Get Hsa Beneficiary Designation Form - Comerica Healthreserve

Completing the HSA Beneficiary Designation Form for Comerica HealthReserve is a straightforward process that ensures your health savings account is managed according to your wishes. This guide provides clear instructions to help you navigate each step of the online form accurately.

Follow the steps to complete your beneficiary designation successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling out the account owner information, including your name, last four digits of your Social Security Number, address, date of birth, city, state, zip code, Comerica HealthReserve account number, and telephone number. Make sure all details are accurate and up-to-date.
3. Proceed to the beneficiary designation section. Here, you must revoke any previous beneficiary designations and clearly indicate who you wish to designate as your primary and/or contingent beneficiaries. Ensure that the total allocation to all beneficiaries equals 100%.
4. For each beneficiary, provide their name, relationship to you, date of birth, Social Security Number, telephone number, and address (if it differs from yours). Ensure that the correct checkbox is marked for whether they are a primary or contingent beneficiary.
5. Review the beneficiary designation certification section. Read and understand the disclaimer regarding community and marital property states, which outlines that a spouse may have a property interest in the account.
6. Sign and date the form at the bottom. This certification confirms your awareness that you can change or add beneficiaries at any time by submitting a new form.
7. Once you have completed the form, you can save your changes, download the document for your records, print a hard copy if needed, or share it as required. Finally, mail the form to the specified address: Comerica Bank, CHRBDF1215, PO Box 540606, Waltham, MA 02454.

Get started by completing your HSA Beneficiary Designation Form online today.