Get Authorization For Account Closure

Completing the Authorization For Account Closure form is a necessary step for users wishing to terminate their health savings account. This guide will provide you with clear instructions to ensure you fill out the form correctly and efficiently.

Follow the steps to smoothly complete your account closure request.

1. Press the ‘Get Form’ button to access the form and open it in your chosen editing tool.
2. Begin by providing primary account holder information. Fill in your last name, first name, and middle initial (if applicable). Include your street address, city, state, ZIP code, email address (required), and daytime phone number.
3. Enter the last four digits of your Social Security Number or your HealthEquity ID number (which can be six or seven digits long).
4. Indicate the reason for account closure. Be sure to select an appropriate option based on your circumstances. If the closure is due to the account holder's death, attach a copy of the death certificate.
5. Select the closure method. You can choose to receive the remaining balance via check mailed to the address on file or request an electronic funds transfer to your bank account (keep in mind EFT is not available for closures due to death).
6. If opting for an EFT transfer, provide the financial institution's name, routing number, and account number. Remember to include a voided check or an actual check with the submission.
7. If you are transferring to another HSA custodian, specify the institution's name, street address, city, state, ZIP code, and account number. Indicate whether this is a full transfer or a partial transfer.
8. Complete the authorization section by printing your name, signing, and dating the form to confirm your request for account closure.
9. Review all entries for accuracy before submitting the form. Once completed, you can save your changes, download, print, or share the form as necessary.

Complete your Authorization For Account Closure online today to ensure a smooth account termination process.