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HSA CUSTODIAN INFORMATION MID Life Inc. d.b.a. SelectAccount * P.O. Box 64193, St. Paul, MN 551640193 * www.selectaccount.com * (651) 6625065 or (800) 8592144 SELECTACCOUNT HEALTH SAVINGS ACCOUNT
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How to fill out hsa custodian information
How to fill out hsa custodian information
01
Gather all the necessary information such as the HSA custodian's name, address, and contact details.
02
Start by filling out the HSA custodian's name in the appropriate field on the form.
03
Enter the custodian's address, including the street, city, state, and zip code.
04
Provide the custodian's contact information, such as phone number and email address.
05
Double-check all the entered information for accuracy and completeness.
06
Submit the completed form to the appropriate recipient as instructed.
Who needs hsa custodian information?
01
Individuals who are opening a Health Savings Account (HSA) require HSA custodian information.
02
Employers offering HSA as a benefit to their employees need to provide custodian information.
03
Financial institutions and banks that act as HSA custodians need to maintain accurate information.
04
Insurance companies or administrators managing HSA plans also need custodian information.
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What is hsa custodian information?
HSA custodian information refers to the details of the financial institution or entity that holds and manages an individual's Health Savings Account (HSA).
Who is required to file hsa custodian information?
Employers or individuals who sponsor or hold an HSA are required to file HSA custodian information.
How to fill out hsa custodian information?
HSA custodian information can be filled out by providing the name, address, and contact details of the financial institution that serves as the custodian of the HSA.
What is the purpose of hsa custodian information?
The purpose of HSA custodian information is to ensure compliance with regulatory requirements and to provide transparency regarding the management of HSA funds.
What information must be reported on hsa custodian information?
HSA custodian information typically includes the name of the financial institution, its address, and contact information.
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