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HSA CHANGE OF BENEFICIARY FORM This HSA Change of Beneficiary Form is used to change the beneficiaries for Has. If you have any questions regarding this form, please call Shareholder Services at 1-855-280-9648.
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How to fill out dana funds hsa change

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How to fill out Dana Funds HSA Change:

01
Visit the Dana Funds official website.
02
Log in to your account using your credentials.
03
Navigate to the HSA section or specifically the HSA change form.
04
Read any instructions or guidelines provided to ensure accuracy.
05
Enter your personal details, such as your name, address, and contact information.
06
Provide your current HSA account information, including the account number and balance.
07
Indicate the changes you wish to make, whether it's updating your beneficiary, contribution amount, or investment options.
08
Review the completed form to ensure all information is accurate and up-to-date.
09
Submit the form through the designated method, such as electronically or by mail.
10
Keep a copy of the submitted form for your records.

Who needs Dana Funds HSA Change:

01
Individuals who currently have a HSA account with Dana Funds.
02
People who want to make changes to their HSA account, such as updating beneficiary information, adjusting contribution amounts, or altering investment options.
03
Anyone looking to ensure that their HSA account accurately reflects their current needs and circumstances.
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Dana Funds HSA Change refers to a form or process to make changes to your Health Savings Account with Dana Funds.
Any account holder or individual with a Health Savings Account with Dana Funds may be required to file a Dana Funds HSA Change form.
To fill out the Dana Funds HSA Change form, you may need to provide personal information, account details, and specify the changes you wish to make to your HSA.
The purpose of Dana Funds HSA Change is to allow account holders to update or modify their Health Savings Account information as needed.
Information such as account holder name, account number, requested changes, and any supporting documentation may need to be reported on the Dana Funds HSA Change form.
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