[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]
Re: Transfer Out Confirmation
- To: noelle
- Subject: Re: Transfer Out Confirmation
- From: http://dummy.us.eu.org/robert (Robert)
- Date: Sat, 23 May 2026 10:46:44 -0700
- Keywords: hsabank.com, hsabank.com
Looks like we will only be able to make small medical payments (based on
my contributions so far this month) using the new Fidelity HSA card
between June 1 and June 24 until the transfer is complete. You won't be
able to use the old HSA card after June 1 at all.
I have a dentist appointment on June 11, but it's just a cleaning and, so,
probably won't have an associated bill.
> From: http://www.hsabank.com/~HSA_Bank
> Date: Sun, 3 May 2026 17:29:33 +0000
>
> Hello ROBERT,
>
> You have chosen to transfer your HSA funds to your employer's new
> provider, Fidelity.
>
> Here are some important dates for the upcoming transfer process.
> * Election open - April 27, 2026
> * Election close - May 10, 2026
> * Cutoff to sell - May 27, 2026
> * Halt date - June 03, 2026
> * Transfer date - June 24, 2026
>
> You can change your mind until May 10, 2026 by accessing the link provided
> to you by your employer.
>
> Here are the benefits to keeping your HSA:
> * No halt dates
> * Keep saving for your retirement
> * Your HSA Bank HSA stays with you
> * Continue to contribute with a qualified health plan
> * Retain your records when you stay with HSA Bank