For Individuals | Transfer your HSA

Transfer your HSA.
Double your interest.

Move at least $250 HSA dollars to HealthEquity and we’ll double your interest rate for 12 months (up to $25 total).

Put all your HSA
funds in one place

	At-a-glance spending and tracking
	Reduced fees
	Simple account management

HSA transfers are
easy as 1-2-3

1

Download the HSA transfer form

It’s only one page long and takes two minutes to complete.

Download now

2

Fill it out and send it back

Email is probably easiest. But feel free to snail mail or fax it.

3

Not a member? We’ll create a new account for you

Take advantage of the remarkable experience we’re known for:

Zero administration fees
24/7 member services
Award-winning mobile app¹
Easy account management
Smart alerts and notifications

Make the smart move right now

After the HSA transfer is complete, you’ll start earning double interest on your full HSA balance right away.

Looking to rollover? HSA rollovers are more complicated than transfers. You’ll need to ask your HSA administrator to close your account, then they’ll send you the remaining balance. From that point, you have 60 days, per IRS rules, to send the money to HealthEquity.

Download transfer form Download rollover form

Need help?

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