Fax to Financial services
HealthEquity HSA Transfer Fax Number (801) 846-2929
Financial services
HealthEquity — HSA Transfer
Draper, UT
Verified Mar 2026
Fax number
(801) 846-2929
Pre-filled below — send online in about a minute. No fax machine.
What to include
- ✓Completed HealthEquity transfer request form
- ✓Account owner name and identifying details from the form
- ✓Prior custodian account information as required
- ✓Cover sheet with daytime phone and email
Send your fax
Quick info
Department: HealthEquity Operations — HSA Transfer
Fax line: (801) 846-2929
- Only the HSA account owner can request a full transfer/closure
- Liquidate investments at the prior custodian if needed before faxing
- Keep copies until HealthEquity confirms the transfer
HealthEquity HSA transfer instructions list fax (801) 846-2929 (also email transfer@healthequity.com and mail to Draper, UT). If your packet shows a different fax, use the number on that form.
Prerequisites — what to prepare
Before you fax HealthEquity — HSA Transfer, gather these items into one PDF when possible:
- ✓Completed HealthEquity transfer request form
- ✓Account owner name and identifying details from the form
- ✓Prior custodian account information as required
- ✓Cover sheet with daytime phone and email
Step-by-step — send via RonFax
No fax machine required. Pay once from $1.99 for up to 3 pages ($0.50 per extra page).
- Download and complete the HealthEquity transfer form.
- Confirm fax (801) 846-2929 on the current instructions.
- Upload as one PDF and send via RonFax with tracking.
Frequently asked questions
- What is the HealthEquity HSA transfer fax number?
- HealthEquity transfer instructions commonly list (801) 846-2929. You can also email transfer@healthequity.com or mail Operations at 15 West Scenic Pointe Drive, Suite 100, Draper, UT 84020.
- Can I fax my HSA transfer form from this page?
- Yes. The fax number is pre-filled. Upload the completed PDF, pay once ($1.99 for up to 3 pages), and save your status link for confirmation.
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