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Soc. Sec # HSA Account Number New Street Address City State Zip New Home Phone # Old Home Phone # New Bus Phone # Old Bus Phone # Internal Use Received by: Old Street Address.
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FAQ
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Online Transfers – On HSA Bank's member website, you can reimburse yourself for out-of-pocket expenses by making a one-time or reoccurring online transfer from your HSA to your personal checking or savings account. Online Bill Pay – Use this feature to pay medical providers directly from your HSA.
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Change of Address Once logged in, select Profile from the menu, then click on Change Contact Information. You can also contact HSA Bank's Client Assistance Center at (800) 357-6246, Monday through Friday, 7 a.m. – 9 p.m., CT.
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Since your HSA is owned by you and not your employer, your HSA remains available to you even after termination. This means that you can continue to use your HSA for qualified expenses even after your termination.
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Although your HSA may have been offered as part of your employer's benefits package, it remains yours, even when you leave your job. If you want to, you could leave those dollars where they are and continue to save, invest, and withdraw them tax-free for qualified medical expenses.
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You can submit a withdrawal request form to receive funds (cash) from your HSA. If the cash is used to pay for ineligible purchases, it must be reported when you're filing your taxes. Once it's reported, it's subject to an income tax and treated as though it had never been in your tax-free HSA.
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Change address and phone number From the Account Details tab, choose My Account and select Profile, then Change Address/Phone.
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If you have an HSA in conjunction with your job, you get to keep the HSA if you leave your job. All of the money in the account goes with you, even if it was contributed by your employer.
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U.S. government-issued photo ID, such as a driver's license, passport, or visa, or state issued ID card (Note: If the U.S. government-issued photo ID does not display a current address, a utility bill from within the last 3 months displaying the current address will also be needed.)
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