A'rollover’ transfer involves the funds being withdrawn from your previous HSA provider and being sent indirectly to you to then deposit with us within 60 days (otherwise there may be tax implications). Additionally, only one rollover transfer can be completed per 365 days. A'trustee-to-trustee9 transfer gives us the authority to pull the funds directly from your previous provider over to us. This type of transfer can take 4-8 weeks depending on your existing provider9s processing time and you can transfer this way as many times as you need. Please see the below instructions for completing a 'rollover' transfer: ● Step1:Contactyourexisting HSA provider/custodian and take a distribution from your existing HSA account (they may require you to fill out one of their forms). ● Step2:Thedistribution will come directly to you in one of two forms: a check or an ACH. If a check, deposit the funds into the same external bank account that is linked to your Lively HSA. If an ACH, make sure these funds are in the externally linked bank account. ● Step3:Whenthefundshaveclearedintoyourlinkedbankaccount,logintoLively and navigate to the 'HSA Transfers' page and select 'Start a New Transfer'. ● Step4:Clickonthe"Initiate Rollover" button and Lively will debit your externally linked bank account for the full amount of the rollover and credit it to your Lively HSA as a rollover. Please see the below instructions for completing a 8trustee-to-trustee9 transfer: ● Step1:Navigateto8HSATransfers9 Page ● Step2:Select8Initiate Transfer9 under the 8Trustee-to-trustee transfer9 option ● Step3:Fill out required information accordingly (provider name, account number, etc.) ● Step4:Wesendyouaformtosignelectronically