Transfer, rollover or withdraw your funds.

The money in the HSA is yours to use for medical expenses, or to invest and grow. However, since the money is tax-free, the IRS has stipulations on how and when you can withdraw the funds.

Some options include:

• HSA to HSA Transfer
• HSA to HSA Rollover

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HSA to HSA Transfer

Transfer all or part of your HSA funds from your current HSA administrator directly to your Discovery Benefits HSA in three steps:

Step 1: Complete the HSA Transfer Request and HSA Application:

• HSA Transfer Request
• HSA Application
• Review the Custodial Agreement and Disclosure Statement

Step 2: Send the completed forms to Discovery Benefits

• Email, fax or mail forms. View contact information

Step 3: Discovery Benefits will take care of the rest.

• Your funds will be deposited into a cash account.
• Amounts exceeding $1,500 above the threshold will be automatically transferred to an interest-bearing account.

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HSA to HSA Rollover 

If you would rather have funds sent to you before transferring to Discovery, follow these steps:

Step 1: Complete the HSA Rollover Certification and HSA Application:

• HSA Rollover Certification
• HSA Application
• Review the Custodial Agreement and Disclosure Statement

Step 2: Request and receive funds from your current HSA administrator.

• NOTE: The IRS requires you to deposit those funds into a new HSA within 60 days to avoid a withdrawal tax.

Step 3: Send the completed HSA Rollover Request and HSA Application Forms along with a check for your Rollover Funds

• Email, fax or mail forms. View contact information

Step 4: Discovery Benefits will take care of the rest.

• Your funds will be deposited into a cash account.
• Amounts exceeding $1,500 above the threshold will be automatically transferred to an interest-bearing account.

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