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  • Hsa Closure Request Form Mail Or Fax Completed Forms To: Address: Healthequity, Attn: Client

Get Hsa Closure Request Form Mail Or Fax Completed Forms To: Address: Healthequity, Attn: Client

HSA Closure Request Form Mail or fax completed forms to: Address: HealthEquity, Attn: Client Services 15 W Scenic Pointe Dr, Ste 400, Draper, UT 84020 Fax: 520.844.7090 Authorization for Account Closure.

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To authorize HealthEquity to close your health savings account (HSA), complete this form. A closure fee of up to $25.00 may apply. Please contact HealthEquity at 866.346. 5800 to determine the exact fee.

Keep in mind, if you withdraw the remainder of your account when you close your HSA and don't roll over to another HSA or use the dollars for eligible medical expenses, you must report the withdrawals as income on your income tax return and you will owe a 20% additional tax penalty before age 65.

Online Transfer – On HSA Bank's Member Website, you can transfer funds from your HSA to an external bank account, such as a personal checking or savings account. There is a daily transfer limit of $2,500 to safeguard against fraudulent activity.

Account closure process Complete the account closure form by clicking the 'Complete Online' button above or download the form below. We will process your form within 3-4 weeks. We will initiate a blackout period of five business days to allow outstanding transactions to process.

HSA Closure Fee $25.00 To avoid this fee, keep your account open with HSA Bank and continue to use your HSA funds for eligible expenses.

Add an EFT account Complete Online You can add your bank account details in the HealthEquity member portal to make it easier to send and receive money via electronic funds transfer (EFT).

Please note that processing takes 5 to 7 days plus mail delivery time. Additional time is necessary if an investment account needs to be liquidated, in order to close the account completely. *The rollover must be completed within 60 days of receiving the funds.

Excess Contribution Correction $20.00 per request. Account Closure $25.00 (waived through February 28, 2022) Electronic Statement No fee. Paper Statement4 $1.00 per monthly statement.

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Get HSA Closure Request Form Mail Or Fax Completed Forms To: Address: HealthEquity, Attn: Client
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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232