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Start a New HSA

Getting Started: Your HealthEquity HSA Checklist - 2021


CDPHP is proud to work with HealthEquity, one of the nation’s top HSA administrators, to offer you the option of adding a health savings account to your offerings. CDPHP and HealthEquity deliver a fully integrated approach to consumer-driven health care that combines industry-leading health savings accounts (HSAs) with your health plan design. It’s a solution with easy enrollment, less paperwork, and hassle-free claims. What’s more, HealthEquity participants have the chance to earn even more Life Points®!

Getting Started

Choose a High Deductible Health Plan

An HSA must be paired with a qualified high deductible plan.

Set Up Your HSA with HealthEquity

Complete the HSA Services Administration Agreement, including the Business Associate Contract.

Sign Up for Healthy Direction HSA

Complete the Enrollment Roster

Sign and Submit Documentation

Completed paperwork should be submitted by the 15th of the month prior to the plan’s effective date.

  • Employers: Provide a copy to your sales representative

  • Brokers: Upload single PDF file to iConnect or provide a signed copy to your sales representative.

What Happens Next?

Within two to three days of receipt of the HSA Services Agreement and enrollment of at least one member, you’ll receive a welcome email from the HealthEquity that will include a link to videos and documents that will be helpful with using the portal. For full details, view our Getting Started with a HealthEquity HSA document.

Special bonus! HealthEquity members have the ability to earn even more Life Points®!