Rockwell Automation | Key Dates

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

Health Savings Account (HSA)
DATE	WHAT’S HAPPENING
BeginningOctober 26, 2026	For any inquiries regarding your Fidelity HSA^®, please call Fidelity^® at 877-765-4015 or log in to netbenefits.com.
October 24–November 15, 2026	Visit digital.alight.com/rockwellautomation during Annual Enrollment: Enroll in an HSA-eligible health plan. Make changes to your HSA contribution election. Choose whether to participate in the group transfer to have your Health Equity HSA moved to Fidelity. Important: You must have an HSA in order to contribute and receive the Rockwell Automation employer contribution.
October 24–January 8, 2027	Elect to participate in an optional one-time group transfer of your HSA balance at Health Equity to Fidelity. Elections will be made on digital.alight.com/rockwellautomation. If you do not elect to participate in the group transfer, and your balance is less than $2,500: Health Equity will deduct an administrative fee of $3.95 per month from your account. Health Equity will charge a $25 fee for an individual transfer at a later date, and the process can take 6 to 8 weeks to complete.
Early December 2026	You will begin receiving communications from Fidelity outlining acccount setup. Your account will need to be activated on netbenefits.com to 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 2026	Your new debit card is expected to ship to your home address on file (if your HSA is open). If you also elect a Flexible Spending Account (FSA), you will use the same debit card. To activate your debit card, go to Fidelity.com/benefitscard and select "Manage cards".
January 2027	Your contributions will be deposited into your Fidelity HSA, beginning with your first paycheck received in January 2027.
No later than January 26, 2027, by 4 p.m. Eastern Time	If you select the group transfer, you must liquidate any HSA investments and turn off any automatic investing at Health Equity at my.healthequity.com or 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.
February 2, 2027	The group transfer blackout period begins. If you consented to have your Health Equity balance moved as part of the group transfer, you will no longer have access to your Health Equity HSA. Be sure to consider any transactions you may want to make with your Health Equity account before February 2, 2027. 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 during the week of February 7, 2027. Important: Please do not use your Health Equity HSA debit card during the blackout period as the charge will be declined.
During the week ofFebruary 14, 2027	The group transfer blackout period is expected to be complete, and your Health Equity 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 March 2027	If you do not choose to transfer your Health Equity balance to Fidelity, Health Equity will deduct an administrativefee of $3.95 per month from your account for accounts with a balance less than $2,500.