If you have an HSA account with Benepass that you'd like to rollover to another custodian and close your Benepass HSA account, you'll need to follow these steps:
1. First, you'll need to secure the HSA rollover form by reaching out directly to your new HSA custodian. This form will authorize the transfer of your HSA from Benepass to your new account.
2. Once you've completed the form, please send it to Benepass by reaching out to Benepass Support and letting us know you wish to transfer your HSA and close your Benepass HSA account.
On your behalf, Benepass will then initiate the transfer to your new account following the instructions from your new HSA custodian. The entire process can take up to 8 weeks.
The bank details where your Benepass HSA is held can be found below:
Questions? We are happy to help! Please reach out to Benepass Support for any assistance.