Transferring an HSA into your Roadways HSA

If you have more than one Health Savings Account (HSA), consider the benefits of consolidating them all into your Roadways HSA, giving you security, convenience, and peace of mind.

One Account, Multiple Benefits

• 1 Debit Card: You and your dependents have access to a debit card for one account. No need to remember multiple PINs and multiple account balances.
• 1-Stop Management: Security and convenience of one account to manage investments and HSA transactions. Upload receipts, request disbursements, and manage expenses easily, all with one login!
• 1st Dollar Investing: Invest from your very first dollar with your Roadways HSA. Make long-term savings convenient by investing from day one!

Plus, with all of your HSA assets combined into one account, you’ll not only gain significant tax perks but also enhance your investment potential with a larger balance!

Get Started

1. Login to your Roadways HSA Account

• Once logged in, go to My Account and select Transfer/Rollover
• Choose Transfer to open the DocuSign form
• Complete all required fields and e-sign
• Select Finish, then download a copy for your records

2. Upload a copy of the form to your BPAS Portal

• In your BPAS Portal, select the Upload Paperwork icon (top right)
• Under Request Type, select Other
• Attach your completed form and click Submit

3. Contact your current provider

• Send your provider a copy of the completed form
• Ask if additional paperwork or steps are required
• Confirm how the transfer will be processed:
  • Some providers send funds directly to BPAS
  • Others send a check for you to forward

Helpful hints