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HSA DIRECT TRANSFER INSTRUCTIONS FORM 2625H X X Acuonline

HSA DIRECT TRANSFER INSTRUCTIONS FORM 2625H X X Acuonline

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have you changed jobs recently do you have multiple HSA accounts with your previous employers is your previous HSA provider charging you a maintenance fees to maintain those accounts well if that's you then watch this video and let's get those accounts consolidated in this video we'll be transferring from Optum Bank to Fidelity so first let's take a look at the HSA transfer which is a trustee to trustee transfer and this is a quick four-step process on the Fidelity site so after you start you want to find your HSA provider and mine was Optum now attach any documents now you need to provide your account number so you need to decide where to transfer your assets you existing account or you can open a new one so I already have an existing Fidelity account so I'll go ahead and select that and then hit next [Music] you have the option to move the entire account or even parts of it but this can vary from case to case I'll be selecting the full account transfer and then I'll hit next [Music]

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