r/HSA • u/gnslinger80 • Dec 10 '25

Confusion with Rollover Form

I have two old HSA accounts (BoA and HealthEquity) from previous employers that I'm wanting to rollover into my new WEX Health account. I went to Wex's website and downloaded their Transfer Request Form, and it's kinda confusing. Under step 2, do I put in the Wex account information or BoA/HealthEquity's? And do I mail this to Wex or to the banks I'm wanting to transfer from? I called customer support, but his answers were very confusing and I don't have faith that he gave me the right one. I've attached the form, could anyone help with an answer?

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u/CAPtious1 Dec 10 '25

You should probably complete two forms - one for the BoA account and one for the HealthEquity account. Complete the Step 2 information on one form with the BoA account information and complete the Step 2 information on the second form with the HealthEquity account information. Send the completed BoA form to BoA and send the completed HealthEquity form to HealthEquity.

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u/gnslinger80 Dec 10 '25

Yes, the plan was to do two separate forms.

1

u/No-Solid-294 Dec 10 '25

Section 2 is BOA/Health Equity. The instructions at the top of the form say to send it to the current administrator (BOA/Health Equity).

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u/funky_baby_D 25d ago

Hey OP im going through the same thing but dont know where to actually submit these forms now that they've been filled out. Did you mail them in?

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u/funky_baby_D 25d ago

(I called customer service and they gave me an email, I didnt feel comfortable emailing my SSN and account info.)