Do I Need New Checks If HSA Moved from Private Bank to CBIC?

Check eligibility on the go — browse 7,000+ HSA-eligible products in the free app.

Using existing HSA checks after transfer

If your HSA has been moved from a private bank to CBIC, you might be wondering if you need new checks. The good news is, in most cases, you won't need new checks when your HSA is transferred to a new custodian.

Overall, the process of transitioning your HSA from a private bank to CBIC should be smooth, and you likely won't need to worry about getting new checks unless specifically instructed to do so.

If your Health Savings Account (HSA) has recently transitioned from a private bank to CBIC, you may be curious about whether you'll need to order new checks. Thankfully, in most instances, your existing checks can still be used seamlessly.

Key points for check validity and setup

Here are a few key points to keep in mind:

• When your HSA moves to a new custodian, your account number and routing number may remain the same.
• You can continue using your existing HSA checks unless notified otherwise by CBIC.
• If CBIC issues new checks for your HSA, they will typically provide instructions on how to use them and any necessary next steps.
• It's always a good idea to contact CBIC directly to confirm whether your existing HSA checks are still valid or if new ones will be issued.
• Remember to update any direct deposit or automatic payment information with your new HSA custodian to ensure seamless transactions.