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Get Health Savings Account (hsa) Transfer Request Form
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How to fill out the Health Savings Account (HSA) Transfer Request Form online
Filling out the Health Savings Account (HSA) Transfer Request Form is a straightforward process that enables users to transfer their funds efficiently. This guide provides clear, step-by-step instructions to assist users in completing the form online.
Follow the steps to complete the HSA Transfer Request Form online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin with providing your account information. Fill in the employer name without abbreviations, your full name including first, middle initial, and last name, your social security number, day telephone number, and physical address, including city, state, and zip code.
- Proceed to the current HSA/IRA trustee or custodian information. Enter the name of your current trustee or custodian, your current HSA/IRA account number, their physical address, telephone number, city, state, and zip code.
- If applicable, complete the former spouse information with the full name of the former spouse, physical address, city, state, social security number, birth date, zip code, and day telephone number.
- Fill out the transfer instructions. Specify whether you want to transfer all or part of the HSA or IRA. If it is a partial transfer, state the amount. Indicate whether this transfer will close the HSA/IRA and make sure to add in the beneficiary's name for check purposes.
- In the asset liquidation instructions, if you want your current trustee to liquidate all assets immediately, state that clearly. If you have other specific instructions, detail the assets, quantities, and whether they should be liquidated immediately or at maturity.
- Review your transfer signature section. By signing, you acknowledge the tax implications of your transfer. Date the form and ensure your signature or your former spouse's signature, if applicable, is in place.
- Complete the accepting HSA custodian section by having the authorized representative from HealthcareBank sign, confirming their acceptance of the transfer.
- Once all sections are accurately completed, save your changes. You may choose to download, print, or share the completed form as necessary.
Begin filling out your HSA Transfer Request Form online today for a smooth fund transfer experience.
The transfer of your Health Savings Account (HSA) usually takes between 1 to 4 weeks, depending on your providers' responsiveness. Both the sending and receiving institutions play a role in the duration of the process. Staying in touch with both parties can help expedite any necessary steps in your Health Savings Account (HSA) Transfer Request Form process.
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