Get the free HSA Signature Addendum Form - Horizon Trust
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Get the HSA Signature Addendum Form — Horizon Trust. Description. Page 1. REV 06.2016 HEALTH SAVINGS ACCOUNT SD AGREEMENT ADDENDUM 1.
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How to fill out hsa signature addendum form
How to fill out hsa signature addendum form
01
Read the instructions included with the HSA signature addendum form.
02
Obtain a copy of the HSA signature addendum form from your HSA provider.
03
Fill out your personal information including name, address, and contact details.
04
Provide your HSA account number and other relevant account information.
05
Review the terms and conditions mentioned in the form.
06
Sign and date the form in the designated spaces.
07
Submit the completed HSA signature addendum form to your HSA provider.
08
Keep a copy of the filled-out form for your records.
Who needs hsa signature addendum form?
01
Individuals who have a Health Savings Account (HSA) and require additional signatures for authorization or verification purposes.
02
Anyone with a limited power of attorney or legal representative for their HSA may need to complete an HSA signature addendum form.
03
Certain financial institutions or HSA providers may also require their customers to fill out this form as part of their internal processes.
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What is hsa signature addendum form?
The HSA signature addendum form is a document that is used to designate an authorized signer for a Health Savings Account (HSA).
Who is required to file hsa signature addendum form?
Account holders of an HSA are required to file the signature addendum form to designate an authorized signer.
How to fill out hsa signature addendum form?
To fill out the HSA signature addendum form, the account holder must provide their personal information, as well as the information of the authorized signer.
What is the purpose of hsa signature addendum form?
The purpose of the HSA signature addendum form is to ensure that there is a designated individual who has the authority to make transactions on the account holder's HSA.
What information must be reported on hsa signature addendum form?
The HSA signature addendum form must include the account holder's name, address, HSA account number, as well as the name and contact information of the authorized signer.
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