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P.O. Box 6218 Moon, WI 53716HSA TRANSFER FORM Instructions 1. Complete this form and return it to BASIC at hsa@basicneo.com. BASIC will initiate a direct transfer of funds from your current HSA Custodian
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How to fill out hsa transfer form
How to fill out hsa transfer form
01
Obtain a copy of the HSA transfer form from your HSA provider or bank.
02
Fill in your personal information, such as your name, address, and social security number.
03
Provide information about your current HSA, including the account number and the name of the financial institution holding the account.
04
Specify the amount you wish to transfer from your current HSA to the new HSA.
05
Indicate the name of the new HSA provider or bank where you want the funds to be transferred.
06
Sign and date the form to confirm your authorization for the transfer.
07
Submit the completed form to your current HSA provider or bank for processing.
Who needs hsa transfer form?
01
Anyone who wants to transfer funds from their current Health Savings Account (HSA) to a new HSA needs an HSA transfer form.
02
This form is typically required by the financial institutions involved in the transfer process.
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What is hsa transfer form?
The HSA transfer form is a document used to request the transfer of funds from one Health Savings Account (HSA) to another.
Who is required to file hsa transfer form?
Individuals who want to move funds from one HSA to another are required to file the HSA transfer form.
How to fill out hsa transfer form?
To fill out the HSA transfer form, you need to provide personal information, details of the transferring and receiving HSAs, and signature to authorize the transfer.
What is the purpose of hsa transfer form?
The purpose of the HSA transfer form is to facilitate the movement of funds between HSAs without incurring tax consequences.
What information must be reported on hsa transfer form?
The HSA transfer form must include details such as account holder information, HSA account numbers, and the amount to be transferred.
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