If the account holder has an HSA with another provider and wants to begin using Lively, they can choose to complete a rollover or trustee-to-trustee transfer.1
Learn more about how to complete a trustee-to-trustee transfer.
1. “About Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans.” Internal Revenue Service, May 1, 2020. https://www.irs.gov/forms-pubs/about-publication-969.
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