City bank online 2025

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The document is a Health Savings Account (HSA) Transfer/Rollover Request Form, which allows account holders to request the transfer or rollover of funds from another HSA or Medical Savings Account (MSA) to The Bancorp Bank HSA. It includes sections for account holder information, types of transfers or rollovers, and necessary signatures. Additionally, it outlines rules and conditions regarding rollovers, including timelines and restrictions.

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Click ‘Get Form’ to open the city bank online request form in the editor.
Begin by filling out Part I - Account Holder Information. Enter your name, Social Security Number, address, and contact details accurately.
Proceed to Part II - Type of Transfer or Rollover. Select the appropriate option for your transfer or rollover needs, ensuring you understand each choice.
In Part III - Transfer Information and Signature, provide the necessary details about your current account and specify whether you want a full or partial transfer.
Finally, complete Part IV - Rollover Information and Signature. Answer the qualification questions and sign to confirm your understanding of the rollover rules.

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