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).Ready to transfer?
Put all your HSA
funds in one place
At-a-glance spending and tracking
Simple account management
HSA transfers areeasy as 1-2-3
Download the HSA transfer form
It’s only one page long and takes two minutes to complete.Download now
Fill it out and send it back
Email is probably easiest. But feel free to snail mail or fax it.
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
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1Accounts must be activated via the HealthEquity website in order to use the mobile app.Return to content