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April 2, 2015 09:12:46 PM
In reply to Gina, Fletcher
Thanks for joining us on TD Helps today, Gina.
We'd like to take this opportunity to let you know that there are two ways in which you may initiate this transfer into a TD Bank HSA account. First, you may visit your local TD Bank Store to fill out the HSA Transfer Request form and sign it. For a listing of TD Store locations near you, please visit: http://bit.ly/TDStores. Once the form is filled out and signed, we will take care of the rest for you!
Secondly, 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 may then bring a check for the remaining funds from the other financial institution to your local TD Bank Store to open a HSA account with us and deposit the check. The funds will be rolled over for you without penalty.
If you decide to open an HSA account with another financial institution, we'd hate to see you go, but we can guide you on how to do this as well. The options are very similar if you're looking to transfer your Health Savings Account from TD Bank to a new institution. First, you may go to that financial institution and complete the necessary paperwork to have the funds rolled over. Or secondly, you may step inside any TD Bank Store to get a closing check to bring to that financial institution.
If you have any additional questions, 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.
Again, thanks for stopping by Gina and have a great day.
Cameron P, Mount Laurel
April 2, 2015 09:13:30 PM