Get 3322 Qualified Hsa Funding Distribution Request (7/2013)

Completing the 3322 Qualified HSA Funding Distribution Request form online can be a straightforward process. This guide will walk you through the various sections of the form, ensuring that you provide the necessary information accurately and efficiently.

Follow the steps to complete the form accurately.

1. Press the ‘Get Form’ button to access the form and open it in your preferred format.
2. In Part 1, account owner: Fill in your name (first, middle initial, last) as the individual initiating the distribution. Ensure that all names are entered correctly for a smooth processing.
3. In Part 2, accepting HSA trustee or custodian: This section must be completed by the HSA custodian receiving the funds. You will need to enter the name, Social Security number, contact details, and HSA account number.
4. In Part 3, current IRA information: Specify whether the IRA is a Traditional IRA or Roth IRA and provide the corresponding details, including the IRA account number and contact information for the current IRA trustee or custodian.
5. In Part 4, IRA distribution instructions: Indicate the distribution amount—whether you want to distribute the entire account balance or a specific amount. Also, specify the trustee or custodian to whom the funds will be made payable and any special instructions regarding investment handling.
6. In Part 5, signatures: Sign and date the form to authorize the distribution. If your trustee or custodian requires notarization, ensure you have that signature along with your own.
7. Once all sections are completed, save your changes, and consider downloading or printing the form for your records. You may also choose to share it with your HSA custodian as necessary.

Complete your documents online today for a seamless experience.