Get the free Healthequity hsa beneficiary form
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Flexible Spending Account (FSA)
Employee Enrollment Form
Mail or fax completed forms to:
Address: HealthEquity, An: Reimbursement Accounts
15 W Scenic Point Dr, Ste 400, Draper, UT 84020
Fax:
801.407.1792Employer
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How to fill out healformquity hsa beneficiary form
How to fill out healformquity hsa beneficiary form
01
Obtain the healformquity HSA beneficiary form from the healformquity website or your HSA provider.
02
Fill out your personal information, including your name, address, and HSA account number.
03
Choose your primary beneficiary and fill out their information, including their name, address, and relationship to you.
04
You may also choose contingent beneficiaries in case your primary beneficiary predeceases you.
05
Review the completed form for accuracy and sign and date it before submitting it to your HSA provider.
Who needs healformquity hsa beneficiary form?
01
Individuals who have a Health Savings Account (HSA) and want to designate beneficiaries to receive the funds in their account upon their death.
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What is healformquity hsa beneficiary form?
Healformquity HSA beneficiary form is a document used to designate a beneficiary for a Health Savings Account (HSA).
Who is required to file healformquity hsa beneficiary form?
Individuals who have an HSA account and want to designate a beneficiary for the account are required to file the Healformquity HSA beneficiary form.
How to fill out healformquity hsa beneficiary form?
To fill out the form, you would need to provide your personal information, the beneficiary's information, and sign the form to officially designate the beneficiary for your HSA account.
What is the purpose of healformquity hsa beneficiary form?
The purpose of the form is to ensure that in the event of the account holder's death, the designated beneficiary will be able to access the funds in the HSA account.
What information must be reported on healformquity hsa beneficiary form?
The form typically requires information such as the account holder's name, beneficiary's name, relationship to the beneficiary, and contact information for the beneficiary.
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