Get the free HSA ROLLOVER CERTIFICATION - M&T Bank

HSA ROLLOVER CERTIFICATION HSA OWNER S NAME AND ADDRESS HSA TRUSTEE S OR CUSTODIAN S NAME AND ADDRESS M&T Bank PO Box 2032 Milwaukee, WI 53201-2032 Social Security Number Date of Birth (mm/dd/YYY)

How to fill out hsa rollover certification

How to fill out HSA rollover certification:

1. Obtain the necessary form: Start by obtaining the HSA rollover certification form from your HSA provider or employer. This form may be available online or you may need to request it from your provider directly.
2. Read the instructions: Carefully read the instructions provided on the form. These instructions will guide you through the process of filling out the certification.
3. Provide personal information: Fill in your personal information accurately on the form. This may include your name, address, social security number, and HSA account details.
4. Indicate the type of rollover: Specify the type of rollover you are making. This could be a direct rollover from a previous HSA account, an indirect rollover where you withdrew funds but will deposit them into a new HSA within 60 days, or a trustee-to-trustee transfer.
5. Attach supporting documents: If required, attach any supporting documents requested by the form, such as a letter of acceptance from the receiving HSA custodian or proof of eligible rollover distribution.
6. Sign and date the form: Once you have completed all the necessary sections, sign and date the form as indicated. Ensure that you have provided all the required information and that it is legible.

Who needs HSA rollover certification:

1. Individuals making rollovers: Anyone who is transferring funds from one HSA to another, regardless of the reason, may need to complete HSA rollover certification. This includes both direct rollovers and indirect rollovers.
2. Individuals changing HSA custodians: If you are changing HSA custodians or providers, you may be required to complete the HSA rollover certification as part of the transfer process.
3. Individuals making trustee-to-trustee transfers: If you are moving funds directly between HSA custodians, known as a trustee-to-trustee transfer, you may need to complete the HSA rollover certification to ensure proper documentation of the transfer.

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What is hsa rollover certification?

HSA Rollover Certification is a process that certifies the transfer of funds from one Health Savings Account (HSA) to another without incurring tax penalties.

Who is required to file hsa rollover certification?

Both the custodian or trustee of the transferring HSA and the receiving HSA must file HSA Rollover Certification.

How to fill out hsa rollover certification?

HSA Rollover Certification can be filled out by completing the necessary forms provided by the IRS, which include information about the transferring and receiving HSAs.

What is the purpose of hsa rollover certification?

The purpose of HSA Rollover Certification is to ensure that the transfer of funds between HSAs is properly reported to the IRS and to avoid tax penalties for the account holder.

What information must be reported on hsa rollover certification?

HSA Rollover Certification requires information such as the account holder's name, Social Security number, the amount being transferred, and details about the transferring and receiving HSAs.