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Health Savings Account Custodial Agreement and Privacy Policy Important Notice THIS HEALTH SAVINGS ACCOUNT CUSTODIAL AGREEMENT INCLUDES INFORMATION ABOUT INVESTMENTS IN WELLS FARGO ADVANTAGE FUNDS

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What is health savings account custodial?

Health savings account custodial is a type of account where a custodian holds funds deposited for a Health Savings Account (HSA) on behalf of the account owner.

Who is required to file health savings account custodial?

Financial institutions or custodians who hold funds for a Health Savings Account (HSA) are required to file health savings account custodial with the IRS.

How to fill out health savings account custodial?

Health savings account custodial is typically filled out electronically using the IRS's required forms and submitting them to the IRS.

What is the purpose of health savings account custodial?

The purpose of health savings account custodial is to report the contributions, distributions, and other necessary information related to a Health Savings Account (HSA) to the IRS.

What information must be reported on health savings account custodial?

Information such as contributions, distributions, rollovers, and the account owner's information must be reported on health savings account custodial.

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