This article provides information on how to move your HSA funds from your Forma account to another HSA account.
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.
You’ll need your HSA account and routing numbers which you can find on your HSA details page in your Forma account.
To transfer your Forma HSA balance to an HSA with another custodian, first reach out to the new custodian to request their HSA transfer form. Fill out the information and send the completed form to firstname.lastname@example.org.
If the form asks for the current custodian bank information, provide the following:
- Current Custodian: Blue Ridge Bank
- Custodian Email: email@example.com
- Custodian Daytime Phone: 1-844-902-2902
Please note that if they choose to close the account upon transfer, a $25 closure fee will be applied.