- Fill out an HSA Transfer Request Form (PDF).
- Transfer money from your existing HSA to your HealthEquity HSA as many times as you'd like in a 12-month period.
Fund transfers can take up to 60 days. If you need to use your money right away for medical expenses, check with your institution to find out how long the transfer will take. Remember, you can always pay out-of-pocket and reimburse yourself anytime for qualified expenses.