How Can I Get the Leftover Money Returned to Me from My HSA Account?

Having leftover money in your HSA (Health Savings Account) can be a great way to save for future healthcare expenses. If you find yourself with unused funds in your HSA account, you may be wondering how to get that money back.

Here are steps you can take to get the money returned to you:

• Contact your HSA provider: Reach out to your HSA provider to inquire about the process for withdrawing the leftover funds.
• Submit a reimbursement request: If you've paid for eligible medical expenses out of pocket, you can submit a reimbursement request to your HSA provider.
• Roll over the funds: Some HSA accounts may allow you to roll over the leftover money into the next year, enabling you to continue saving for future expenses.
• Consider qualified expenses: Make sure you are aware of all qualified medical expenses that you can use your HSA funds for, so that you can utilize the remaining balance.
• Monitor your account: Keep track of your HSA account balance regularly to ensure you are aware of any unused funds.

By following these steps and staying informed about your HSA account, you can effectively manage and utilize any leftover money in your account.

If you discover that you have leftover money in your HSA (Health Savings Account), don’t fret! There are several ways to access those unused funds and put them to good use.