Horizon Documents
| File Name | Description |
|---|---|
| HealthEquity HSA Custodial Agreement - Horizon (M06313).pdf | HealthEquity HSA Custodial Agreement terms for opening and maintaining a Horizon HSA. Effective on or around Nov. 01, 2021. |
| HealthEquity HSA Custodial Agreement Federally Insured Cash Supplement - Horizon (M06303).pdf | HealthEquity 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 - Horizon (M06304).pdf | HealthEquity HSA Custodial Agreement Cash Supplement for PacLife group annuity contract products. Effective on or around Nov. 01, 2021. |
| Horizon Cardholder Agreement.pdf | For groups who offer a debit card, this Cardholder Agreement outlines the terms and conditions for the Horizon Visa Debit Card. |
| Terms and Conditions - Investment Accounts.pdf | Investment Account Terms and Conditions for those who have this account option |
HealthEquity's Non-bank trustee Notice of approval NBT Trustee Letter