This form is used to do a trustee-to-trustee transfer from an existing HSA to your new BRI HSA (powered by Piermont Bank/First Dollar).
This form is used to do a trustee-to-trustee transfer from an existing HSA to your new BRI HSA (powered by Piermont Bank/First Dollar).
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Benefit Resource and BRI are tradenames of Benefit Resource, LLC. Benefit Resource, LLC is an affiliate of Inspira Financial Health, Inc. and Inspira Financial Trust, LLC. Benefit Resource, LLC does not provide legal, tax or financial advice. Please contact a professional for advice on eligibility, tax treatment and other restrictions. Inspira and Inspira Financial are trademarks of Inspira Financial Trust, LLC.
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HSA Custodial Services are provided by a separate financial institution. See your HSA Account Agreement for specific account terms.
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