Consolidating administration of these accounts to Fidelity has several advantages:

Improved employee experience.

  

Robust financial tools.

User-friendly online portal and mobile app that helps manage all accounts, including retirement.

Ability to view both Stanford Contributory Retirement Plan (SCRP) account and HSA balances simultaneously to better prepare for retirement and health care expenses.

 

You can register for a 30-minute interactive Ask Fidelity webinar to learn more about how to elect an account, key actions you'll need to take, and more.

During Stanford's Open Enrollment (Oct. 23 - Nov. 10), you'll have an opportunity to elect an HSA and/or FSA for 2024. Fidelity will be the new service provider for these accounts starting Jan. 1, 2024, which discontinues Stanford's relationship with TASC and Health Equity®

To support you through the transition to Fidelity, there are key actions you'll need to take and deadlines before Open Enrollment and afterwards if you wish to transfer your current HSA to Fidelity or to process your remaining Health Care FSA claims.

See what actions you may need to take.

Some features of the Stanford HSA will be unavailable at different dates leading up to the transition. Review the key dates.

Review answers to some frequently asked questions about the move to Fidelity.

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