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Mamoon, New Milford
April 23, 2015 11:41:47 AM
In reply to Mamoon, New Milford
Thanks for making a stop at TD Helps, Mamoon. We appreciate your inquiry and would be glad to help provide some information.
As you are looking to transfer the funds form your TD Bank HSA account into a new HSA account with a different Financial Institution, once you have filled out the Roll Over form, the new Financial Institution would then send TD Bank the Transfer Request. There are two options available for TD Bank to receive this request, they may fax us the form to: 803-996-7334 or they can mail the request to the following address:
ATTN: HSA Dept.
151 Corley Mill Road
Lexington SC 29072
If you have any further questions, you may reach our dedicated HSA Department directly at (800) 597-4437 and choose Option 3. Our Specialists are available Monday through Friday, 8:00am to 6:00pm to answer any questions you may have.
We hope this helps answer your question, Mamoon. Have a good one and let us know if you have any other questions.
Yen D, Mount Laurel
April 23, 2015 11:43:16 AM