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To your current HSA or MSA administrator, and send a copy to Sterling HSA

To your current HSA or MSA administrator, and send a copy to Sterling HSA 2025

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The document is a HSA Transfer of Funds Rollover Request form for transferring funds to a Sterling health savings account. It requires the accountholder's personal information, authorization for the rollover from the current HSA/MSA administrator, and payment instructions. The form must be mailed to both the current custodian and Sterling HSA.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I find my Sterling HSA account number?

Your account number can be found on your welcome letter.

How do I contact Associated bank HSA?

If you are a current Associated Benefits Connection customer and need assistance, please contact Participant Services at 800-270-7719 or ParticipantServices@AssociatedBank.com. What should I do if my HSA debit card is lost or stolen?

How do I check my HSA funds?

You can check your HSA balance by visiting the Member Website, where you will have secure, 24/7 access to your account balances and transaction history. Learn more about managing your account.

How do I contact HSA customer service?

888-HSA-4-INFO (888-472-4463).

Can you transfer an MSA to an HSA?

An Archer MSA is a tax-favored savings account designed to help you pay for qualified medical expenses if you are an employee of a small employer or a self-employed individual participating in a high-deductible health plan. Archer MSA assets may be rolled over or transferred to an HSA.

How do I know if I have an HSA or MSA?

The big difference between the two HSAs are for people with high-deductible health plans and MSAs are for people with high-deductible Medicare Advantage (Part C) health plans. The main advantage of both is that you can put pre-tax money into them and use the money to pay for qualified health care expenses.

How do I contact Sterling HSA?

Our toll free number is 800-617-4729, or fax us at 877-517-4729. You may also write to us at Sterling HSA, 475 14th Street. Suite 120, Oakland, CA 94612 or via email at customer.service@sterlinghsa.com. Thank you for choosing Sterling HSA as your HSA administrator.

Who is your HSA administrator?

An HSA custodian refers to any bank, credit union, insurance company, brokerage, or other approved organizations that offer HSAs. They may also be called HSA administrators.

To your current HSA or MSA administrator, and send a copy to Sterling HSA 2025

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