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
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 app
- 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.
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