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HSA POWER OF ATTORNEY FORM Disability or Incapacity Instructions 1. 2. 3. 4. Complete Account holder Information, Power of Attorney Information and Signature sections to designate a Power of Attorney.
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How to fill out hsa power of attorney
How to fill out HSA power of attorney:
01
Obtain the relevant form: Start by obtaining the HSA power of attorney form from your HSA provider or online. Make sure you have the most up-to-date version.
02
Provide your personal information: Fill in your name, address, and contact information as the account holder granting the power of attorney.
03
Identify the attorney-in-fact: Write down the name, address, and contact details of the person you are appointing as your attorney-in-fact to handle your HSA matters.
04
Specify the powers granted: Clearly state the specific powers you are granting to the attorney-in-fact, such as making contributions, withdrawals, investment decisions, and managing account details.
05
Set any limitations or restrictions: If there are any limitations or restrictions on the attorney-in-fact's powers, such as a specific time period, monetary limits, or limitations on certain transactions, clearly state them in the form.
06
Notarize the document: In some cases, the HSA power of attorney form may require notarization. Check the instructions provided with the form to see if this is necessary and, if so, sign the form in the presence of a notary public.
07
Keep a copy: Make a copy of the completed and signed form for your records before submitting it to your HSA provider.
08
Submit the form: Send the completed and signed HSA power of attorney form to your HSA provider as instructed. It may be necessary to submit the form via mail, email, or fax depending on the provider's requirements.
Who needs HSA power of attorney?
01
Individuals with health savings accounts (HSAs): Anyone who has an HSA and wants to designate someone else to handle their HSA matters in their absence or incapacity may need an HSA power of attorney.
02
Individuals with specific needs or circumstances: People who anticipate needing assistance with managing their HSA due to illness, disability, or other circumstances may find it beneficial to have a power of attorney in place.
03
Individuals who prefer to have a trusted person handle their HSA affairs: Some individuals may simply feel more comfortable having a designated person, such as a family member or close friend, manage their HSA rather than handling it themselves.
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