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REIMBURSEMENT REQUEST Goya Benefits Company, LLC A member of the Goya family of companies Customer Service: PO Box 1300, Manchester, NH 03105 Phone: 18554833539; Fax: 16032328013; Email: HVDFlex@benstrat.com Health
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How to fill out wex hsa transfer request

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How to fill out wex hsa transfer request

01
Obtain the WEX HSA Transfer Request form from the WEX website or by contacting customer service.
02
Fill out all required fields on the form, including your personal information, current HSA provider details, and the amount you wish to transfer.
03
Attach any necessary supporting documents, such as a recent HSA statement or a letter of authorization from your current HSA provider.
04
Review the completed form for accuracy and sign where indicated.
05
Submit the form and any accompanying documents to WEX via mail or fax as instructed on the form.

Who needs wex hsa transfer request?

01
Individuals who are looking to transfer funds from their existing HSA account to a WEX HSA account.
02
Employers who offer HSA accounts to their employees and need to facilitate transfers for their staff.
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The wex HSA transfer request is a form used to transfer funds from one HSA account to another.
Individuals who want to transfer funds from one HSA account to another are required to file the wex HSA transfer request.
To fill out the wex HSA transfer request, individuals need to provide their personal information, details of both HSA accounts, and the amount to be transferred.
The purpose of the wex HSA transfer request is to facilitate the transfer of funds between HSA accounts in a seamless manner.
The wex HSA transfer request must include personal information, details of both HSA accounts, and the amount to be transferred.
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