Get the free HSA Beneficiary Designation Change - Alliant Credit Union - alliantcreditunion

PO Box 66945, 11545 W. Touchy Avenue, Chicago, Illinois 60666-0945 800-328-1935 www.alliantcreditunion.org HEALTH SAVINGS ACCOUNT (HSA) BENEFICIARY DESIGNATION/CHANGE HSA owner s name (member) Member

How to fill out hsa beneficiary designation change

How to Fill Out HSA Beneficiary Designation Change:

1. Begin by obtaining the HSA beneficiary designation change form from your HSA provider. This form can typically be found on their website or by contacting their customer service.
2. Fill in your personal information accurately, including your name, address, and contact information. Make sure to provide the necessary identification details as requested on the form.
3. Indicate the current beneficiary information that you wish to change by providing their name, relationship to you, and contact details.
4. Specify the new beneficiary information, including their name, relationship to you, and their contact details. Ensure that this information is up to date and accurate.
5. Double-check the form to ensure all the required fields are completed accurately. Review the information provided to make sure there are no mistakes or typos.
6. Sign and date the form. Some HSA providers may require witness signatures or additional forms of verification, so make sure to follow their specific instructions.
7. Submit the completed form to your HSA provider either by mail, fax, or through their online portal. Follow their instructions for submission to ensure it is received and processed correctly.

Who Needs HSA Beneficiary Designation Change:

1. Individuals who currently have a Health Savings Account (HSA) and wish to update or change their designated beneficiary should consider making an HSA beneficiary designation change.
2. People who have experienced a change in their personal circumstances such as marriage, divorce, or the birth of a child may want to update their HSA beneficiary designation to ensure it aligns with their current wishes.
3. It is also important to consider making an HSA beneficiary designation change if the current beneficiary named on the account has passed away or is no longer the desired recipient of the HSA funds upon the account holder's death.
4. In situations where the current HSA beneficiary does not meet the eligibility criteria or if the account holder wishes to change the designated beneficiary for any other reason, making an HSA beneficiary designation change is necessary.

Remember, it is always advisable to consult with a legal or financial professional for personalized advice regarding HSA beneficiary designation changes and to ensure compliance with any specific rules or regulations set by your HSA provider or local jurisdiction.

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