Get Healthsavings Administrators Hsa Appointment Of Financial Professional (broker Of Record) Form 2018-2025

Filling out the HealthSavings Administrators HSA Appointment Of Financial Professional Form efficiently is essential for users seeking to appoint a financial professional to their Health Savings Account. This guide provides clear, step-by-step instructions to ensure a smooth online completion of the form.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form online and open it in your preferred editor.
2. Provide your participant information. Fill in your first name, last name, social security number, phone number, and email address in the designated fields.
3. Enter the investment firm or agency information. Include the name, street address (note that P.O. boxes are not accepted), city, state, and ZIP code. Additionally, provide the phone number, fax number, website, and RIA firm number if applicable.
4. State whether the investment firm or agency has completed the Investment Firm Set-Up Form & Agreement by selecting the appropriate checkbox.
5. Complete the primary advisor section by entering their first name, last name, phone number, email address, and IAR representative ID if applicable.
6. Fill out the secondary contact information with their first name, last name, phone number, email, and IAR representative ID if applicable.
7. Indicate the investment firm or agency fee by entering the annual basis point advisory fee that will apply to the participant's account.
8. Provide participant authorization by reading the terms and signing where indicated. Also, state the date of signing.
9. If applicable, the financial representative(s) will fill in their signature(s) and date, ensuring they comply with all regulations.
10. Once the form is fully completed, review all information for accuracy, then save your changes, download, print, or share the completed form as needed. Finally, email the completed form to advisors@HealthSavings.com.

Complete your HealthSavings Administrators HSA Appointment Of Financial Professional Form online today to ensure your financial professional is properly appointed.