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Individual Application for a Health Savings Account ( HSA )

Individual Application for a Health Savings Account ( HSA ) 2025

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The document is an application form for opening a Health Savings Account (HSA) with Wells Fargo. It outlines the necessary personal information required, fees associated with paper applications, and options for funding the account. The document also includes disclosures about account management, investment options, and beneficiary designation. Additionally, it provides instructions for submitting the application and contact information for customer support.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I get an individual HSA account?

How to find an HSA financial institution Research HSA providers online. Check with your health insurance company to see if they partner with HSA financial institutions. Ask your bank if they offer an HSA option that meets your needs.

How much does it cost to open an HSA account?

Yes an HSA is absolutely worth it even if you dont go to the doctor often. You get the money from your employer deposited into your HSA tax-free. You can dedicate a very small portion ($5) of your paycheck if you wanted to, and most employers will contribute to your HSA as well - thats free money.

What documents do I need to open an HSA?

Opening my HSA What do I need? If youre eligible for an HSA, youll need these items to open your new account: Your Social Security Number. HSA Signer(s) Information. HSA Beneficiary Information.

What is the best bank to open an HSA account?

The best HSA accounts in 2024 Best for accessibility: Lively. Best for investment options: Fidelity Investments. Best for short-term spending: HealthEquity. Best for reimbursement of out-of-pocket expenses: HSA Bank. Best HSA offered by a traditional bank: .

Can an individual set up their own HSA account?

Can I open my own health savings account if my employer doesnt offer one? Yes, you can open a health savings account (HSA) even if your employer doesnt offer one. But you can make current-year contributions only if you are covered by an HSA-qualified health plan, also known as a high-deductible health plan (HDHP).

Is HSA worth it for a single person?

Drawbacks of HSAs include tax penalties for nonmedical expenses before age 65, and contributions made to the HSA within six months of applying for Social Security benefits may be subject to penalties.

Individual Application for a Health Savings Account ( HSA ) 2025

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