Get Alerusrb Com

Completing the Alerusrb Com form is essential for transferring funds to your health savings account. This guide will provide you with clear instructions to successfully fill out the form, ensuring a smooth and efficient process.

Follow the steps to accurately complete the transfer request form.

1. Press the ‘Get Form’ button to obtain the form and open it in the designated editor.
2. Begin by filling in the employer information if applicable. Enter the previous employer's name accurately in the designated field.
3. Provide your account holder information. Fill in your last name, first name, middle initial, address, city, state, ZIP code, social security number, date of birth, employer, telephone number, and email address.
4. Indicate your preference for rollover or transfer. Specify whether the check should be made payable to you as the HSA accountholder or to the new receiving administrator/trustee/custodian. Choose if you would like to liquidate your entire account balance or a specific amount.
5. Decide if the transfer will close your HSA account or if it will remain active after the transaction.
6. Review the IRS guidelines provided regarding rollovers and transfers. Make sure you understand the limitations and conditions related to your requests.
7. Sign the form to certify that you are the HSA accountholder, or that you are authorized to complete this transaction. Ensure to include the date of the signature.
8. Submit the completed form directly to your current trustee/custodian for processing.

Take the next step towards managing your health savings account by filling out the necessary documents online.