Question about HSA transfer

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Topic Author
rene
Posts: 403
Joined: Wed Mar 19, 2008 9:33 pm

Question about HSA transfer

Post by rene »

I am interested in a Trustee to Trustee transfer from my old UMB HSA account to my new HSA Bank account.

My old UMB HSA account has cash ($1K to be above the minimum) as well as $45K of VTSAX with UMB HSA SAVER.

My question : If I initiate the T2T transfer will the selection of 'transfer entire account balance' result in the full $46K being transferred or only the $1K? Are the $1K and $45K in different 'buckets' for this transfer?
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