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This form is used to request a trustee-to-trustee transfer of funds from one Health Savings Account to another.
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How to fill out health savings account trustee-to-trustee
How to fill out Health Savings Account Trustee-to-Trustee Transfer Request
01
Obtain the Health Savings Account Trustee-to-Trustee Transfer Request form from your HSA provider.
02
Fill in your personal information, including your name, address, and Social Security number.
03
Provide the details of your current HSA provider, including the name and account number.
04
Enter the information for the new HSA provider where you want the funds to be transferred.
05
Specify the amount of money you wish to transfer or select the option for a full transfer.
06
Sign and date the form to authorize the transfer.
07
Submit the completed form to your current HSA provider.
Who needs Health Savings Account Trustee-to-Trustee Transfer Request?
01
Individuals who wish to transfer their HSA funds from one trustee to another.
02
Those changing HSA providers for better interest rates or investment options.
03
Participants in employer-sponsored HSAs looking to move funds to a personal account.
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People Also Ask about
How much is a trustee-to-trustee transfer fee?
Trustee-to-trustee transfers aren't limited in frequency but HSA providers usually charge a fee to the tune of $20 to $30. It's not worth it if your HSA provider charges a fee for trustee-to-trustee transfers. Just do the rollover on your own.
Is there a limit on HSA trustee-to-trustee transfers?
There is no limit to the number of transfers you can make in a year. Initiating a partial transfer will keep your HealthEquity HSA open.
What is a trustee-to-trustee transfer?
A direct transfer is also called a trustee-to-trustee transfer since the individual does not receive the money, but instead, the two financial institutions facilitate the transfer on behalf of the employee.
How long does a trustee-to-trustee transfer take?
Trustee Transfers Timeline This method of transferring funds can take 4-6 weeks, sometimes up to 8 weeks. Signed trustee transfer forms are typically sent to providers electronically. However, some providers require forms to be mailed by USPS. This can add time to a transfer.
Can an HSA account be transferred?
Once you've had an HSA-eligible health plan and opened an HSA, the money in it is yours to keep and do with as you please (within plan and IRS rules), including transferring it to a new HSA at a different provider through what's called an HSA rollover.
Can you transfer HSA from trustee-to-trustee?
Your new HSA provider works with your current HSA provider to transfer the money from your current account(s) to your new account. This is considered a trustee-to-trustee transfer. You never have to touch the money, but because the transfer is made in cash, you must sell any securities before the transfer.
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What is Health Savings Account Trustee-to-Trustee Transfer Request?
A Health Savings Account Trustee-to-Trustee Transfer Request is a form used to transfer funds directly from one HSA trustee or custodian to another without the account holder taking possession of the funds.
Who is required to file Health Savings Account Trustee-to-Trustee Transfer Request?
Account holders who wish to transfer their Health Savings Account funds from one trustee or custodian to another are required to file this request.
How to fill out Health Savings Account Trustee-to-Trustee Transfer Request?
To fill out the request, provide your personal information, including HSA account details with the current trustee and the new trustee. Include the requested transfer amount and any additional information required by the trustees.
What is the purpose of Health Savings Account Trustee-to-Trustee Transfer Request?
The purpose is to facilitate a direct transfer of HSA funds between financial institutions while eliminating potential tax consequences associated with withdrawing the funds personally.
What information must be reported on Health Savings Account Trustee-to-Trustee Transfer Request?
The request must include account holder's personal information, current HSA account details, new HSA trustee information, and the amount to be transferred.
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