Infinisource HSA: How to Close Account?

When it comes to managing your health savings account (HSA) with Infinisource, it is essential to understand the process of closing your account if the need arises.

Closing your Infinisource HSA account can be done for various reasons, such as changing jobs, no longer being eligible for an HSA, or simply wanting to consolidate your healthcare funds.

Here is a step-by-step guide on how to close your Infinisource HSA account:

1. Contact Infinisource Customer Support: Reach out to Infinisource customer support either online or via phone to initiate the account closure process.
2. Provide Necessary Information: Be prepared to provide details such as your account number, personal information, and the reason for closing the account.
3. Complete Required Forms: Infinisource may require you to fill out specific forms to officially close your HSA account.
4. Transfer or Use Remaining Funds: Make sure to transfer or use any remaining funds in your Infinisource HSA account before initiating the closure process.
5. Verify Closure: After completing the necessary steps, confirm with Infinisource that your HSA account has been successfully closed.

It is crucial to follow these steps carefully to ensure a smooth closure of your Infinisource HSA account. By being proactive and organized, you can effectively manage your healthcare savings.

Closing your Infinisource HSA account can be an important step when managing your financial health. It may reflect a change in your employment status, a shift in eligibility, or a preference to simplify your healthcare savings.