HSA transfers
Download form HSA transfers Transferring a health savings account (HSA) sends the account balance directly from one custodian to another. Please note the following: You must own both...HSA partial transfers
Complete Online For faster processing, use the 'Complete online’ button above. Follow the prompts to complete your submission. Otherwise, you may choose to download the paper form below...HSA closure due to member's death
Complete Online For faster processing, use the 'Complete Online’ button above. Follow the prompts to complete your submission. Otherwise, you may choose to download the paper form below. HealthEquity...HSA and divorce
Complete Online For faster processing, use the 'Complete online’ button above. Follow the prompts to complete your submission. Otherwise, you may choose to download the paper form below. In the event...How to close a health savings account
Forms and Documents
If you have downloaded a form and wish to submit it online, please click here to process the request. Upload Form To submit a new form, review the list of forms below and click on the link for...Add an EFT account
Complete Online You can add your bank account details in the HealthEquity member portal to make it easier to send and receive money via electronic funds transfer (EFT). External account...HSA individual contributions
Complete Online You can make post-tax contributions to your health savings account (HSA) online by using the 'Complete Online' button above or by mailing a check. See below for steps. Note...Sell investments
Below are steps to sell shares that you have purchased with funds from your health savings account (HSA). You must sell all shares to transfer your HSA to another custodian. On the home page of...Year-end FSA spending options
Sell investments
Below are steps to sell shares that you have purchased with funds from your health savings account (HSA). You must sell all shares to transfer your HSA to another custodian. On the home page of...HSA excess contributions
Return of mistaken HSA contribution: Complete Online Distribution of Excess HSA Contribution Form: Complete Online For faster processing, use the 'Complete online’ buttons above. Follow the prompts...HSA closure due to member's death
Complete Online For faster processing, use the 'Complete Online’ button above. Follow the prompts to complete your submission. Otherwise, you may choose to download the paper form below. HealthEquity...HSA funds not available to invest
You may have contributions to your health savings account (HSA) that are still in a pending status. These funds must be posted before they can be invested. On the home page of the HealthEquity member...Admin fees
HealthEquity may charge a monthly administration fee to cover the maintenance costs of your account. This amount varies depending on your specific plan. How to find your admin fee Review the...Self-driven investing
You may have the option to invest the funds in your health savings account (HSA). By taking advantage of investment options, you can maximize your tax-free 1 earning potential and pay for...Investment advice
HealthEquity does not provide investment advice in any form. However, you have access to third-party tools that can assist with your investment decisions. Fund research Mutual fund data, research and...Yield Plus
Yield Plus is an alternative way to hold funds in your health savings account (HSA). It is not FDIC-insured, but has the potential for higher interest than the FDIC-insured cash balance. How it works...HSA payment tips
*HealthEquity, Inc. does not provide legal, tax, financial or medical advice. Always consult a professional when making life changing decisions.. With a health savings account (HSA), you have...How to close a health savings account
Complete Online For faster processing, use the 'Complete online’ button above. Follow the prompts to complete your submission. Otherwise, you may choose to download the paper form below. If you would...
Can I make a cash withdrawal from my HSA?
Yes. You can withdraw funds from your HSA anytime. But keep in mind that if you use HSA funds for any reason other than to pay for a qualified medical expense, those funds will be taxed as ordinary income, and the IRS will impose a 20% penalty.
How do I transfer money from HealthEquity?
Request a transfer.
Complete the transfer request form..
Return the completed form to HealthEquity by mail or through Help Center..
Funds will be accessible in your account as soon as we receive them. ... .
When your funds have been processed, we will email you and funds will be available within two business days..
How do I withdraw excess HSA HealthEquity?
To remove excess contributions, complete the HSA Distribution Request form, indicating Excess Contribution Removal as the reason for the distribution request. If you have excess contributions due to a contribution error made by your employer, use the Correct Contribution Error – HSA Distribution Request form instead.