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This form is used by Ball State University employees to select their Health Savings Account (HSA) trustee and to provide necessary personal information for the establishment of an HSA.
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How to fill out hsa trustee selection form
How to fill out HSA Trustee Selection Form
01
Obtain the HSA Trustee Selection Form from your healthcare provider or financial institution.
02
Read the instructions carefully to understand the requirements.
03
Fill in your personal information, including your name, address, and contact details.
04
Specify the type of HSA account you are opening (individual or family).
05
Select a trustee or custodian by providing their details as requested on the form.
06
If applicable, indicate whether you would like to manage investments or have them managed for you.
07
Review all entries to ensure accuracy and completeness.
08
Sign and date the form at the designated line.
09
Submit the completed form to the appropriate financial institution or custodian.
Who needs HSA Trustee Selection Form?
01
Individuals who want to open a Health Savings Account (HSA).
02
People seeking to designate a trustee or custodian for their HSA.
03
Anyone interested in taking advantage of the tax benefits associated with HSAs.
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People Also Ask about
What if I did not receive a form 5498-SA?
You won't get a 5498-SA form if you didn't have contributions and your balance was zero dollars at the end of the year. Please note this form is informational only and doesn't need to be filed with your income tax return.
Can you transfer HSA from trustee to trustee?
Your new HSA provider works with your current HSA provider to transfer the money from your current account(s) to your new account. This is considered a trustee-to-trustee transfer. You never have to touch the money, but because the transfer is made in cash, you must sell any securities before the transfer.
Where does form 5498-SA come from?
In a typical employment scenario, every employee who is enrolled in an HSA-based healthcare plan should receive a 5498-SA from the bank or provider that manages their HSA account.
What form should I get for my HSA?
File Form 8889 to: Report health savings account (HSA) contributions (including those made on your behalf and employer contributions). Figure your HSA deduction.
When should I receive form 5498-SA?
The 5498-SA form is typically delivered the month after the tax filing deadline, allowing any contributions made in the current year for the prior year to be included. If you make additional HSA contributions for the prior year after the 5498-SA is issued, you'll get an updated 5498-SA.
What is form 8889 part 2?
Form 8889, Part II, is used by taxpayers to report distributions from an HSA. Taxpayers receive tax-free distributions from an HSA to pay or be reimbursed for qualified medical expenses. The taxpayer will have to tell you what types of expenses were paid or reimbursed with the distribution.
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What is HSA Trustee Selection Form?
The HSA Trustee Selection Form is a document used to designate a trustee for holding funds in a Health Savings Account (HSA).
Who is required to file HSA Trustee Selection Form?
Individuals who are establishing an HSA and wish to designate a trustee or custodian for their account must file the HSA Trustee Selection Form.
How to fill out HSA Trustee Selection Form?
To fill out the HSA Trustee Selection Form, individuals need to provide their personal information, select a trustee or custodian, and sign the form to authorize the selection.
What is the purpose of HSA Trustee Selection Form?
The purpose of the HSA Trustee Selection Form is to officially designate the institution or individual responsible for managing the funds in a Health Savings Account.
What information must be reported on HSA Trustee Selection Form?
The HSA Trustee Selection Form must report personal identifying information of the account holder, the name and contact information of the selected trustee or custodian, and any other details required by the financial institution.
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