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 account and send the funds to the new financial institution. If you have any questions please call 1-877-367-4HSA.[ top ] • How is the account accessed? A Visa® debit card(s) is issued to the account holder as soon as the account is set up. Account holders can also sign up for OnLine Access, our Internet banking solution, to have access to their account or make transfers between other accounts held at our bank; Bill Pay is also available with this service.* Check access** is also an option on this account; account holders may call 1-877-367-4HSA to order customized checks. ** *Please refer to the OnLine Access information on our web page for fee information. Transfers between the HSA and other accounts are not permitted at this time. **Fees may apply. [ top ] • If I
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 First Commercial Bank? What do they need to do to get started?
- How would my employee transfer their HSA to another financial institution?
