● Step5:Oncethishasbeencompleted,wewillsendyourtransferformovertoyour previous provider to obtain your funds ● Step6:Yourpreviousprovider will then mail us a physical check of your funds ● Step7:Oncewereceivethesefunds,wewillthendepositthefundsinto your Lively account and notify you by email Please note that you will not have access to your HSA funds while they are in the process of being transferred. However, if you have any eligible medical expenses that need to be paid immediately, you can certainly use another form of payment (personal debit card/credit card/check) and initiate a reimbursement from your Lively HSA once the funds are available. Onceareimbursementisinitiated, the funds will be transferred to your linked bank account in 2-3 business days. If you have any questions relating to transferring your HSA funds from your existing provider, please feel free to reach out to Lively9s Member Support team. The support team can be reached by email at support@livelyme.com or by phone at 888-576-4837 from 6 AM to 6 PM PSTMondaythroughFriday(except national holidays).

Guide to Initiating an HSA Transfer to Lively - Page 3 Guide to Initiating an HSA Transfer to Lively Page 2