OhioHealth HSA | Key Dates

Review the important key dates for the Health Savings Account (HSA) below to be prepared for the transition to Fidelity.


DATE	WHAT’S HAPPENING
Beginning October 16, 2025	For any inquiries regarding your Fidelity HSA^®, please call Fidelity at 800-343-0860 or log in to netbenefits.com.
October 26, 2025 - October 31, 2025	Visit Wokday and complete your Annual Enrollment Benefit Event. Note that you must elect to enroll in the HDHP + HSA medical plan and the separate HSA account to be eligible to contribute to the HSA. You can also elect to participate in a group transfer to have your HealthEquity HSA moved to Fidelity. Important Reminders: You must open an HSA in order to contribute and receive the OhioHealth company match. Your new HSA card will be mailed to the address that you have on file in Workday. Please make sure to update your address if needed.
Late November 2025	After your account is open, you will receive communications from Fidelity Investments^® outlining the steps to activate your Fidelity HSA through netbenefits.com. This will help ensure that you have access to all features of your Fidelity HSA, such as choosing investments, designating beneficiaries and ordering additional debit cards.
Late December 2025	Your new debit card is expected to ship to your home address on file (if you promptly opened your HSA).
January 2026	Your contributions will be deposited into your Fidelity HSA, beginning with your first paycheck received in January 2026.
March 2, 2026 by 4 p.m. ET	If you select the group transfer, you must liquidate any HSA investments and turn off any automatic investing at HealthEquity by calling 866-346-5800 . Important: If you do not liquidate your investments and turn off automatic investing, your balance will not transfer to Fidelity.
March 6, 2026, at 4 p.m. ET	Be sure to consider any transactions you may want to make with your HealthEquity account before March 6, 2026, which is the last day you can use your HealthEquity HSA debit card.
March 9, 2026, at 4 p.m. ET	The group transfer blackout period begins. If you consented to have your HealthEquity balance moved as part of the group transfer, you will no longer have access to your HealthEquity HSA. You can use your debit card from Fidelity to pay for qualified medical expenses with any funds that are already in your Fidelity HSA during the group transfer blackout period. If you do not have enough funds in your Fidelity HSA to cover an expense, you can pay the expense out of pocket, save your receipt and submit for reimbursement after the group transfer blackout period is completed on March 18, 2026. Important: Please do not use your HealthEquity HSA debit card during the blackout period as the charge will be declined.
March 18, 2026	The group transfer blackout period is expected to be complete, and your HealthEquity HSA balance will be available in your Fidelity HSA. A notification will be sent to your email address once the transfer is complete and you have access to your funds. This group transfer will not be considered a taxable event and will not be reported to the IRS, though you are encouraged to review applicable rules for your state and consult with a tax advisor.
Beginning April 2026	If you do not choose to transfer your HealthEquity balance to Fidelity, HealthEquity will deduct an administrative fee of $3.95 per month from your account.