HSA Guide
How to Close HSA Account Fidelity?
Published November 2, 2023
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Get the appShort answer: To close an HSA account at Fidelity, contact Fidelity, complete any required paperwork, transfer or spend remaining funds on qualified medical expenses, then verify closure.
Steps to close your Fidelity HSA account
If you are looking to close your HSA account at Fidelity, the process is straightforward but may vary slightly depending on your specific circumstances. Here are the general steps to follow:
- Contact Fidelity: Reach out to Fidelity either by phone or through their online portal to inform them of your decision to close your HSA account.
- Complete the necessary paperwork: Fidelity may require you to fill out a form or provide specific instructions to close the account.
- Transfer or spend remaining funds: Ensure that you have either transferred the remaining funds to another HSA account or spent them on qualified medical expenses before closing the account.
- Verify closure: Once you have completed the required steps, confirm with Fidelity that your HSA account has been successfully closed.
It is essential to follow these steps carefully to avoid any potential fees or complications when closing your HSA account at Fidelity.
Closing your HSA account at Fidelity doesn't have to be a hassle. To start, contact Fidelity through their customer service or your online account. They are ready to help you with any questions you might have.