How to Close Fidelity HSA Account?

Closing your Fidelity HSA (Health Savings Account) account might seem like a daunting task, but it can be done smoothly with the right guidance. Here are some steps to help you close your Fidelity HSA account:

1. Contact Customer Service: Reach out to Fidelity's customer service team either through phone or online chat to inform them about your decision to close your HSA account.
2. Complete Necessary Forms: Fidelity may require you to fill out specific forms to process the account closure. Make sure to provide all the required information accurately.
3. Transfer or Withdraw Funds: Decide whether you want to transfer the funds to another HSA account or withdraw them. Follow the instructions provided by Fidelity for a seamless transfer or withdrawal process.
4. Close the Account: Once all the necessary steps are completed, you can proceed to close your Fidelity HSA account. Make sure to verify that all funds have been transferred or withdrawn successfully.
5. Confirm Closure: Reach out to Fidelity one final time to confirm that your HSA account has been closed successfully.

By following these steps and working closely with Fidelity's customer service team, you can smoothly close your HSA account without any hassle. Remember to keep all communication and transaction records for your reference.

Closing your Fidelity HSA (Health Savings Account) can feel overwhelming, but it doesn't have to be! Start by contacting Fidelity's customer service, where friendly representatives can guide you through the process comprehensively.