HealthSavings offers white-glove,
no-hassle transfers, making it easy to move your HSA funds.
Here’s how to initiate the transfer:
HealthSavings offers white-glove,
no-hassle transfers, making it easy to move your HSA funds.
Here’s how to initiate the transfer:
Enroll in a HealthSavings HSA, if you haven’t already done so.
Once you’ve enrolled, we’ll email you a Transfer form. On the form, follow the instructions for 1) Direct Transfers.
Submit the form via the instructions provided.
We’ll take it from here!
We’ll work with your financial institution to have your funds transferred to us.
Here’s what to expect:
After submitting the form to HealthSavings, please allow 4–6 weeks for your transfer request to be completed. While we get the ball rolling right away, it may take several weeks for your original financial institution to release the funds and/or to settle any outstanding debits.
When we receive your transferred funds, the money will be allocated according to your investment elections in your new HealthSavings account. If you have not set up your elections, the money will remain in your cash account until you decide to transfer funds to your investments.
What’s a Transfer?
What’s a Rollover?