Withdraw from HSA

In addition to transferring funds online, you can:

• 1. Use the Fidelity HSA^® debit card.

  The Fidelity HSA debit card is a signature-based card and does not require a personal identification number (PIN). When used, funds come directly from the cash or core account available in your Fidelity HSA®, and payment details show up on your account statement, making it easy to track the qualified medical expenses paid from your account. If you requested an HSA debit card at the time you opened your Fidelity HSA, you will automatically receive it in approximately two weeks. If not, and you would like to request one, complete the Debit Card Application for yourself or the Supplemental Debit Card Application to obtain an HSA debit card for your spouse or dependents.

• 2. Use Fidelity BillPay^® for HSAs.

  This convenient service enables you to make online payments for qualified medical expenses to health care providers, companies, and individuals. Additionally, you can set up an automatic schedule for recurring payments, keep track of all bill payments, and reimburse yourself for out-of-pocket qualified medical expenses. You can also choose to go paperless by signing up to receive an eBill with providers who offer electronic billing. You’ll receive an email notification when your online bill is available and posted to your HSA BillPay® account. Fidelity BillPay is a free service that lets you pay bills electronically as long as you have Internet access. Enroll or pay bills now

• 3. Write a Fidelity HSA check.

Like the debit card, Fidelity HSA Checkwriting pays directly from the cash available in your Fidelity HSA, and records the transaction on your monthly account statement. Additional fees may apply. To request an HSA checkbook, please complete the Checkwriting Form.

• 4. Pay out of pocket and request a reimbursement.

  If you pay out of your pocket for a qualified medical expense, you can get reimbursed from your HSA one of several ways:

  • Transferring funds online from your HSA to another account
  • Requesting a check for yourself electronically through Fidelity BillPay for HSAs
  • Writing yourself a check using your HSA checkbook
  • Contacting Fidelity to request either a withdrawal check be mailed to you or a money transfer be made from your HSA to another account

  If you need help with your withdrawal, please contact a Fidelity representative at 800-544-3716.