Get the free Get the free HSA -Custodial Transfer Form - Avidia HSA - PDFfiller

HSA Custodial Transfer FormInstructions: Use this form to transfer your current HSA funds. Complete and return this form to us by email at HSA@avidiahealthcaresolutions.com or by mail at NVIDIA Bank,

How to fill out hsa -custodial transfer form

How to fill out hsa -custodial transfer form

1. To fill out an HSA-custodial transfer form, follow these steps:
2. - Obtain the HSA-custodial transfer form from your current HSA custodian or download it from their website.
3. - Fill out your personal information such as name, address, and contact details.
4. - Provide your current HSA account number and the name of your current HSA custodian.
5. - Specify the amount you want to transfer to the new custodian.
6. - Include any additional instructions or requests, if applicable.
7. - Sign and date the form.
8. - Submit the completed form to your new HSA custodian for processing.
9. - Keep a copy of the form for your records.

Who needs hsa -custodial transfer form?

1. Anyone who wants to transfer their HSA account from one custodian to another needs an HSA-custodial transfer form.
2. This form is required by individuals who are switching HSA custodians, consolidating multiple HSAs into one account, or moving their HSA funds to a different financial institution.

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What is hsa -custodial transfer form?

The HSA custodial transfer form is a document used to facilitate the transfer of Health Savings Account (HSA) funds from one custodian or trustee to another, ensuring compliance with IRS regulations.

Who is required to file hsa -custodial transfer form?

Individuals who wish to transfer their HSA funds from one financial institution to another are required to file the HSA custodial transfer form.

How to fill out hsa -custodial transfer form?

To fill out the HSA custodial transfer form, you need to provide your personal information, the account details of both the current custodian and the new custodian, and authorize the transfer by signing the form.

What is the purpose of hsa -custodial transfer form?

The purpose of the HSA custodial transfer form is to initiate and document the transfer of HSA funds between custodians, ensuring the process is compliant with applicable regulations.

What information must be reported on hsa -custodial transfer form?

The HSA custodial transfer form must report information such as the account holder's name, Social Security number, current custodian details, new custodian details, and the amount being transferred.