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How to Get HSA from Past Job?

Published November 21, 2023

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Short answer: Yes—by contacting your former employer’s HR, you can access HSA details and choose options like rolling over, transferring to a personal HSA, or checking transfer fees.

Steps and options to access past-job HSA

If you are looking to access your Health Savings Account (HSA) from a past job, there are steps you can take to make the process easier.

Here are some tips:

  • Contact Your Former Employer: Reach out to your previous employer's HR department to inquire about your HSA account details and how you can access the funds.
  • Roll Over the HSA: If you have a new job, you can roll over your HSA from the old job to the new one. This ensures that you can continue using the funds for eligible medical expenses.
  • Transfer to a Personal HSA: If you are not planning to enroll in a new job's HSA, you can transfer the funds to a personal HSA account. This way, you can still use the money for qualified medical expenses.
  • Check for Fees: Be aware of any fees associated with transferring or accessing your HSA from a past job. It's essential to understand the costs involved to make an informed decision.

If you're seeking to access your Health Savings Account (HSA) from a previous employer, it's essential to know that there are various options available to you. Begin by contacting your former employer's HR department to seek clarity on your HSA details and the process to access your funds.

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