Get Hsa Trustee Or Custodian

Filling out the HSA Trustee or Custodian form is a crucial step in managing your Health Savings Account. This guide provides clear and supportive instructions to help you complete the form accurately and effectively.

Follow the steps to fill out the HSA Trustee or Custodian form online.

1. Click the ‘Get Form’ button to access the form and open it in your digital editor.
2. Enter your name as the HSA owner in the designated section, including your first name, middle initial, and last name.
3. Complete the trustee or custodian section by entering the full name of your HSA trustee or custodian, which in this case is Hartford Healthcare Federal Credit Union.
4. Provide your Social Security number in the specified field.
5. Fill out your residential address, including address line 1 and address line 2 if necessary, along with your city, state, and ZIP code.
6. Input your date of birth and phone number in their respective fields.
7. Enter your HSA account number, including any suffix if applicable.
8. In the contribution information section, indicate the contribution amount and the contribution date.
9. Select the contribution type by choosing one of the three options: Regular, Rollover, or Transfer, and fill in any additional required information.
10. If applicable, complete the investment information section by providing the investment description, quantity or amount, status of the investment, investment number, term or maturity date, and interest rate.
11. Choose your deposit method and provide the necessary details, including whether it's from an internal or external account.
12. Sign and date the form in the signature section to certify that the information is accurate and authorized.
13. Once completed, save your changes, and use the options available to either download, print, or share the form.

Complete your HSA Trustee or Custodian form online today for efficient document management.