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HEALTH SAVINGS ACCOUNT DESIGNATION OF BENEFICIARIES HSA Account Owner s Information First Name MI Last Name HSA Account # (if known) Social Security Number Birth Date Designation of Beneficiary(IES)
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How to fill out health savings account designation
How to fill out health savings account designation:
01
Obtain the necessary form from your health savings account provider. This form may be available online or in paper format.
02
Provide your personal information, such as your name, address, and Social Security number. This will help identify you as the account holder.
03
Indicate your beneficiary designation. This is the individual who will receive the funds in your health savings account in the event of your death.
04
Specify your investment options. If your health savings account allows for investment, you may need to choose the investment options that align with your financial goals.
05
Sign and date the form before submitting it to your health savings account provider.
Who needs health savings account designation?
01
Individuals who have a health savings account (HSA) can benefit from designating a beneficiary. This ensures that the funds in their HSA will be transferred to a specified individual upon their death.
02
Those who have a health savings account and wish to have control over their investment options may also need to complete a designation form. This allows them to choose the investment options that align with their financial goals and risk tolerance.
03
It is recommended that all health savings account holders review and update their designation periodically, especially if there are changes in their personal circumstances, such as marriage, divorce, or the birth of a child.
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What is health savings account designation?
A health savings account designation is a form that designates an individual as the account holder of a health savings account, which is used to save money for medical expenses.
Who is required to file health savings account designation?
Individuals who have a health savings account are required to file a health savings account designation form to designate themselves as the account holder.
How to fill out health savings account designation?
To fill out a health savings account designation form, individuals need to provide their personal information, including their name, address, and social security number, as well as designate themselves as the account holder of the health savings account.
What is the purpose of health savings account designation?
The purpose of a health savings account designation is to designate an individual as the account holder of a health savings account, which is used to save money for medical expenses tax-free.
What information must be reported on health savings account designation?
The information that must be reported on a health savings account designation form includes the account holder's personal information, as well as their designation as the account holder of the health savings account.
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