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  • Hsa Beneficiary Designation Form - Comerica Healthreserve

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Comerica HealthReserve Beneficiary Designation Form Account Owner Information Name: Last 4 of SSN: Address: Date of Birth: City: State: Zip Code: Comerica HealthReserve Account No.: Telephone: Beneficiary.

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On the member website, go to Accounts > “Profile Summary” > “Add Beneficiary.”

You can name more than one person as your primary beneficiary and more than one person as your contingent beneficiary. When naming more than one person, indicate the specific whole-number percentage of your balance to be paid to each beneficiary.

Can I have more than one primary beneficiary? You can have more than one primary beneficiary; you simply need to designate what percentage of your life insurance proceeds you want to allocate to each of your primary beneficiaries.

Primary Beneficiaries are first to receive the designated asset upon your death. If you name more than one primary beneficiary, each will share the benefit equally, unless you indicate specific percentages totaling 100 percent are to be paid.

What Is an HSA Beneficiary? An HSA beneficiary is someone who will inherit the money in your health savings account when you pass away. In that sense, a beneficiary for an HSA isn't that different from a beneficiary for a life insurance policy, 401(k) or Individual Retirement Account (IRA).

Your beneficiary has up to one year to use the funds in your HSA to pay for any qualified medical expenses you incurred on a tax-free basis, but also have to be able to provide proof these expenses were not previously paid from your HSA.

The primary beneficiary is the person or entity who has the first claim to inherit your assets after your death. Despite the term “primary," you may name more than one such beneficiary and designate how the assets will be divided among them.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232