You may transfer or rollover HSA money from an HSA custodian to WEX Inc. by completing the HSA Transfer Form and submitting the form to your current HSA custodian.
A transfer or rollover must be made to the same owner of the HSA; i.e. John Doe’s HSA at Chase to John Doe’s HSA at WEX Inc. A spouse is not allowed to transfer or rollover into their spouse’s HSA.