HSA Transfers

How to transfer your HSA to Benepass from a different custodian

If you have an HSA account with a different custodian, you're able to transfer any balance to your Benepass HSA account! Here's how:

  1. First, make sure you've opened an HSA account with Benepass! To do so, you'll need to fill out and submit our HSA account application. Once that's been submitted, your account will be opened and will appear on your Benepass account in  7-10 business days.
  2. Initiate the transfer by completing and mailing this form to your current custodian.
  3. After you mail the form, your old HSA custodian will follow the instructions on the mailed form and send a check directly to our bank.
  4. This check will then be processed and deposited into your HSA account.

Note: The entire process can take up to 8 weeks.

 

Questions? We are happy to help! Please reach out to Benepass Support for any assistance.

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