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Transfer a member's HSA to another custodian
Transfer a member's HSA to another custodian

Is a member looking to transfer their HSA to another HSA custodian? This is the place to be.

Updated over 6 months ago

If a member is requesting to transfer out their funds to a new HSA custodian, provide them with the form linked below. The member should then fill out the form and mail it to the address below:

Trustee Operations
25 Air Park Drive, Suite 100
London, KY 40744

3 Business Days
Once we receive the trustee transfer form, our support team will process it within 3 business days.

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