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Clear Form Page 1/3AVISO FINANCIAL INC. SELFDIRECTED FIRST HOME SAVINGS ACCOUNT (FHSA) APPLICATION FORM Internal Use Only:1.Confirmation #Contract #UsernameForm 394.104/24700 1111 West Georgia Street

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How to fill out self-directed first home savings

01

Determine your saving goals and timeline for purchasing your first home.

02

Research and compare different self-directed first home savings accounts offered by financial institutions.

03

Open a self-directed first home savings account that meets your needs and goals.

04

Set up automatic transfers or contributions to your account to steadily increase your savings.

05

Monitor your account regularly and adjust your savings plan as needed to reach your goal.

Who needs self-directed first home savings?

01

Individuals who are planning to purchase their first home and want a tax-advantaged way to save for a down payment.

02

Those who prefer to have more control and flexibility over their savings compared to traditional savings accounts.

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What is self-directed first home savings?

Self-directed first home savings refers to savings accounts or funds that individuals manage independently, specifically aimed at accumulating money for purchasing their first home.

Who is required to file self-directed first home savings?

Individuals who wish to take advantage of tax-advantaged savings accounts for first-time home purchases are required to file self-directed first home savings.

How to fill out self-directed first home savings?

To fill out self-directed first home savings, individuals need to complete the necessary application forms provided by their financial institution, stating their intent to use the funds for a qualifying first home purchase.

What is the purpose of self-directed first home savings?

The purpose of self-directed first home savings is to incentivize first-time homebuyers to save money for a down payment or other related costs associated with buying a home.

What information must be reported on self-directed first home savings?

Individuals must report contributions, withdrawals, and the use of funds for home purchase to ensure compliance with tax regulations and account limits.

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