To liquidate your HSA investments in Forma, follow the steps below.
- Log in to Forma
- Select ‘Benefits’
- Select ‘Health Savings Account (HSA)’
- Select ‘My investments’
- Select ‘Manage investments’, then select ‘Withdraw as cash’. This will move invested HSA funds from your investment account to the cash account.
- Select the amount you would like to withdraw. You can sell up to your investment portfolio balance and keep it as cash in your HSA. We’ll sell just enough from each fund to keep the same allocation percentage you have now.
- Confirm your withdrawal. The confirmation page will show how much will be liquidated from each investment.
Once confirmed, Forma will initiate the trades to sell your investment. It may take 2-3 business days for the funds to become available.