HSA Resources
Open an HSA
An HSA is one of the best ways to save, tax-free, for healthcare costs in the future. Because an HSA is a tax-exempt trust, it must have a qualified trustee or custodian. As trustee for the account, we provide the following services and advantages:
- Directed Trustee services
- Self-directed investments with a wide selection of options, such as: stocks, bonds, mutual funds, limited partnerships, CDs, and annuities
- IRS approved documents and compliance services
- Annual reporting of IRS Forms 5498-SA and 1099-SA
- aintenance of beneficiary information
- Toll-free technical support and customer service line (800.209.9010)
Fill Out the Application
It easy to set up an HSA. Simply download the application and follow the instructions for completing the form. Make sure to identify the investment executive and firm that will be providing investment services for the account. Note: Check that the investment firm is offering these types of accounts.
If you have questions, contact us at 800.209.9010.
The information contained on these pages is for general educational purposes only, individuals should consult their financial advisor or legal counsel to determine how these regulations affect their unique situation
