How to Transfer Your Existing HSA to Your New ThrivePass HSA

Modified on Mon, Mar 9 at 1:03 PM

If you would like to transfer funds from your previous Health Savings Account (HSA) to your new ThrivePass HSA, please follow the steps below.

1. Complete the Transfer of Assets Form

Download and complete the HSA Transfer of Assets Form.
You will need to fill out:

Your new ThrivePass HSA account information
Your prior HSA provider’s account information
Signature and date

Important:
You must send this completed form directly to your previous HSA custodian, not to ThrivePass.

2. Liquidate Any Investments in Your Prior HSA

Most HSA custodians require that all invested funds be liquidated before a transfer can occur.
Please check with your prior HSA provider for their specific steps.

3. Be Aware of Potential Transfer Fees

Many HSA custodians charge a transfer‑out fee, often around $25, which is deducted from your existing HSA balance before the transfer is processed.

4. Locate Your ThrivePass HSA Account Number

To find your ThrivePass HSA account number:

Log in at app.thrivepass.com
Navigate to:
Your Benefits → Personal Dashboard
Click the eye icon to reveal your full 13‑digit HSA account number

Attachments (1)

pdf

HSA Transfer of Assets Form 7-2025 1.pdf
450 KB