Get the free HSA Designation of Beneficiary Form - HSA Bank
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HSADesignationofBeneficiaryForm Instructions:Please complete, sign, andmailthisformto:Husband, P.O. Box939,Sheboygan,WI53082Important:ValidSocialSecuritynumbersmustbeonfileforyourdesignatedbeneficiary(IES)inordertoprocessthem.
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How to fill out hsa designation of beneficiary
How to fill out hsa designation of beneficiary
01
To fill out the HSA Designation of Beneficiary form, follow these steps:
02
Obtain the HSA Designation of Beneficiary form from your HSA provider or employer.
03
Provide your personal information including your name, address, and HSA account number.
04
Enter the name(s) of the primary beneficiary/beneficiaries. These are the individuals or entities who will receive the HSA funds upon your death.
05
Specify the percentage or amount of the HSA funds each primary beneficiary will receive.
06
If desired, name contingent beneficiary/beneficiaries. These individuals or entities will receive the HSA funds if the primary beneficiary/beneficiaries are deceased or unwilling/unable to accept the funds.
07
Sign and date the form.
08
Submit the completed form to your HSA provider or employer, following their instructions.
Who needs hsa designation of beneficiary?
01
Anyone with a Health Savings Account (HSA) should consider completing an HSA Designation of Beneficiary form.
02
This form allows you to specify who will receive the funds in your HSA upon your death.
03
Without a designated beneficiary, the HSA funds may be subject to probate and may not be distributed according to your wishes.
04
By completing the form, you ensure that your HSA funds are transferred to your chosen beneficiaries in a timely manner.
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What is hsa designation of beneficiary?
The HSA designation of beneficiary is a form that allows the account holder to designate who will receive the funds in their HSA account upon their death.
Who is required to file hsa designation of beneficiary?
Any individual who has an HSA account is required to file a designation of beneficiary form.
How to fill out hsa designation of beneficiary?
The HSA designation of beneficiary form typically requires the account holder to provide the name, relationship, and contact information of the beneficiary.
What is the purpose of hsa designation of beneficiary?
The purpose of the HSA designation 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 designation of beneficiary?
The HSA designation of beneficiary form typically requires the account holder to provide the name, relationship, and contact information of the beneficiary.
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