Get Designation Or Change Of Beneficiary Form - Synovus Bank

Filling out the Designation Or Change Of Beneficiary Form for your Health Savings Account (HSA) at Synovus Bank is an essential step in ensuring your wishes are respected concerning your account assets. This guide provides a clear, step-by-step approach to completing the form online, helping users navigate each section with confidence.

Follow the steps to fill out the form online effectively.

1. Use the 'Get Form' button to acquire the Designation Or Change Of Beneficiary Form and open it for editing.
2. Begin by entering the HSA owner information, including the name, address, and Social Security number. Also, provide the date of birth for verification purposes.
3. In the 'Designation of Beneficiary' section, identify primary beneficiaries. List their names, Social Security numbers or taxpayer identification numbers, and relationships to the HSA owner. Assign percentage shares to each primary beneficiary, ensuring the total equals 100 percent.
4. Next, complete the contingent beneficiary section in the same manner as the primary beneficiaries. Again, total the percentages to equal 100 percent.
5. If applicable, review the spousal consent section. Confirm marital status, and if necessary, provide the spouse's signature and date to consent to the designated beneficiaries.
6. Enter the signatures required from both the HSA owner and the custodian/trustee, along with the respective dates, certifying the accuracy of the information provided.
7. Finally, review the form for completeness and accuracy. Save the changes, download, print, or share the completed form according to your needs.

Complete your Designation Or Change Of Beneficiary Form online today to ensure your HSA assets are distributed according to your wishes.