Get the free HSA Rollover/Transfer Request Form - HealthEquity
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Rollover/Transfer Request Form Mail or fax completed forms to: Address: HealthEquity, Attn: Client Services 15 W Scenic Point Dr, Ste 400, Draper, UT 84020 Fax: 520.844.7090 Use the rollover/transfer
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What is hsa rollovertransfer request form?
The HSA Rollover/Transfer Request Form is a document used to transfer funds from one Health Savings Account (HSA) to another.
Who is required to file hsa rollovertransfer request form?
Any individual who wants to transfer funds from one HSA to another is required to file the HSA Rollover/Transfer Request Form.
How to fill out hsa rollovertransfer request form?
To fill out the HSA Rollover/Transfer Request Form, provide the required information such as account details, contact information, and the amount you want to transfer. Sign the form and submit it to the HSA administrator.
What is the purpose of hsa rollovertransfer request form?
The purpose of the HSA Rollover/Transfer Request Form is to facilitate the transfer of funds between Health Savings Accounts.
What information must be reported on hsa rollovertransfer request form?
The HSA Rollover/Transfer Request Form typically requires information such as the account holder's name, account numbers for both the sending and receiving HSAs, and the amount to be transferred.
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