Where to Mail HSA Transfer to Fidelity? Guide for HSA Holders

When it comes to transferring your HSA to Fidelity, it's essential to know the correct mailing address. Fidelity is a popular choice for HSA account holders due to its reputation for excellent customer service and robust investment options.

To ensure a smooth transfer process, you can mail your HSA transfer to Fidelity at the following address:

Fidelity Investments
Attn: Fidelity HSA Services
PO Box 770001
Cincinnati, OH 45277-0003

It's vital to include all necessary information with your transfer to avoid any delays. Make sure to double-check the address before sending your documents to the correct location.

Additional Tips for HSA Holders Transferring to Fidelity:

• Verify your account details and the amount you wish to transfer
• Include a completed transfer form provided by Fidelity
• Check for any specific requirements or additional documents needed
• Keep copies of all transfer documents for your records

If you're considering transferring your HSA to Fidelity, it's important to have the right mailing address at hand. Fidelity has established itself as a trusted provider for Health Savings Accounts, offering exceptional customer support and a wide array of investment choices.

The mailing address for your HSA transfer to Fidelity is:

Fidelity Investments
Attn: Fidelity HSA Services
PO Box 770001
Cincinnati, OH 45277-0003

Before sending your transfer documents, ensure that you've included all necessary information to prevent any processing delays. Always double-check the address for accuracy to ensure it reaches the intended destination.

Helpful Hints for HSA Holders Transferring to Fidelity:

• Confirm your account information and the precise amount you intend to transfer.
• Make sure to fill out the complete transfer form provided by Fidelity to avoid any complications.
• Review any specific requirements or additional documents needed for your transfer.
• Retain copies of all your transfer documents for future reference.