Get the free HSA CHANGE OF BENEFICIARY FORM - 1492 Funds

HSA CHANGE OF BENEFICIARY FORM This HSA Change of Beneficiary Form is used to change the beneficiaries for Has. If you have any questions regarding this form, please call Shareholder Services at 1-877-571-1492.

How to fill out hsa change of beneficiary

How to Fill Out HSA Change of Beneficiary:

1. Obtain the necessary form: Start by obtaining the HSA Change of Beneficiary form from your Health Savings Account (HSA) provider. This form may be available on their website or by contacting their customer service.
2. Provide your personal information: Begin by filling out your personal information accurately on the form. This typically includes your full name, address, date of birth, and HSA account number. Double-check that you have correctly entered this information to ensure the form is processed accurately.
3. Choose a new beneficiary: Indicate the new beneficiary you wish to designate for your HSA account. Provide their full name, address, relationship to you, and their own contact information. Make sure to choose an eligible beneficiary, such as a spouse, child, or other qualified dependent.
4. Add a contingent beneficiary: Considering adding a contingent beneficiary as a secondary option in case the primary beneficiary predeceases you. This would allow the assets in your HSA account to transfer to the contingent beneficiary.
5. Sign and date the form: Sign and date the HSA Change of Beneficiary form once you have completed all the required sections. Ensure your signature is consistent with the one on file with your HSA provider. By signing, you acknowledge that the information provided is true and accurate to the best of your knowledge.

Who Needs HSA Change of Beneficiary:

1. Life Events: Individuals who experience a significant life event such as marriage, divorce, birth/adoption, or death may need to update their HSA beneficiary. These events often warrant a change in how assets are distributed upon the account holder's death.
2. Estate Planning: Those who want to align their HSA account beneficiary designation with their overall estate plan may consider making changes to their HSA beneficiary. This can help ensure a seamless transfer of assets and financial planning in the event of one's passing.
3. Personal Choice: Individuals may wish to update their HSA beneficiary for personal reasons, such as altering who will receive the account assets upon their death. It is solely at the discretion of the account holder to decide who they want to designate as their beneficiary.

Remember, it is important to consult with a qualified financial advisor or estate planning attorney if you have specific questions or concerns regarding HSA beneficiary designations and how they may impact your overall financial situation and estate plan.

For pdfFiller’s FAQs

What is hsa change of beneficiary?

HSA change of beneficiary allows the account holder to designate a new beneficiary to receive the funds in the event of their death.

Who is required to file hsa change of beneficiary?

The HSA account holder is required to file HSA change of beneficiary if they wish to update the designated beneficiary.

How to fill out hsa change of beneficiary?

To fill out HSA change of beneficiary, the account holder must complete the necessary form provided by the HSA custodian and submit it according to their instructions.

What is the purpose of hsa change of beneficiary?

The purpose of HSA change of beneficiary is to ensure that the funds in the account are distributed according to the account holder's wishes in the event of their death.

What information must be reported on hsa change of beneficiary?

On HSA change of beneficiary, the account holder must provide the new beneficiary's full name, date of birth, relationship to the account holder, and contact information.

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