WealthCare Forms

Considering a Move?

If you’re considering closing your account, or transferring your HSA funds to another administrator, we’d love to have the chance to speak with you, discuss your needs, and see how we might still be able to serve you.

Call the WealthCare Concierge at 866-287-2520.

Downloadable Forms


Account Closure


Rollover Distribution


1601 Trapelo Road | Main Building, Suite 301

Waltham, MA 02451