Health Savings Account (HSA), continued HSA Account Transfer Process To transfer an HSA account from another provider, team members must 昀椀rst set up their Fidelity HSA: Log in to NetBene昀椀ts.com. 1 Click the “Open” link next to “Health Savings Account.” 2 Follow the online instructions. Establishing a Fidelity HSA is not automatic. › Af ter the Fidelity HSA is open, team members may transfer savings from other HSA providers. › F idelity can coordinate the transfer for team members and does not charge a fee for this transaction. › T his transfer is not considered a taxable event and will not be reported to the IRS. › T he assets being transferred are not applied toward the team member’s HSA maximum annual contributions limit. To transfer other HSA assets team members can click here. 2024 Annual HSA Contribution Limits* Individual health care coverage $4,150** Family health care coverage $8,300** Additional catch-up contribution $1,000** (if age 55 or older) * Please remember to not exceed the annual IRS HSA contribution limit, which is the total of your personal contribution plus UnityPoint Health contribution. **T he maximum amount you may contribute to your HSA, assuming you enroll at the start of 2024. These amounts include UnityPoint Health contributions. If you enroll into an HSA after the 昀椀rst of the year, this amount will change based on the monthly prorated UnityPoint Health contribution. | 14 |