Health Savings Account

Moving HSA money

Two different jobs, two different paths. Pick the direction the money is going and we’ll handle the rest.

First — who do you work for?

Out of your HSA

Send my HSA somewhere else

You’ve opened an HSA at another bank and want this balance moved there.

Have their form? Drop it in and you’re done.
No form? We write it for you in four questions.
Timestamped confirmation on screen and by email.

Start a transfer out

Into your HSA

Bring an old HSA here

You have an HSA at a previous bank or employer and want it consolidated here.

Nothing to upload — your old custodian moves the money.
We fill out the request and counter-sign it.
You sign and send it on. We tell you exactly where.

Get my transfer form

Something else?

Beneficiary designation, name change, account closure, excess contribution or a death distribution — same drop box, one page over.

Send a document

Your HSA is private

An HSA belongs to you, not to your employer. Everything you send here comes only to ZyneraHealth as your account administrator. Your employer does not receive these forms, is not copied on them, and has no access to your HSA balance or activity.

Questions

FSA/HSA Member Services888.929.1005

Check your balance

Text support

Emailadmin@zynera.com