Get Alerus Health Savings Account Transfer Request Form 2021-2025

Filling out the Alerus Health Savings Account Transfer Request Form is an essential step in transferring your health savings account. This guide will provide you with clear, step-by-step instructions to ensure a smooth and successful online submission.

Follow the steps to complete the transfer request form accurately.

1. Click ‘Get Form’ button to access the Alerus Health Savings Account Transfer Request Form and open it in your online editor.
2. In the employer information section, if applicable, enter the name of your previous employer along with your new employer's name.
3. Proceed to the account holder information section where you need to fill out your last name, first name, middle initial, and complete address details including city, state, ZIP code, and telephone number.
4. Provide your Social Security number and date of birth in the respective fields to verify your identity.
5. In the rollover/transfer section, specify whether you are requesting account closure. You can choose to liquidate your entire account balance by selecting the appropriate option.
6. Indicate whether this transfer will close your HSA account or not by selecting the relevant checkbox.
7. Designate the name of the trustee and ensure the check will be made payable to the correct entity before providing the address where the check should be sent.
8. Review the signature section. It is crucial to certify that you are the account holder or authorized individual. Include your signature and the date of signing to validate the request.
9. Once you have filled out all the required fields, save your changes, and download or print the completed form for your records.
10. Finally, submit the completed form to your current trustee/custodian for processing to initiate the transfer.

Complete your documents online for a seamless transfer process.