity – How HealthEquity can empower you to win with health care.
About HealthEquity – (Español)

Mobile App
HSA Contribution Calculator
Future Balance Calculator

HealthEquity Member Services
Member Services is available every hour of every day by calling 1.866.212.4729.

Get more information about Blue Shield benefit plans for UC employees at www.blueshieldca.com/uc (select "go" in the health savings plan section)

As of the date of this writing, for California, Alabama and New Jersey residents, HSA contributions are excludable from federal income tax only. For more information, please consult your tax advisor.