HSA Guide
How to Withdraw Money from Fidelity HSA Debit Card?
Published January 10, 2024
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Get the appATM setup and choosing the right ATM
Withdrawing money from your Fidelity HSA debit card is a simple process that allows you to access your health savings account funds conveniently. Here's a step-by-step guide to help you navigate through the process smoothly:
Step 1: Locate an ATM that accepts your Fidelity HSA debit card. Make sure to choose an ATM that is part of the network to avoid any additional fees.
Step 2: Insert your Fidelity HSA debit card into the ATM and enter your PIN number.
PIN entry and selecting withdrawal account
Step 3: Select the option for a withdrawal from either checking or savings account.
Step 4: Enter the amount you wish to withdraw.
Step 5: Confirm the transaction and wait for the ATM to dispense the cash.
Amount selection, confirmation, and keeping receipts
Step 6: Take your cash, along with a receipt for your records.
It's important to keep track of your HSA withdrawals for tax purposes, so be sure to save your receipts and any transaction records.
Withdrawing money from your Fidelity HSA debit card is easy and hassle-free! Follow this straightforward guide to access your health savings account funds anytime you need.
Step 1: Find an ATM that accepts the Fidelity HSA debit card. Itâs wise to use an ATM within the network to avoid surcharges.
Step 2: Simply insert your HSA debit card into the machine and enter your unique PIN.
Step 3: Choose either checking or savings withdrawal when prompted on the screen.
Step 4: Input the amount you wish to take out and hit submit.
Step 5: Confirm the withdrawal details and wait for the machine to process your transaction.
Step 6: Donât forget to collect your cash and the receipt for your financial records.
Maintaining records of your HSA withdrawals is vital for tax documentation, so ensure you save all relevant receipts!