Get Chasehsa

Filling out the Chasehsa form online can seem daunting, but with clear guidelines, it becomes manageable. This guide provides step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to successfully complete the Chasehsa form.

1. Press the ‘Get Form’ button to obtain the Chasehsa document and open it in your preferred editor.
2. Fill in your Health Savings Account number, making sure to input the correct digits in the designated field.
3. Provide your name clearly in the Account Holder Name section, including your last name, first name, and middle initial.
4. Enter your mailing address accurately in the designated fields, including street, apartment number (if applicable), city, state, and zip code.
5. Input the last four digits of your Social Security number in the corresponding field. Ensure this matches the information Chase has on file to prevent any delays.
6. Supply your daytime telephone number in the appropriate section for potential follow-up from Chase.
7. Choose the option for disbursement of your funds by indicating your preference for either a Trustee-to-Trustee Transfer or a Rollover/Direct Distribution to yourself.
8. If choosing a Trustee-to-Trustee Transfer, fill in the custodial institution's name, address, city, state, and zip code where you wish to transfer the funds.
9. If opting for the Rollover or Direct Distribution, specify that you would like a check sent to you for the funds in your account.
10. Sign and date the form at the bottom to authenticate your request, understanding that Chase may verify your signature.
11. Once completed, review all entries for accuracy and clarity. After verifying the information, proceed to save changes, download, print, or share your form as needed.

Complete your Chasehsa form online today for a smooth and efficient account closure process.