Before you read:
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This only applies if you have a Forma HSA in 2023 with Blue Ridge Bank.
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Please note that 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.
Steps to transfer out your HSA:
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Reach out to your new custodian bank for their transfer form. If the form asks for Forma's custodian bank information, provide the following:
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Custodian Name: Blue Ridge Bank
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Custodian Address: 17 West Main St. Luray, VA 22835
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Custodian Phone: 844-902-2902
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Send the completed form to support@joinforma.com.
If you have any questions about this, please reach out to our Customer support Team at support@joinforma.com or send us a live chat message through your Forma mobile app!
For questions regarding pre-tax accounts (HSA, FSA, DCFSA, etc.) you can also reach us by phone at 844-902-2902 Monday through Friday, 8 AM - 8 PM EST. We're here to help!