Health Savings Account (HSA)

ACTION

DETAILS

Make HSA elections

October 24, 2026 – November 15, 2026

Make your 2027 HSA elections during Annual Enrollment, at digital.alight.com/rockwellautomation. 

Enroll in an HSA-Eligible Health Plan
& consent to the Group Transfer
on the Alight Platform

If you elect to enroll in an HSA-Eligible Health Plan during Annual Enrollment at digital.alight.com/rockwellautomation, you'll receive information from Fidelity about your HSA account setup and activation. If you have an email address on file at Fidelity, an HSA will be opened for you.

Important: Your elections from 2026 will carry over. You must have a Fidelity HSA in order to contribute and receive the Rockwell Automation employer contribution. If you elect an HSA-Eligible Health Plan, you are eligible for an HSA employer contribution even if you choose to not make your own contributions.

If you want to take advantage of the group transfer election window to transfer your Health Equity HSA balance to Fidelity with no fees, you will need to provide consent for Health Equity to move your HSA balance to Fidelity (your HSA balance will remain at Health Equity until it transfers).

• If you elect to participate in the group transfer, you will not be subject to transfer, account closure or monthly administrative fees with Health Equity.
• If you do not consent to the group transfer by January 8, 2027, you can still elect to transfer your Health Equity HSA balance to a Fidelity HSA. You can begin the individual transfer process beginning in January 2027 by filling out an online transfer of assets form at Fidelity.
  
  Please note: Health Equity will charge a $25 fee for an individual transfer, and the process can take 6 to 8 weeks to complete.

Moving funds between HSAs is not typically considered a taxable event and will not be reported to the IRS, though you are encouraged to review the applicable rules for your state and consult with a financial advisor.

Activate your Fidelity HSA

Beginning early December

You will receive communications from Fidelity once your HSA has been opened. Log in to NetBenefits^® at netbenefits.com and activate your Fidelity HSA. This will help ensure that you have access to all features of your Fidelity HSA. If an HSA cannot be automatically opened for you, you will be notified on how to open an account on netbenefits.com.

If you elected to join the group transfer but did not enroll in an HSA-Eligible Health Plan during Annual Enrollment, you will need to open an HSA on Fidelity.com.

Once you receive your debit card, go to Fidelity.com/benefitscard to activate it. 

Note: Your HSA also needs to be activated on netbenefits.com before you can use your debit card.

Choose investments for your HSA

Beginning December 

After you activate your Fidelity HSA, you can set up automatic investing to invest some or all of your future payroll contributions.

If you elect to participate in the group transfer and set up automatic investing before the transfer, your Health Equity HSA balance will be invested based on your investment elections on file with your Fidelity HSA.

You can make or change investment elections virtually any time by logging in to netbenefits.com. From the “Health Savings Account” section on the home page select the “Investing” tab and then select “Set up automatic investing.”

Designate your beneficiaries

Name beneficiaries for your Fidelity HSA.

Any beneficiary designations you made in your Health Equity HSA will not transfer to your Fidelity HSA. After your Fidelity HSA is activated, visitnetbenefits.com. From the “Health Savings Account” section on the home page, select “Summary” then select “Update Beneficiaries.”

Liquidate investments and turn off automatic investing

No later than January 26, 2027

If you select the group transfer, you must liquidate any HSA investments and turn off all automatic investing (directing new contributions to specific investment options rather than the default fund) at Health Equity at my.healthequity.com or by calling 866-346-5800.

If you have ongoing contributions set up outside of payroll, you will also need to turn those off.

Important: If you do not liquidate your investments and turn off automatic investing, your balance will not transfer to Fidelity.