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HSA ROLLOVER REQUEST - First Farmers Bank and Trust

HSA ROLLOVER REQUEST - First Farmers Bank and Trust 2025

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The document is a HSA Rollover Request form from First Farmers Bank & Trust, providing instructions for transferring Health Savings Account assets. It includes sections for personal information, transfer authorization, payment details, eligibility questions, and required signatures from both the HSA owner and the custodian/trustee.

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

What happens to unused funds in an HSA?

Unlike many other health plans, the balance in your HSA account carries over indefinitely. This means that any extra money you have at the end of the year does not disappear or reset. Instead, it remains in your account and continues to grow over time.

Does HSA automatically roll over?

With an HSA, the unused funds in your account automatically roll over to the next year. But this is not the case with an FSA. Generally, you forfeit unused FSA funds at the end of the year.

How do I request a HSA rollover?

You can contact your current HSA provider and request a trustee-to-trustee transfer, or ask for a check and complete the rollover yourself. If you choose the latter, be sure to deposit the funds into your new HSA within 60 days to avoid taxes and penalties.

Is it worth rolling over HSA?

The advantages of rolling over your HSA from a previous employer: Simplicity: By consolidating your HSAs into one account, you dont have to keep track of balances in multiple accounts, and you wont have multiple sets of tax documents after the rollover year.

How do I roll over my HSA after leaving my job?

You contact your current HSA provider and request it send you a check or direct deposit of your funds, so you can set up an HSA rollover. Then you have 60 days to deposit those funds into your new HSA account. If you fail to do so, the IRS will levy income tax on the amount you rolled over, plus a 20% penalty.

What is the difference between a rollover and a transfer for HSA?

A rollover is another way to consolidate your HSAs. It differs from transfers in that your HSA provider sends your current HSA funds to you and not directly to your new HSA provider.

HSA ROLLOVER REQUEST - First Farmers Bank and Trust 2025

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