Ronaldo0720

Ronaldo0720 OP t1_j6nagnh wrote

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 Funds processed via BOC may be withdrawn from your account as soon as the same day your payment is received.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)

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