Get Account Closing Form - Avidia Health

Closing your Health Savings Account (HSA) with Avidia Bank is a straightforward process when you complete the Account Closing Form. This guide will provide you with step-by-step instructions to ensure that your form is filled out accurately and efficiently.

Follow the steps to complete your Account Closing Form online.

1. Press the ‘Get Form’ button to obtain the form and open it in your editor.
2. Begin filling out the Accountholder’s Information section. Provide your first name, middle initial, and last name in the corresponding fields.
3. Enter your street address, apartment number (if applicable), city, state, and zip code in the designated fields to clearly identify your location.
4. Input your Avidia Bank account number or your Social Security number in the appropriate box to ensure your account identifies correctly for closing.
5. Choose a reason for closing your account by checking the relevant box, such as account fees, changes to your health plan, or customer service issues. This information helps Avidia Bank understand the reasons behind your decision.
6. If you are transferring your account to another financial institution, make sure to fill out the Transfer form provided by that institution and include it with your closing form.
7. Review the certification statement regarding your entitlement to the account funds and the accuracy of the information you have provided. Make sure to sign and date the form in the designated fields.
8. Once you have filled out all fields, save your changes. You may choose to download or print the completed form for your records. After that, email your form to HSADeposits@avidiabank.com or mail it to PO Box 370, Hudson, MA 01749.

Complete your Account Closing Form online today.