How to Roll Over HSA to Fidelity - A Comprehensive Guide

When it comes to managing your Health Savings Account (HSA), transferring funds to a new custodian like Fidelity is a straightforward process that offers many benefits. Whether you're changing jobs or simply looking for better investment options, rolling over your HSA to Fidelity can help you take control of your healthcare savings. Here are the steps to make a seamless transition:

1. Review Fidelity's HSA offerings: Before initiating the rollover process, it's essential to understand Fidelity's fee structure, investment options, and any minimum balance requirements.
2. Start the rollover request: Contact Fidelity to begin the transfer process. They will provide you with the necessary forms and instructions to initiate the rollover from your current HSA provider.
3. Complete the paperwork: Fill out the required forms accurately to avoid any delays in the transfer. Make sure to provide all the essential information, including your current HSA provider's details.
4. Authorize the transfer: Sign the necessary authorization forms to allow your current HSA custodian to transfer the funds directly to Fidelity on your behalf.
5. Monitor the transfer: Keep track of the rollover process to ensure that the funds are successfully transferred to your new Fidelity HSA account.
6. Utilize Fidelity's resources: Once the rollover is complete, explore Fidelity's online tools and resources to manage your HSA efficiently and make informed investment decisions.

Rolling over your HSA to Fidelity can help you streamline your healthcare savings and access a wide range of investment options. By following these steps and taking advantage of Fidelity's services, you can maximize the benefits of your HSA and secure your financial future.

Rolling over your HSA to Fidelity is not only simple but also a strategic decision that may open up new avenues for your investment growth. With a robust array of low-cost funds and expert guidance, transitioning to Fidelity can empower you with the tools needed to optimize your healthcare savings.