Get the free HSA Change of Personal Information Form

Use this form to update/change your personal information on file with HealthEquity.

How to fill out hsa change of personal

How to fill out HSA Change of Personal Information Form

1. Obtain the HSA Change of Personal Information Form from the official website or your employer.
2. Fill in your personal details such as your name, address, and contact information.
3. Indicate the specific changes you are making (e.g., change of address, name change).
4. Provide any required supporting documentation that verifies the changes (e.g., marriage certificate for name change).
5. Sign and date the form to confirm the accuracy of the information provided.
6. Submit the completed form to the designated HSA representative or office as instructed.

Who needs HSA Change of Personal Information Form?

1. Individuals who experience changes in personal information such as a name change, address change, or marital status.
2. Employees who need to update their health savings accounts due to life events.

People Also Ask about

Can you change your HSA account?

Yes. Most benefit plans allow midyear changes only if you have a qualifying life event, but HSAs are different. If you need to change your HSA contribution amount at any point during the year, you can do so by submitting an HSA Contribution Change event in Workday.

How do I change my name on HSA?

Please attach supporting documentation of the name change such as a copy of a marriage certificate, divorce decree, or a court order for the name change. If the proper documentation is not received, this form will not be processed and the name on file will remain as is.

How to avoid HSA admin fee HealthEquity?

To avoid this fee, we recommend you switch your account preference settings to electronic statements. You can do this by logging into the Member Portal and updating your profile, or by calling Member Services. Reimbursement check $2.00 for paper check. No fee for electronic funds transfer.

How do I access my HSA account?

The HSA Central App – How do I get started? Open your HSA Central Health Savings Account. Set up your username and password to log into HSA Central, your online portal. Download the HSA Central Mobile App from your App Store or Google Play. Log in using your HSA Central username and password or Fingerprint Login.

Can I change my account holder name online?

In order to change your name, you must first go through the outlined legal name change procedure. You cannot ask to have the information on your bank account updated until your name has been officially changed. You can apply in person at your bank location or online to change the name on your bank account.

How do I change my name on my HSA account?

To request a name change, please attach a copy of Marriage License, Divorce Decree, W2 or Social Security Card. To correct the DOB we have on file which we use for account authentication purposes, please attach a copy of Driver's License or State Issued ID card, Passport or Birth Certificate.

How do I change my savings account name?

Follow these steps to avoid delays and other issues: Provide proof of your name change. To change your name on your bank account, you typically need documents that support the change. Get in touch with your bank. Fill out the necessary form. Order a new debit card and checks. Monitor your account. Update your name elsewhere.

For pdfFiller’s FAQs

What is HSA Change of Personal Information Form?

The HSA Change of Personal Information Form is a document used to update or correct personal information related to Health Savings Accounts (HSAs), such as changes in name, address, or other relevant details.

Who is required to file HSA Change of Personal Information Form?

Individuals who have Health Savings Accounts and need to update their personal information, such as account holders or beneficiaries, are required to file the HSA Change of Personal Information Form.

How to fill out HSA Change of Personal Information Form?

To fill out the HSA Change of Personal Information Form, one must provide accurate personal details, including the current and updated information as required, and ensure to follow the instructions provided on the form for submission.

What is the purpose of HSA Change of Personal Information Form?

The purpose of the HSA Change of Personal Information Form is to ensure that the information associated with a Health Savings Account is current and correct, which is essential for effective communication and management of the account.

What information must be reported on HSA Change of Personal Information Form?

The information that must be reported on the HSA Change of Personal Information Form typically includes the account holder's name, address, contact information, and any other personal details that have changed since the initial application.