How can my employee transfer their existing HSA or Archer Medical Savings Account (MSA) with another financial institution to Bank of North Georgia? What do they need to do to get started?
They should fill out the “Request for Transfer to a Health Savings Account” located in the Forms section of our website and bring it to one of our banking offices for us to mail to your existing financial institution. If they need any help, our customer service center will be happy to help. The number is 1-877-367-4HSA.[ top ] • How would my employee reimburse themself for qualified medical expenses if they pay a medical bill out of their regular account? They would simply write a check* from their HSA account to reimburse themselves for the expense. They should keep a record of their expenses to prove that the distribution was made for qualified medical expenses. *Fees may apply.[ top ] • How would my employee transfer their HSA to another financial institution? The account holder should go to the new financial institution and complete a “Request for Transfer to a Health Savings Account” form. That institution will mail the completed form to us and once received, we will close the acc
Related Questions
- How can my employee transfer their existing HSA or Archer Medical Savings Account (MSA) with another financial institution to First National Bank of Jasper? What do they need to do to get started?
- How can my employee transfer their existing HSA or Archer Medical Savings Account (MSA) with another financial institution to Bank of North Georgia? What do they need to do to get started?
- How can my employee transfer their existing HSA or Archer Medical Savings Account (MSA) with another financial institution to First Commercial Bank? What do they need to do to get started?
