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P.O. Box 258886 Oklahoma City, OK 73125 Toll Free: (800) 6621113 Fax: (844) 5606754 Website: americanfidelity.com Email: HSASupport@americanfidelitly.comHEALTH SAVINGS ACCOUNT Application and Custodial

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How to fill out health savings account death

01

Obtain the necessary forms from the health savings account provider.

02

Fill out the decedent's personal information, including name, date of birth, and account number.

03

Provide a copy of the death certificate as proof of the account holder's passing.

04

Submit the completed forms and death certificate to the health savings account provider for processing.

Who needs health savings account death?

01

Beneficiaries of the deceased account holder will need to fill out the health savings account death forms to claim the funds in the account.

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What is health savings account death?

A health savings account death occurs when the account holder passes away.

Who is required to file health savings account death?

The beneficiary or legal representative of the deceased account holder is required to file the health savings account death.

How to fill out health savings account death?

To fill out a health savings account death, the beneficiary or legal representative must contact the financial institution holding the account and provide the necessary documentation.

What is the purpose of health savings account death?

The purpose of a health savings account death is to transfer the funds and assets in the account to the designated beneficiary or legal representative of the deceased account holder.

What information must be reported on health savings account death?

The information that must be reported on a health savings account death includes the account holder's name, date of death, account number, and details of the beneficiary or legal representative.

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