Guide to Initiating an HSA Transfer to Lively

HowtoInitiate an HSA transfer Please note that if you would like to transfer your HSA funds over to Lively, you can initiate this transfer via your personal Lively Dashboard after completing your enrollment and verifying your email address. To do this, you can navigate to www.livelyme.com, click 8Login9 in the top right-hand corner. If you have forgotten your password, you can click on the 'Forgot Password' button on the login page. From there, a reset password email will be sent to your email address on file. Once you receive this email, you can reset your password and access your Lively account. OnceyouareloggedintoLively, you can navigate to the 8HSA Transfers9 page from the main menuonthetopleft, then select 8Start a new transfer9. From here, you will have the options of selecting either a 8rollover9 transfer or a 8trustee-to-trustee9 transfer.

A'rollover’ transfer involves the funds being withdrawn from your previous HSA provider and being sent indirectly to you to then deposit with us within 60 days (otherwise there may be tax implications).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

● 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).