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Is there a fee for HSA?

Monthly account fees for HSAs are generally less than $5, and many HSA administrators have no monthly fee at all. And it's common for monthly account fees to be reduced or waived if you maintain a minimum account balance, which is usually in the range of $1,000 to $5,000.

How do I transfer my HSA to discovery?

Once every 12 months, you can roll over an existing HSA balance. You must initiate the rollover within 60 days of constructive receipt by using the HSA Contribution Form at www.DiscoveryBenefits.com. You can transfer an existing HSA balance without time limitations.

How do I transfer my HSA from one company to another?

Simply contact your original HSA provider and request a trustee-to-trustee transfer. This process bypasses the rollover once-every-12 months rule. Plus, it doesn't reduce your HSA maximum contribution limit for the year.

Can you transfer HSA funds?

If your HSA money is invested, you may be able to do an in-kind transfer into a self-directed HSA, which allows your HSA provider to transfer both your cash balance and your investments to Fidelity. You may need a separate transfer request for each.

When should I rollover my HSA?

The IRS allows you to roll over your HSA funds every 12 months and still maintain the tax-free status. After you request a rollover, your current HSA provider will either send you the money via bank transfer or by mailing a check.

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