Get Account Information Change Form - Hsa Bank

Filling out the Account Information Change Form - HSA Bank can be straightforward with the right guidance. This comprehensive guide provides step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to fill out the Account Information Change Form seamlessly.

1. Click ‘Get Form’ button to obtain the form and access it for editing.
2. Begin with your initial personal information. Fill in your first name, middle initial, last name, social security number, account number, and date of birth in the specified fields.
3. In the amendment type section, check all applicable options that apply to your situation, such as a name change due to marriage or legal decree, updating your contact information, or adding/removing an authorized signer.
4. Proceed to Section A for your new personal information. Enter your updated first name, middle initial, last name, email address, home phone number, and business phone number if applicable.
5. If you need new checks or debit cards, fill out Section B by indicating the services you require, along with any applicable fees.
6. If adding an authorized signer, complete Section C with all required personal information of the designated person and ensure that all fields are accurately filled.
7. For the removal of an authorized signer, fill out Section D with the relevant name and check the selecting option indicating who is revoking the authority.
8. In Section E, designate beneficiaries by providing their names, Social Security numbers, relationships, and designated shares, making sure to replace any previous beneficiary information.
9. Review your entries thoroughly to ensure accuracy before saving your changes.
10. Finally, download, print, or share the completed form. Ensure you include your signature on the designated page before mailing or faxing it to HSA Bank.

Complete your form online today for a seamless account information update.