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

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?

We’re here for you 24/7.

Visit our Help Center

Resources

Benefits

Open Enrollment Center

 Explore benefits

Resource

Qualified Medical Expenses

 See the full list

Tool

Plan comparison tool

 Get started