How to Close Your Fidelity HSA Account - A Step-by-Step Guide

Check eligibility on the go — browse 7,000+ HSA-eligible products in the free app.

Steps to close a Fidelity HSA

If you're wondering how you can close your Fidelity HSA account, it's essential to follow the right steps to ensure a smooth process. Closing an HSA account can be done for various reasons, such as changing providers or no longer needing the account. Here's a step-by-step guide to help you through the process:

• Contact Fidelity Customer Service: Reach out to Fidelity's customer service either by phone or through their website to start the account closure process.
• Provide Necessary Information: You may need to verify your identity and provide specific details about your HSA account.
• Fill Out Closure Form: Fidelity may require you to fill out a closure form to officially request the closure of your HSA account.
• Transfer or Withdraw Funds: Depending on your preferences, you can choose to transfer the funds to another HSA account or withdraw the remaining balance.
• Confirm Closure: Once all necessary steps are completed, confirm with Fidelity that your HSA account has been closed successfully.

It's crucial to manage your HSA account closure properly to avoid any issues with taxes or penalties. By following these steps, you can smoothly close your Fidelity HSA account and ensure a hassle-free process.

Closing your Fidelity HSA account may seem daunting, but it doesn’t have to be. Start by contacting Fidelity Customer Service through their website or by phone to initiate the closure process. Be prepared to verify your identity as you’ll need to provide necessary account details.