Lively makes it easy to make
contributions or rollover your HSA funds
- Easily contribute to your account Link your bank account and set up one-time or recurring contributions
- Paperless employer contributions Your employer can make pre-tax contributions into your Lively account.
- Fee-free rollovers & transfers Lively won’t charge you any fees to rollover or transfer your HSA to us.
Link your bank account
You can either directly link to a bank from a searchable list or enter your bank account and routing numbers. Your contributions will be taken out post-tax and we’ll send you a tax form at the end of the year showing total contributions made into your account.
Your employer can directly make pre-tax contributions into your Lively account if your employer lets you choose your HSA provider. All you’ll need to do is give them your Lively HSA account number and routing number.
Seamless, fee-free transfers
We’ll never charge you any fees to transfer your account to Lively. Rollover or transfer your HSA during the enrollment process or at any other time.
Your existing HSA provider will send a physical check or electronically transfer funds to you. You’ll then have 60 days to transfer them to Lively from your dashboard. You’re limited to one rollover in a 12 month window.
You can either transfer your full or partial balance directly to Lively from your existing provider. We’ll reach out to your other provider and handle the transfer on your behalf.
Ready to Get Started?
Sign up for your Lively HSA in just a few minutes.Sign Up