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HSACONTRIBUTION ELIGIBILITY PART 1.HSA OWNERPART 2.HSA CUSTODIAN To be completed by the HSA custodian Patelco Credit UnionName (First/MI/Last)NameSocial Security Number1Address Line3 Park PlaceAddress
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How to fill out hsa mail application and

01
Obtain the hsa mail application form from the designated source.
02
Fill out your personal details accurately, including your name, address, and contact information.
03
Provide information about your health savings account (HSA), such as account number and current balance.
04
Indicate if you want to receive mail notifications for account updates or statements.
05
Review the completed form for accuracy and sign where required.
06
Submit the filled out hsa mail application form through the designated submission method.

Who needs hsa mail application and?

01
Individuals who have a health savings account and prefer to receive account notifications or statements through mail.
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The HSA mail application is a form used to apply for a Health Savings Account through the mail.
Individuals who want to open a Health Savings Account through the mail are required to file the HSA mail application.
To fill out the HSA mail application, individuals need to provide personal and financial information, including their name, address, Social Security number, and information about their eligible high deductible health plan.
The purpose of the HSA mail application is to apply for a Health Savings Account, which allows individuals to save money tax-free for medical expenses.
Information such as personal details, income information, and details of the high deductible health plan must be reported on the HSA mail application.
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