Ronaldo0720
Ronaldo0720 OP t1_j6ngz39 wrote
Reply to comment by Asgardian_Force_User in HSA Rollover to healthequity help! by Ronaldo0720
No i don't intend to invest it. Just keep it there for any Helath care uses.
Ronaldo0720 OP t1_j6ngv52 wrote
Reply to comment by sciguyCO in HSA Rollover to healthequity help! by Ronaldo0720
Thank you guys for your help. Much appreciated!
Ronaldo0720 OP t1_j6ncqav wrote
Reply to comment by sciguyCO in HSA Rollover to healthequity help! by Ronaldo0720
Those are the options to select to rollover the HSA. I think option 2 makes sense. That means they pull the money from my bank account instead of me actually sending them as option 3 says.
Ronaldo0720 OP t1_j6nambq wrote
Reply to comment by nkyguy1988 in HSA Rollover to healthequity help! by Ronaldo0720
I just went online to payflex and closed the account and requested a check. I didn't know that i had to ask for a check payable to new HSA administrator so they just sent it to me.
Ronaldo0720 OP t1_j6nagnh wrote
Reply to comment by sciguyCO in HSA Rollover to healthequity help! by Ronaldo0720
Thank you so much for this info. I posted below options for health equity to rollover. Should i just pick option 3 then ?
Option 1 — Check I have included a check for the amount of the distribution from another HSA. Please make check payable to HealthEquity. When you provide a check as payment, you authorize HealthEquity to either use the information from your check to make a one-time, Back Office Conversion (BOC), electronic fund transfer from your account if eligible, or to process the payment as a check transaction. Funds processed via BOC may be withdrawn from your account as soon as the same day your payment is received.
Option 2 — Use verified EFT account already on file associated to my HSA. Please provide last 4 of account number .* Note: Account must be verified for contributions in order for HealthEquity to pull the funds via EFT.
Option 3 — One-time electronic funds transfer (EFT). (Form must be accompanied by a copy of a voided or an actual check)
Submitted by Ronaldo0720 t3_10q1nqk in personalfinance
Ronaldo0720 OP t1_j6o732h wrote
Reply to comment by Asgardian_Force_User in HSA Rollover to healthequity help! by Ronaldo0720
Thank you for your advice. Sounds like the only option to do.