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Further Learning Site

Documents

File NameDescription
Further Cardholder Agreement.pdfFor groups who offer a debit card, this Cardholder Agreement outlines the terms and conditions for the Further Visa Debit Card.
HealthEquity HSA Custodial Agreement - Further (M06309).pdfHealthEquity HSA Custodial Agreement terms for opening and maintaining a Further HSA. Effective on or around Nov. 01, 2021.
HealthEquity HSA Custodial Agreement Federally Insured Cash Supplement - Further (M06299).pdfHealthEquity HSA Custodial Agreement Supplement for the federally insured product options. This includes the Select HSA option. Effective on or around Nov. 01, 2021.
HealthEquity HSA Custodial Agreement PacLife Cash Supplement - Further (M06300).pdfHealthEquity HSA Custodial Agreement Cash Supplement for PacLife group annuity contract products. Effective on or around Nov. 01, 2021.
Terms and Conditions - Investment Accounts.pdfInvestment Account terms and conditions for those who have this account option.

HealthEquity's Non-bank trustee Notice of approval NBT Trustee Letter 

 

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