I initiated the move from HSA to Fidelity a couple of days ago. Note:
(1) I had to cash out my VASGX (Life Strategy Growth Fund) to the HSA cash fund;
(2) HSA requires an "ink on paper" signature so I had to print the Fidelity Transfer of Asset forms, sign, send to Fidelity in OH (along with a current statement from HSA) where the forms will be reviewed/accepted and then mailed on to HSA for reviewand processing.
Fidelity said that because of the "ink on paper" requirement by HSA they expect the process to take at least three weeks.
(1) I had to cash out my VASGX (Life Strategy Growth Fund) to the HSA cash fund;
(2) HSA requires an "ink on paper" signature so I had to print the Fidelity Transfer of Asset forms, sign, send to Fidelity in OH (along with a current statement from HSA) where the forms will be reviewed/accepted and then mailed on to HSA for reviewand processing.
Fidelity said that because of the "ink on paper" requirement by HSA they expect the process to take at least three weeks.
Last edited: