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AUTHORIZATION FOR DIRECT DEPOSIT To complete this request online, visit HorizonBlue.com/merckfsa and sign in to your account.Member Information Name of member (please print): ___ Spending Account

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What is spending savings account forms?

Spending savings account forms are documents used to report contributions, distributions, and balances related to spending savings accounts, which are designated for specific expenses such as health care or education.

Who is required to file spending savings account forms?

Individuals or entities that maintain a spending savings account, typically for the purpose of managing tax-advantaged funds for qualified expenses, are required to file these forms.

How to fill out spending savings account forms?

To fill out spending savings account forms, gather necessary information such as account details, contribution amounts, and any distributions made during the tax year, and complete the required sections accurately before submission.

What is the purpose of spending savings account forms?

The purpose of spending savings account forms is to provide a formal record of spending savings account transactions to ensure compliance with tax regulations and to facilitate proper management of funds.

What information must be reported on spending savings account forms?

Information reported on spending savings account forms typically includes account holder details, contributions, distributions, end-of-year balances, and descriptions of qualified expenses.

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