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William, Wynnewood, PA
November 11, 2015 11:19:01 AM
In reply to William, Wynnewood, PA
We appreciate you reaching out to us on TD Helps, William.
Thanks for considering TD Bank for your banking needs. We'd like to share with you that there are two options to make this transfer. First, you may visit your local TD Bank Store to fill out the HSA Transfer Request form and sign it. To find a TD Bank Store near you, please visit: http://bit.ly/TDStores.
If you wish to close your existing HSA account with your other financial institution and transfer the entire balance to TD Bank, please first contact your other financial institution to have the account closed. You will then need to visit your local TD Bank Store to fill out the HSA Rollover form and sign it.
Regardless either option you choose, once the form is filled out and signed, we will take care of the rest for you.
If you have any additional question, you may reach our dedicated HSA Department directly at 800-597-4437 and choose Option 3. They are available Monday through Friday, 8:00am to 6:00pm to answer any questions you may have.
Hope you have a great day and take care!
Sandy D, Mount Laurel
November 11, 2015 11:19:51 AM