Get Hsaforms Hsabank Com

Completing the Optional Beneficiary Designation Form for your HSA is an important step in managing your health savings account. This guide will provide you with clear instructions on how to fill out the form correctly and ensure your beneficiaries are designated according to your wishes.

Follow the steps to complete your HSA beneficiary designation online.

1. Press the 'Get Form' button to access the Optional Beneficiary Designation Form and open it in your preferred online editing tool.
2. Begin with the primary beneficiaries. You will need to fill out the required fields for each primary beneficiary. Start with Primary Beneficiary 1 by entering their name, street address, telephone number, social security number, city, state, zip code, relationship to you, and the percentage of the HSA they will receive. Make sure that the total percentages for the primary beneficiaries add up to 100%.
3. Continue to Primary Beneficiary 2 and repeat the information required in the same format. Again, ensure the beneficiary percentage adds to 100% when including this person.
4. Complete the details for Primary Beneficiary 3 in the same way, ensuring to collect all required information as mentioned in Steps 2 and 3.
5. After designating your primary beneficiaries, move on to the contingent beneficiaries section. Start with Contingent Beneficiary 1 by filling in their name, street address, telephone number, social security number, city, state, zip code, relationship, and percentage of the account.
6. Repeat the process for Contingent Beneficiary 2 and Contingent Beneficiary 3, if applicable, ensuring completeness.
7. Once you have entered all the required details, sign the form where indicated and include the date of signature. If you are in a community or marital property state and have designated someone other than your spouse, you must also obtain your spouse's signature on the consent line.
8. Review the entire form for accuracy, then save the changes. You can download a copy for your records, print it out, or share it as needed.

Complete your HSA beneficiary designation online today to ensure your preferences are officially recorded.