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How much does it cost to transfer HSA funds?

These fees are often in the range of $20 - $50, so although the IRS allows you to make an unlimited amount of HSA-to-HSA transfers, this probably isnt something youd want to do on a routine basis. Monthly account fees for HSAs are generally less than $5, and many HSA administrators have no monthly fee at all.

Can I withdraw money from my UMB HSA?

You can take a distribution from your HSA at any time. A transfer of funds from your HSA Deposit Account to another investment made available through us is not considered a distribution, and remains part of your HSA custodial account at UMB Bank.

How do I transfer my HSA funds?

Consolidation option steps Sign Up for a Health Savings Account with HSA Bank. Fill out and mail the Direct Transfer Request Form to your current custodian. Form is reviewed and processed by your current custodian. Funds transferred by check from your current custodian to HSA Bank. HSA Bank accepts funds into account.

What is the difference between HSA rollover and transfer?

An HSA rollover allows you to move funds from one HSA to another without tax penalties if executed correctly. Unlike a direct transfer, a rollover involves you personally receiving the funds before depositing them into the new account.