Follow the steps to complete your transfer instructions online.

1. Click ‘Get Form’ button to access the form and open it in the online editor.
2. In the first section, fill in the details of your current HSA, MSA, or IRA fiduciary. This includes the name of the fiduciary, account number, and mailing address.
3. Indicate the type of transfer you are requesting by checking the appropriate box: HSA to HSA, Archer MSA to HSA, or Traditional IRA to HSA.
4. Next, provide your identifying information, including your name, Social Security Number, HSA suffix, credit union mailing address, and phone number. This information helps ensure the transfer is processed correctly.
5. Specify the amount you wish to transfer by entering the dollar amount, or mark 'the entire amount in my account' if you wish to close the account. Also, select the timing for the transfer, choosing either a specific date, immediately, or at maturity of the investment.
6. Obtain the credit union representative's signature in the designated area. This signature confirms their agreement to act as successor trustee or custodian for the transfer.
7. Finally, the account owner must sign and date the form, authorizing the current fiduciary to liquidate the specified portion and send the proceeds to the credit union.
8. Once all information is completed, you can save your changes, download, print, or share the form as needed.

Complete your HSA Direct Transfer Instructions online today for a smooth transfer process.