How do I fill out a beneficiary change form?

If the policy has joint ownership, all owners must sign any form submitted. Complete the Request for Change of Beneficiary form by listing the full given name for each person being named. Indicate their address, social security number, date of birth, and relationship to the insured person.

What happens when HSA account holder dies?

The funds in your HSA go to the named beneficiary of the account when you die. If there is no beneficiary designated, the funds could go to your estate. If you're married, your HSA money may automatically go to your spouse, depending on the laws in your state or the policy of your HSA company.

Can you assign a beneficiary on a HSA account?

It's the person or legal entity who will receive your HSA funds when you pass away. Designating a beneficiary is important to ensure that the funds in your HSA will easily transfer to your loved ones when you're gone. You can choose one beneficiary or, choose multiple and assign percentages to each.

How do I change my name on my HSA account?

To request a name change, please attach a copy of Marriage License, Divorce Decree, W2 or Social Security Card. To correct the DOB we have on file which we use for account authentication purposes, please attach a copy of Driver's License or State Issued ID card, Passport or Birth Certificate.

What happens when you inherit an HSA?

The funds in your HSA go to the named beneficiary of the account when you die. If there is no beneficiary designated, the funds could go to your estate. If you're married, your HSA money may automatically go to your spouse, depending on the laws in your state or the policy of your HSA company.

How do I change my beneficiary on HSA bank?

To designate a beneficiary or change current beneficiaries, complete the Designation of Beneficiary Form. This form allows you to indicate if the individual is an initial, replacement or additional beneficiary. This form can be accessed at: .hsabank.com/beneficiary.

What happens when you inherit an HSA?

If your spouse is the only designated beneficiary, your HSA will be transferred to your spouse and they will own the account. Your spouse will receive all the benefits of account ownership and can make tax-free withdrawals to pay for qualified health care expenses.

What is an authorized signer for HSA Bank?

To add an authorized signer, follow these easy steps. After logging into your account, click on the Profile tab. Next, click on Add Authorized Signer. You will then be asked to provide information about your chosen authorized signer, including his/her Social Security Number and his/her birthdate.

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Health Savings Account Death Beneficiary Change Form

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Q: Can you assign a beneficiary on a HSA account?

It&#039;s the person or legal entity who will receive your HSA funds when you pass away. Designating a beneficiary is important to ensure that the funds in your HSA will easily transfer to your loved ones when you&#039;re gone. You can choose one beneficiary or, choose multiple and assign percentages to each.

S Step 1 of 5: Account Holder Information *HSA Account Holder Name (First, MI, Last) - *Social Security Number *Employer Name (Do not abbreviate) *Employee ID Step 2 of 5: Designation of Death Beneficiary(ies) New Death Beneficiary(ies) - The following individual(s) or entity shall be my primary and/or contingent death beneficiary(ies). If neither primary nor contingent is indicated, the individual or entity will be deemed to be a primary death beneficiary. Replace Death Beneficiary(ies) -.

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