Health Savings Transfer

HSA Transfer/Rollover

If you currently have an HSA at another financial institution, you can transfer or rollover your HSA to IAA Credit Union. First, complete the IAA Credit Union HSA application. Remember, you must first be a member of IAA Credit Union to open an HSA with us. Your HSA must be opened at IAA Credit Union before you can transfer or rollover funds.

All transfer requests will be processed within 1-2 business days and will be sent to the receiving financial institution via check by mail.

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