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5305 Form (February 2014) Department of the Treasury Internal Revenue Service HSA Health Savings Custodial Account (Under Section 223(a) of the Internal Revenue Code) IRA Resources, Inc. 6825 La Jolla
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How to fill out HSA custodial agreement:

01
Begin by reading the agreement thoroughly to understand its terms and conditions.
02
Fill in your personal information accurately, including your name, address, and contact details.
03
Provide the necessary information about your HSA custodian, such as their name, address, and contact information.
04
Review the sections pertaining to contributions and withdrawals. Indicate your desired contribution amounts and understand any penalties or restrictions that may apply to withdrawals.
05
If applicable, specify any designated beneficiaries for your HSA account.
06
Carefully review all the statements, clauses, and declarations within the agreement. Understand any fees, charges, or responsibilities mentioned.
07
After thoroughly reviewing and completing the form, sign and date it. Make sure to keep a copy for your records.

Who needs an HSA custodial agreement:

01
Individuals who plan to open a Health Savings Account (HSA) with a financial institution typically require a custodial agreement.
02
Employers who offer HSA options to their employees may need to establish custodial agreements with the HSA custodian.
03
Financial institutions that act as HSA custodians are responsible for facilitating the agreement between themselves and the account holders, ensuring compliance with IRS regulations.
Note: It is always advisable to consult with a financial advisor or legal professional when filling out legal documents such as an HSA custodial agreement to ensure accuracy and compliance with all applicable laws and regulations.
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A Health Savings Account (HSA) custodial agreement is a legal document that outlines the terms and conditions of an HSA account, including rules for contributions, distributions, and investments.
Both the HSA account holder and the custodian or trustee of the account are required to file the HSA custodial agreement.
To fill out an HSA custodial agreement, both parties must review the document carefully, provide all required information, and sign the agreement in order to make it legally binding.
The purpose of an HSA custodial agreement is to protect the rights and responsibilities of both the account holder and the custodian or trustee, and to ensure compliance with IRS regulations regarding HSAs.
Information such as account holder's personal details, contribution limits, investment options, distribution rules, and beneficiary information must be reported on the HSA custodial agreement.
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