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Or fax it to: HSA Bank, P.O. Box 939, Sheboygan, WI 53082, FAX (877) 851-7041. All three pages must be mailed or faxed with the accountholder s signature on page three. For assistance, call (800) 357-6246, Monday - Friday, 7 a.m. - 9 p.m., CT. Para ayuda en Espa ol, por favor llamar (866) 357-6232. ACCOUNTHOLDER INITIAL PERSONAL INFORMATION First Name: Account Number: MI: Last name: Social Security Number: Date of Birth: (mm/dd/yyyy) AMENDMENT TYPE This is an amendment to an existing H.
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Designating FAQ
Navigate to the Banking/Cards section of the Profile tab. Click on Activate under your bank account information. To activate your account, enter the amount (between $. 01 - $1.99) we deposited into your checking/savings account and click Submit.
Yes. You can transfer amounts from your other HSA(s) by completing the HSA Central Transfer Request Form. While there are no transfer fees from HSA Central, you should check with other bank custodians for details about their fees.
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.)
Navigate to the “Banking” section of the “Profile” tab. Click on “Add Bank Account,” and enter the information related to your checking or savings account, along with your financial institution's name and address. Navigate to the “Banking” section of the “Profile” tab.
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.
Online Transfers – On HSA Bank's member website, you can transfer funds from an external bank account, such as a personal checking or savings account, to your HSA.
Here are four ways you can contribute to an HSA: Payroll deduction. Electronic transfer (from your checking or savings account using the member website) 3. Mail a check. ... Once-per-lifetime transfer or rollover.
If you have recently moved or have plans to move, it's easy to change your address through our Internet Banking system. To log in to Internet Banking, go to https://secure.hsabank.com/ibanking3/ and click “Profile” to change your address.
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