Get the free HSA CHANGE OF BENEFICIARY FORM

This form is used for changing the beneficiaries for Health Savings Accounts (HSAs).

How to fill out hsa change of beneficiary

How to fill out HSA CHANGE OF BENEFICIARY FORM

1. Obtain the HSA Change of Beneficiary Form from your HSA administrator or website.
2. Provide your personal information at the top of the form, including your name, address, and account number.
3. Review the current beneficiaries listed on the form to understand who is already designated.
4. Indicate the changes you wish to make by either removing existing beneficiaries or adding new ones.
5. Clearly provide the full names, relationships, and percentages for each new beneficiary.
6. Sign and date the form at the bottom to acknowledge that you are making these changes willingly.
7. Submit the completed form to your HSA administrator, either by mail, email, or through their online portal as instructed.

Who needs HSA CHANGE OF BENEFICIARY FORM?

1. Individuals who wish to change the beneficiary designation on their Health Savings Account (HSA) should complete this form.
2. This includes anyone who has experienced a life event (such as marriage, divorce, or the death of a beneficiary) that affects their beneficiary choices.
3. Current account holders who want to update or add beneficiaries to their HSA.

People Also Ask about

How do I edit a beneficiary?

0:01 0:41 Details of your choice click save and you're done to remove a beneficiary select a recipient accountMoreDetails of your choice click save and you're done to remove a beneficiary select a recipient account you'd like to delete. Click Edit select delete and the beneficiary will be successfully deleted.

Do HSA accounts have beneficiaries?

A health savings account (HSA) allows you to invest money for future healthcare costs, and any unused funds will go to your beneficiary when you die. If you die and are married, your HSA money typically transfers to your spouse.

How do I update my beneficiary?

It's simple — to change a beneficiary, you just send the new person's details to your insurer. It's a good idea to have a few backups in mind at all times, as you never know when you might need to make a change.

Can you change HSA beneficiary?

Can a recipient on a Coverdell ESA be changed? Yes, the authorized person can change the recipient: If the authorized person is the parent or legal guardian of the new recipient. Before the current recipient turns age 30*

How to change beneficiaries on bank accounts?

How to add or change a beneficiary Speak to a banker and let them know the following: Provide the beneficiary's name, date of birth, address, phone number and SSN*. A form will be created with this information and mailed to you. After you get the form, review it for accuracy.

How do I write a beneficiary form?

Write the names of the first beneficiary(ies) you would like to receive your benefit after you die. You may name an individual(s), entity (such as a charity, business, religious organization, funeral home, etc.), trust, or estate. You may name more than one.

How do you update your beneficiary?

Change a beneficiary Generally, you can review and update your beneficiary designations by contacting the company or organization that provides your insurance or retirement plan. You can sometimes do this online.

For pdfFiller’s FAQs

What is HSA CHANGE OF BENEFICIARY FORM?

The HSA Change of Beneficiary Form is a document used to designate or change the beneficiary of a Health Savings Account (HSA) upon the account holder's death.

Who is required to file HSA CHANGE OF BENEFICIARY FORM?

Individuals who hold an HSA and wish to change their designated beneficiary or beneficiaries must file the HSA Change of Beneficiary Form.

How to fill out HSA CHANGE OF BENEFICIARY FORM?

To fill out the HSA Change of Beneficiary Form, the account holder must provide their personal information, list the current beneficiary or beneficiaries, specify the new beneficiary or beneficiaries, and sign the form to validate the changes.

What is the purpose of HSA CHANGE OF BENEFICIARY FORM?

The purpose of the HSA Change of Beneficiary Form is to ensure that the account holder's health savings account assets are distributed according to their wishes after their death.

What information must be reported on HSA CHANGE OF BENEFICIARY FORM?

The information that must be reported on the HSA Change of Beneficiary Form includes the account holder's name, HSA account number, contact information, the names and details of current and new beneficiaries, and the signature of the account holder.