HSA Transfers

How to transfer your Benepass HSA to a different custodian

If you have an HSA account with Benepass that you'd like to rollover into another account, you'll need to follow these steps:

First, you'll need to secure the HSA rollover form from your new HSA custodian. This form will authorize the transfer of your HSA from Benepass to your new account.

Once you've completed the form, please send to Benepass by reaching out to Benepass Support.

On your behalf, Benepass will initiate the transfer to your new account following the instructions from your new HSA custodian. The entire process can take up to 8 weeks.

 

The bank details where your Benepass HSA is held can be found below:

Blue Ridge Bank

PO Box 87

Luray, VA 22835

(888) 331-6521

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