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Re: Transfer Out Confirmation



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


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