Get Transfer (pdf) - Capitol Bank
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How to fill out the Transfer (PDF) - Capitol Bank online
This guide provides a comprehensive overview of how to accurately complete the Transfer (PDF) - Capitol Bank form. It is designed to simplify the process for users seeking to transfer funds to a Health Savings Account (HSA) or from an Archer Medical Savings Account (MSA), ensuring clarity and confidence in your actions.
Follow the steps to complete the Transfer (PDF) - Capitol Bank form.
- Click the ‘Get Form’ button to access the Transfer (PDF) - Capitol Bank form and open it in your preferred digital document editor.
- Provide your HSA owner information in the designated fields, including your name, address, social security number, date of birth, daytime phone number, and optionally, your email address.
- Select the type of transfer you wish to execute by checking the appropriate option: 'HSA to HSA' or 'Archer Medical Savings Account (MSA) to an HSA.'
- Fill in the transferor custodian/trustee information. Include the name, address, phone number, and the account number for your HSA or Archer MSA.
- In the transfer instructions section, indicate whether you want to transfer your entire balance or only a portion by selecting the appropriate option and specifying the amount if partial.
- Choose your payment schedule and investment preferences. Decide if you want to liquidate investments immediately, send them in kind, or provide details for a specific liquidation plan.
- Complete the delivery instructions by providing the transferee HSA account number and naming the entity to which the check should be made payable.
- Review the certification section, where you must sign and date the form to confirm the accuracy of the information provided and your understanding of the transfer process.
- Once all sections are completed, save your changes. You may download, print, or share the form as needed.
Complete the necessary document online to ensure a smooth transfer process.
Filling out a bank transfer typically involves entering your banking details and the recipient's information into a form. Make sure to include all required fields such as account numbers and amounts. Verify that the information is correct before submitting the transaction. For a straightforward guide, you can refer to Transfer (PDF) - Capitol Bank to assist you through the process.
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