Tranfer HSA Authority/Old Nat’l Bank to Fidelity

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Corgitodd
Posts: 39
Joined: Thu Mar 09, 2017 2:45 pm

Tranfer HSA Authority/Old Nat’l Bank to Fidelity

Post by Corgitodd » Sun Apr 14, 2019 9:27 am

Anyone have any experience, good or bad with transferring from HSA Authority to Fidelity? Anyone? Bueller? Bueller?

CoastalWinds
Posts: 42
Joined: Sat Apr 06, 2019 8:28 pm

Re: Tranfer HSA Authority/Old Nat’l Bank to Fidelity

Post by CoastalWinds » Sun Apr 14, 2019 10:28 am

In my case, it wasn’t from HSA Authority, but rather from a credit union to Fidelity. The paperwork is handled entirely by Fidelity. You fill out the transfer of assets form, mail it to Fidelity, and they take care of the dirty work. All went well. I assume they’d call in Moose and Rocco with billy clubs if the holding entity was giving them any problems 😆

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