Before you read further:
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This only applies if you have a Forma HSA in 2021/2022 with WealthCare Saver.
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if you've invested your Forma HSA money, you'll need to liquidate those investments and have the money back in your HSA spending account before making the transfer. You can refer to this article for instructions
Steps:
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Reach out to your new custodian bank for their transfer form.
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Their form will likely ask for your Forma HSA account number. If you don't know the number, you can check online through your Forma account.
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Log into Forma. Go to Forma → Accounts → Health Savings Account → Manage HSA → Pay Myself. This will redirect you to our partner site where you'll see the last 4 digits of the account number at the top of the page. Click the eye icon to reveal the whole number.
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If you don't have access to your online account or are having trouble locating the number, please feel free to reach out to the Forma Member Experience Team for assistance.
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If the form asks for Forma's custodian bank information, provide the following:
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Current Custodian: WealthCare Saver, Custodian Fax: 1-866-287-2022, Custodian Daytime Phone: 1-866-287-5675.
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Mail the completed form to Forma's HSA custodian:
WealthCare Saver
P.O. Box 162177
Altamonte Springs, FL, 32716
If you have any questions about this, please reach out to our Member Experience Team at support@joinforma.com or send us a live chat message through your Forma mobile app!