Dallas Independent School District — Benefits, Human Capital Management ZyneraHealth
HSA Administration

Your HSA is moving — all at once

Every Dallas ISD Health Savings Account held on the DataPath Summit app transfers to the ZyneraHealth Benefits app in a single bulk transfer. Nobody files an individual transfer form. Here is the whole sequence and what it asks of you.

One bulk transfer
All Summit HSA accounts move together. There are no individual transfers and no per‑member paperwork beyond your consent.
Nov 16 – Nov 30
A two‑week blackout while balances are frozen, liquidated and reconciled. Monday to Monday, 2026.
Tuesday, Dec 1
Funds settle and become available in the ZyneraHealth Benefits app. Cards work again the same day.

The whole thing, to scale

Three phases. The only one that asks anything of you is the first.

Nov 6 Nov 16 Nov 30 Dec 1 CONSENT WINDOW GET READY BLACKOUT AVAILABLE sign the e‑consent move investments to cash funds in transit in the ZyneraHealth app

Drawn to scale across October 1 to December 15, 2026. The blackout is fourteen calendar days, Monday to Monday.

Step by step

Who acts, when, and what changes for you at each stop.

  1. Now –
    Fri, Nov 6
    1

    You sign the e‑consent

    A short online form authorizes the trustee‑to‑trustee transfer of your Summit HSA balance to HealthcareBank, a division of Bell Bank — the custodian behind the ZyneraHealth Benefits app. It takes about three minutes. Your consent is what puts your account in the bulk transfer.

    hsaconsent.zynerahealth.com/dallas
  2. Before
    Mon, Nov 16
    2

    You move any investments to cash

    Only cash transfers. If any part of your Summit HSA is invested, sell it and turn off automatic investing before the blackout begins.

    Do this early. Investments still open when the window closes have to be liquidated before your balance can move, which can hold up your transfer. Selling ahead of time keeps you on the schedule below.
  3. Mon, Nov 16
    3

    Blackout begins

    Your Summit balance is frozen. You cannot spend, withdraw or file against the funds that are moving, and cards drawing on that balance stop working. This is the part members actually feel, so plan for it.

    Take out what you will need first. If you have care scheduled, a prescription to fill, or a bill you were planning to pay from your HSA between November 16 and December 1, use your Summit card or request that reimbursement before November 16. Once the freeze starts, those funds are out of reach until December 1.
  4. Nov 16 –
    Nov 30
    4

    DataPath liquidates and sends the money

    The prior custodian closes out the accounts and sends a single payment for the whole group, together with a file naming every member and their exact amount. Nothing is mailed to you and nothing is yours to chase.

  5. Nov 16 –
    Nov 30
    5

    ZyneraHealth posts and reconciles

    We load the file, post each balance to the right account, and check every figure against what DataPath sent before anything is released.

  6. Tue, Dec 1
    6

    Your money is available again

    Balances appear in the ZyneraHealth Benefits app and your card works against them. Nothing further is required of you.

What you need to do

Three things, all before the blackout starts. Everything after that is ours.

1

Sign the consent form

Online, about three minutes. Choose the option to email yourself a copy when you submit.

By Friday, November 6, 2026
hsaconsent.zynerahealth.com/dallas
2

Sell your investments

Move any invested balance to cash in the Summit app and switch off auto‑invest, so your whole balance is ready to move on time.

Before Monday, November 16, 2026
3

Spend what you need first

Know you have care or a bill coming during the freeze? Use your Summit card or file that reimbursement before it starts. Otherwise keep another way to pay and reimburse yourself after December 1.

Before Monday, November 16, 2026

What is still true during the blackout

The freeze is narrower than it sounds.

It is still your money

A trustee‑to‑trustee transfer is not a distribution and is not taxable. It does not count against your annual contribution limit and it is not reported as income.

Only the moving balance freezes

Anything already in your ZyneraHealth Benefits account stays available throughout, along with payroll contributions that post during the window.

Expenses still count

Care you receive during the blackout remains eligible — you just cannot pay for it from the money in transit. Keep your receipts and reimburse yourself once funds land on December 1.

Rather stay with Summit?

Transferring is voluntary.

Do not submit the consent form, and contact DataPath Financial Services directly at fiops@dpath.com to make your own arrangements.

Be aware of the two dates that follow: ZyneraHealth stops supporting HSAs on the Summit app on January 1, 2027, and Summit portal access ends May 31, 2027.

Questions

Dates. Blackout Monday, November 16 through Monday, November 30, 2026; funds settle Tuesday, December 1, 2026; consent due Friday, November 6, 2026. Not tax advice. General information about a trustee‑to‑trustee HSA transfer under IRC §223. IRS Publication 969 covers the member‑facing rules, and your own adviser covers your situation.