Get Form 2606h - Ascensus.com - Uecu

Filling out FORM 2606H is a crucial step for users looking to manage their Health Savings Account (HSA) withdrawals. This guide provides clear instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to complete your HSA withdrawal form.

1. Press the 'Get Form' button to access the form and open it for editing.
2. Enter the Credit Union Name where prompted. This should be the name of the credit union you are associated with.
3. Complete the Account Owner’s Name section with your first name, middle initial (if applicable), and last name.
4. Fill in your Social Security Number. Ensure the format is correct and matches your official documentation.
5. Indicate your HSA suffix and Account Number as required.
6. Specify the Total Withdrawal Amount in the designated field. Double-check this figure for accuracy.
7. Enter the Date of Withdrawal using the MM/DD/YYYY format.
8. Select the Withdrawal Reason by checking the appropriate box. If applicable, mark any additional boxes that provide further details about your withdrawal reason.
9. If you are making a withdrawal after the account owner's death, check the appropriate box under the withdrawal reason section and provide any necessary additional information required there.
10. For Other Withdrawals, specify the Institution and the type of investment associated with the funds, if applicable.
11. Select the Type of Withdrawal by checking either Partial Withdrawal or Complete Withdrawal as relevant to your situation.
12. Choose a Payment Method by checking one option that describes how you would like to receive your withdrawal.
13. Sign and date the form in the designated signature section, certifying the correctness of the information provided.
14. Once all sections are complete, save your changes, and choose to download, print, or share the completed form as necessary.

Complete your HSA withdrawal process online by filling out FORM 2606H today!