Get Designation Or Change Of Beneficiary Form - First Coast Community ...
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to use or fill out the Designation Or Change Of Beneficiary Form - First Coast Community online
Filling out the Designation Or Change Of Beneficiary Form for your Health Savings Account (HSA) can ensure that your assets are distributed according to your preferences. This guide will provide step-by-step instructions to help you complete the form online with confidence.
Follow the steps to accurately fill out the form online.
- Click ‘Get Form’ button to access the form and open it for editing.
- In the 'HSA Owner Information' section, fill in your full name, address, city, state, and zip code. Ensure all information is accurate to avoid potential issues with the beneficiary designation.
- Enter your HSA account (plan) number and your social security number (SSN). This information is crucial for verifying your identity and HSA ownership.
- Provide your date of birth. This helps establish your eligibility for account and beneficiary designations.
- In the 'Designation of Beneficiary' section, identify your primary beneficiaries. Record their names, SSNs or taxpayer identification numbers, and specify their relationship to you. Allocate the percentage of your HSA assets they will receive and ensure the total does not exceed 100%.
- Next, identify any contingent beneficiaries in the same manner as the primary beneficiaries. Again, allocate the total to equal 100%.
- Complete the 'Spousal Consent' section if applicable. If you are married and wish to designate a non-spouse as the primary beneficiary, obtain your spouse’s signature to confirm their consent.
- In the 'Signatures' section, certify that all information provided is complete and accurate. Sign and date the form as the HSA owner, and if necessary, have a witness who is not a beneficiary also sign.
- Review the completed form carefully. Once confirmation is made that all fields are filled out correctly, proceed to save changes, and download, print, or share the form as necessary.
Complete your Designation Or Change Of Beneficiary Form online today to ensure your HSA assets are designated per your wishes.
To change a beneficiary designation, the life insurance owner typically needs to fill out a specific form provided by the insurance company. This process generally requires providing information about both the current beneficiary and the new beneficiary. Using the Designation Or Change Of Beneficiary Form - First Coast Community makes it easy to complete this task correctly.
Industry-leading security and compliance
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.