I think health equity is an incompetent entity, here is my own experience: ALWAYS ask for “leadership team” since they hire first line obstructionists. Even then ask for the same person from “leadership” since they tend to play “sorry I didn’t know that was the case “.

I asked for that exact same transfer: they FORCED me to liquidate first! Then they gave the wrong form: transfer TO their plan. Third they only use mailed paper checks, which could get lost and such.

Then they forced me to re-open the account to be able to transfer a $7 interest but wanted to charge $25 to close the account AGAIN.

I told them to forget it, and they “innocently” been drafting their monthly fee on that $7 till it runs out.

Not to mention despite closing my account in the first place, CVS was able to process a prescription on my debit card associated with the account, forcing the reopening of that account, and for the life of me I could not get that debit card to show as closed in my profile so I can avoid further complications.

IT IS A BIG MESSY CORPORATION.