Get Aetna Health Savings Account Chase Form

This guide will assist users in completing the Aetna Health Savings Account Chase Form online. Follow the steps outlined below to ensure you fill out the form accurately and submit it for processing.

Follow the steps to effectively complete the form.

1. Click ‘Get Form’ button to obtain the Aetna Health Savings Account Chase Form and open it in your preferred editing tool.
2. Input your account information in the designated fields. Start by entering the last nine digits of your Health Savings Account number, followed by your first name, middle initial, and last name.
3. Provide your daytime telephone number to ensure Chase can contact you if necessary. Fill in your mailing address, including street, apartment number (if applicable), city, state, and zip code. If your address may not match their records, include your date of birth.
4. Review the section for account closure authorization. Confirm your request to close the Health Savings Account and choose a funds disbursement option. Indicate whether you prefer a trustee-to-trustee transfer to a new HSA or a rollover/direct distribution to yourself.
5. If you select the trustee-to-trustee transfer, fill in the custodial institution's name, address, city, state, and zip code. Also, include the account number for the new account.
6. If you opt for a direct distribution, select whether you would like the funds sent via electronic funds transfer or by check. Include a voided check if you choose to receive the funds via EFT.
7. Sign and date the form at the bottom to authorize the closure of your account. Ensure all fields are completed before submission.
8. Once you have filled out and reviewed the form, save the changes and download it if necessary. You can then print it out or share it electronically according to your preference.

Complete the Aetna Health Savings Account Chase Form online to ensure a smooth account closure process.