Sutton bank hsa form 2026

1. Click ‘Get Form’ to open the Sutton Bank HSA form in the editor.
2. Begin by entering the date at the top of the form. This helps establish a timeline for your transfer request.
3. Fill in your name and date of birth in the designated fields to verify your identity.
4. Complete your street address, city, state, and zip code. Ensure accuracy for correspondence purposes.
5. Provide your mailing address if it differs from your street address. This is crucial for receiving any communications regarding your account.
6. Enter your Social Security Number in the specified field to facilitate identification and processing.
7. Authorize the transfer by filling in the current MSA/HSA Custodian/Trustee's name and account number.
8. Indicate whether you are transferring funds from another trustee or performing a direct rollover by checking the appropriate box.
9. Sign and date the form at the bottom to confirm your request and understanding of terms.

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